An agent that learns every debtor

Forgekite connects to your invoices, watches what happens, and chases overdue payments with tone-adaptive messaging that gets smarter over time.

The Observe → Think → Act → Learn loop

Each overdue invoice runs through the same four-step loop. Because the agent learns per debtor, the memory compounds every cycle.

Step 1

Observe

Invoice status, email opens, reply history, payment patterns, and days overdue — pulled from your accounting platform and tracked over time.

Step 2

Think

Which escalation stage fits? What tone worked for this debtor before? What time of day did they open past reminders?

Step 3

Act

Generate a tone-adaptive reminder with Claude and send it over email (or SMS from Day 14+), including a payment link when enabled.

Step 4

Learn

Track the outcome, update the per-debtor profile, and improve the next reminder. The memory compounds with every debtor, reply, and payment.

The escalation sequence

Reminders climb from a casual pre-due nudge to a serious final notice. Tone rises with each stage; SMS joins email once a debtor is 14 days past due.

StageDayToneChannel
Pre-due nudge-3CasualEmail
Friendly reminder+1WarmEmail
Firm follow-up+14DirectEmail + SMS
Formal notice+30FormalEmail + SMS
Final notice+45SeriousEmail + SMS

About 10 minutes to set up

You configure six things once, globally, with optional per-client overrides. Individual invoices inherit their client's settings — no per-invoice fiddling.

Sender identity

Your name, email, and domain. Reminders send from your domain (white-label), not from Forgekite.

Tone ladder

Pick Gentle, Standard, or Direct — it controls how the escalation language progresses.

Escalation schedule

When reminders go out (Day -3, +1, +14, +30, +45). Sensible defaults are provided.

Channels

Email is always on. SMS turns on from Day 14+ and requires a TCPA consent attestation.

Payment links

Toggle Stripe payment links inside reminder emails so debtors can pay in one click.

Client selection

Choose which clients to track, with an option to auto-track new ones. Set globally, override per client.

How Forgekite knows an invoice is paid

Forgekite does not connect to your bank. Payment status comes from three sources, and every reminder includes a debtor-facing “Already paid?” link so nothing keeps chasing after money has landed.

Accounting-platform webhook

You reconcile the payment in Xero as usual — the invoice flips to Paid and a webhook stops the sequence. No extra effort.

Stripe payment link

The debtor pays via the Stripe link in the reminder. Forgekite detects it, stops the sequence, and notifies you automatically.

Manual mark

Paid by ACH, check, or wire? Click Mark as Paid in Forgekite (or reconcile in your platform and let the webhook do it).

Point the agent at your overdue invoices

Connect your accounting platform and let Forgekite own the follow-up.