Practical AI Automation
A starter guide to using AI to draft invoices, chase payments, and cut your DSO, without replacing your accounting stack or hiring a developer. Copy-paste prompts included.
Why AR invoicing is the easiest place to start with AI
Text in, text out - why LLMs fit this workflow better than most finance tasks
The six-step AR workflow you're actually automating
Data capture, invoicing, sending, reminders, payment matching, disputes
What AI can (and can't) do at each step, today
A honest reliability read per step, not hype
The starter stack
Tools you already have, plus one AI layer - no migration
Build your first automation this week
Three concrete options, pick the one that matches your biggest AR headache
Copy-paste prompt templates
Dunning emails, invoice extraction, payment matching, dispute responses
What not to automate yet
Where to keep a human, and why
Your one-page checklist
Print it, work through it in order
An 8-section, 14-page practical guide covering the AR workflow, what AI reliably handles today, a starter tool stack, three build-this-week automations, copy-paste prompts, and a one-page checklist.
No. Every workflow uses copy-paste prompts with Claude or ChatGPT alongside the invoicing tool you already use (QuickBooks, Xero, Stripe, NetSuite, whatever it is).
It's a $10 starter guide, not a course or a platform commitment - built for anyone who sends invoices and chases payments and wants to try AI on that workflow this week.
Digital Guide
$10
One-time payment. Instant PDF delivery.
Written by the team behind RevExOS, who build AR automation software daily - not a generic AI-prompting course.