Hire an AI late invoice and cash forecast reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Fixes for any new invoice with a wrong total, date or missing field
• Days late per invoice and per customer, against last week
• A reminder draft for each late invoice, in the tone that fits the customer
• A payment plan to offer anyone who has gone quiet
• A 30, 60 and 90 day cash forecast with doubtful amounts marked
• A list of sends and offers to approve

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Sending a firm letter to a customer who is three days late.
• Chasing the same person twice in one week.
• Counting a promise as cash before it lands.
• Threatening a step you would not take.
• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.

What a good result looks like

An example, not your task: You invoice clients or retailers and the chasing keeps slipping to the end of the month.

• This week. Total owed, total late, and days outstanding compared with last week.
• Invoice fixes. Any new invoice with a wrong total, wrong date or missing field, and how to fix it.
• Reminders to send. Each late invoice with a draft reminder or letter, the tone chosen and why.
• Plans to offer. For customers quiet past 45 days, what they can likely pay and a plan to propose.
• Cash view. A 30, 60 and 90 day forecast with doubtful amounts marked.
• Watch next week. The two or three invoices that decide whether the cash view holds.

How the work is checked

• Every late invoice has its days late worked out from the due date in the file, not guessed.
• Each reminder names the invoice number, amount and one way to pay.
• No reminder was drafted for an invoice paid this week or inside its terms.
• No late fee or plan is offered that the person's terms do not allow.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Robert Collier and John Maynard Keynes would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Read last week. Marks what was paid, adds new invoices and works out days late for each from the due date.
• Check new invoices. Recalculates totals and dates on anything sent this week, so a wrong invoice is fixed before it becomes a late one.
• See where cash is stuck. Works out days outstanding and the cash cycle, and flags when they climb two weeks running.
• Sort each late invoice. A warm reminder for a normal payer, a letter that meets them where they are past 30 days, and a plan to offer past 45 days.
• Build the cash view. Puts what is owed, what you owe and fixed costs into a 30, 60 and 90 day forecast, with doubtful amounts marked.
• Log and hand back. Saves the rows and drafts, then stops for your yes on every send.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id weekly-invoice-and-cash-chaser only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/weekly-invoice-and-cash-chaser/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your open invoices with customer, amount, invoice date, due date and payments received
• New invoices sent this week, as PDFs or text (advised)
• Your bills and fixed costs for the cash view (advised)
• Notes on how each customer usually pays and which ones you most want to keep (optional)
• Your payment terms, late fee rules and floor for a plan (optional)

Helpful context (optional)

• A note of every payment that landed this week
• Each customer's usual pay time, from your last six months of invoices

Tools and access

• Claude Code: It can keep the invoice and customer files between runs and run every Monday on a timer.
• Your invoicing tool: Export open invoices with due dates and payments received. Any of the common ones will do.
• Any good chat AI: Writing a short letter is a task any strong chat AI does well with this skill.
• Your invoicing tool: It holds the real amount, date and pay link, so the letter matches your record.
• A spreadsheet: Hold the parts, ranges and schedule so numbers add up.
• Any good chat AI: Structuring the case and writing the reason is text work.

Functions and deliverables

• Late invoice and cash forecast reviewer: Track unpaid invoices and draft suitable reminders. Get payment gaps and a cash view that keeps promises separate from money received.
  • Fixes for any new invoice with a wrong total, date or missing field
  • Days late per invoice and per customer, against last week
  • A reminder draft for each late invoice, in the tone that fits the customer
  • A payment plan to offer anyone who has gone quiet
  • A 30, 60 and 90 day cash forecast with doubtful amounts marked
  • A list of sends and offers to approve
• Invoice totals checker: Check invoice totals before you pay or send. Give it the invoice. You get every line, discount, tax and total recalculated, plus missing fields.
  • An arithmetic result line
  • A table of stated versus recomputed figures
  • A list of missing or unclear fields
  • Date and consistency flags
  • Questions to send to the other party
  Source: Pro Skill Packs.
• Cash tied-up finder: Share receivables, stock, bills, sales and costs. See how long cash stays stuck and where to free it.
  • Days sales, inventory and payable outstanding
  • The cash conversion cycle
  • The cash value of one day
  • Where cash is stuck and why
  • Actions to free it
  Source: GAJETOso.
• Payment reminder letter writer: Share the invoice and customer history. Get a clear, polite payment reminder and a firmer follow-up draft.
  • A short reminder letter or email with a subject line
  • A follow-up for if they do not reply
  • A note on the tone chosen and why
• Deal payment checker: Share the amount asked for and what you know about their finances. Get a payment range, a fixed proposal and what could change it.
  • The ask split into parts with ranges
  • A payment range for them, with assumptions
  • A verdict and a fixed sum or terms
  • What would change the number
• Cash forecast builder: Build a 30, 60 and 90 day cash forecast from your invoices, bills and fixed costs. See if you can make payroll, with risks named.
  • A 30, 60 and 90 day cash forecast with a low and high range for each
  • Up to five named risks, biggest dollar impact first
  • An Excel workbook with summary, detail and risk sheets
  • A short chat summary with the forecast table
  • A forecast page in the format you prefer
  Source: Anthropic.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Robert Collier: Draft letters or emails using Robert Collier’s recorded approach. Start with the reader’s needs, show proof and make the next step clear.
  • Your problem worked on the way Robert Collier would: their questions, their method, their push-back
  • The answer or the work, in Robert Collier's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• John Maynard Keynes: Examine demand and uncertain plans through John Maynard Keynes’s recorded ideas. Follow spending across the system and ask who bears the cost of waiting.
  • Your problem worked on the way John Maynard Keynes would: their questions, their method, their push-back
  • The answer or the work, in John Maynard Keynes's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You invoice clients or retailers and the chasing keeps slipping to the end of the month.
• One or two slow payers hold a large share of what you are owed.
• You want to know, each Monday, whether the next 90 days of cash hold up.

Limits to check before starting

• Your business takes cash sales only and sends no invoices: keep a simple sales sheet or ask a bookkeeper instead.
• You want ways to free up cash across the whole business: use the Cash flow improvement planner.
• You need year-end accounts or tax figures: ask a bookkeeper or accountant.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code (a paid tool), add it as a skill or save it in .claude/agents, then ask it to run this week's chase. To run it every Monday, set a recurring task or a reminder yourself. Nothing starts by itself. In a free chat, paste last week's invoice and customer files in each time.
• Export your open invoices from your invoicing tool. Put the file in one folder, or attach it in the chat.
• Add your bills and fixed costs once. Update them when they change.
• Read the reminder drafts. Send the ones you agree with from your own email, then tell the agent which went out.
• Run it again next Monday. It compares with its saved rows and checks which promises were kept.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/weekly-invoice-and-cash-chaser for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.