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Accounts Receivable

Rebuild Payment Chase Schedules with the Chaser AI Assistant

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What the source describes

Chaser's help center explains that its AI assistant, powered by Google Gemini Flash, is a chat tool that can pull receivables data, such as top overdue invoices or highest-status debtors, into tables. It can also create new reminder templates, build chase schedules and assign customers to them, operating on a human-in-the-loop basis where users review and approve templates, schedules and contact moves before anything goes live.

Result or outcome

According to the source, the assistant does not apply changes automatically or send emails without permission, follows existing user permissions, and is included on the Complete plan with an add-on planned for other plans.

How to run it

  1. Confirm the client's Chaser plan includes the AI assistant, then open it from the star icon in the dashboard's top menu bar.
  2. Ask the assistant to pull top overdue invoices or highest-status debtors into a table to see who drives late payments.
  3. Use the prompt on this page with a customer payment summary to plan segments, timing, channels and tone before changing schedules.
  4. Go to Manage, then Schedules, and pick an AI schedule prompt; review and approve the new templates the assistant creates.
  5. Review the example schedule and customer assignments, then approve the contact moves so the new schedule goes live.

Try it yourself

Copyable prompt

I want to redesign our invoice reminder schedules for [business name]. Here is a summary of our customers with average days to pay, number of late invoices in the last 12 months, and preferred contact channel: [paste data]. Group customers into three or four segments by payment behavior. For each segment, propose a reminder schedule (days before and after due date), the channel for each step, and the tone. Then write the reminder templates for one segment using placeholders like [customer name], [invoice number], [amount] and [due date]. Keep each message under 90 words and avoid threatening language.

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Read every new reminder template for correct placeholders, tone and payment instructions before approving it. Check the proposed customer assignments one by one, since approving the contact moves applies the schedule to those customers. Chaser says the assistant is on the Complete plan and planned as an add-on for others, so confirm availability on the client's plan.

Related free download: 50 AI Prompts for Bookkeepers (Prompt pack (PDF))

Source: Chaser Help Center

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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