Invoice-chasing agent for charity cash flow



Jess built an invoice-chasing agent to fix a persistent cash flow problem at their charity. The team had been following up on overdue invoices inconsistently, relying on automated chases that contacts routinely ignored.
They set up an agent called Agent Jesse in Claude, connected to Xero via a CSV workflow, drafting personalised chaser emails each week. It checks email history to skip invoices already being resolved and intercompany accounts, producing 19 ready-to-send drafts in a single session.
Since building it, thousands of pounds in long-overdue payments have come into the organisation.

























































































