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AI-Native Accounts-Receivable SaaS (V1)

AI-Native Accounts-Receivable SaaS (V1)

AI-Native Accounts-Receivable SaaS (V1)

In Full — infull.io (Upwork engagement)

Building production V1 of an AI-native accounts-receivable follow-up product that connects to QuickBooks Online and automatically classifies customer replies to unpaid invoices.

Building production V1 of an AI-native accounts-receivable follow-up product that connects to QuickBooks Online and automatically classifies customer replies to unpaid invoices.

PROJECT ARCHITECTURE

Operational flow at a glance

Operational flow at a glance

Completed

01 — INPUT

Building production V1 of an AI-native accounts-receivable follow-up product that connects to QuickBooks Online and automatically classifies customer replies to unpaid invoices.

02 — SYSTEM

Invoice synced in from QuickBooks Online • Reminder sequence runs on a 3/10/21-day cadence • Customer reply comes in • AI classifies it into 1 of 5 outcomes — sensitive cases held for human review

03 — DELIVERY

QuickBooks Online integration as the single source of invoice truth • Fixed reminder cadence with AI reply classification (payment promise, paid, missing doc, dispute, uncertain) • Two production surfaces: a public landing site and an authenticated product app

CAPABILITY STACK

QuickBooks Online API • AI Reply Classification • SaaS Development • Stripe Billing

HOW IT WORKS

Invoice synced in from QuickBooks Online • Reminder sequence runs on a 3/10/21-day cadence • Customer reply comes in • AI classifies it into 1 of 5 outcomes — sensitive cases held for human review

WHAT WE BUILT

QuickBooks Online integration as the single source of invoice truth • Fixed reminder cadence with AI reply classification (payment promise, paid, missing doc, dispute, uncertain) • Two production surfaces: a public landing site and an authenticated product app

CAPABILITIES

QuickBooks Online API • AI Reply Classification • SaaS Development • Stripe Billing