Slack bot drafts overdue-invoice reminders and recovers $2.5k
high specificsAdded 2026-10-14
Business
Solo founder/small agency using QuickBooks or Wave
Task
Finding overdue unpaid invoices and drafting escalating reminders
Result
Recovered just over $2.5k from invoices the founder had mentally written off (per post title "got $2.5k back")
Tools
Slack
QuickBooks/Wave (read-only)
Gmail
Claude Code plugin (open-source "PayUp")
Setup
Daily query for overdue+unpaid invoices posted to Slack → owner replies "send 1 and 3"/"draft all" → tone escalates gentle/firm/final → sent via Gmail only after approval
LA boutique accounting/business management firm (entertainment clients + restaurants/medical); 35+ years
~25 hours/week saved on bill entry; managing partner saves 10–15 hours/week on review; grew client base same headcount; "cleanest statements" for tax prep (as stated)