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AI Accounts-Receivable Admin · Australia

Xero already reminds your customers. It doesn't know which ones to handle carefully.

Nora turns your aged receivables into a prioritised weekly chase list—drafting reminders, matching remittances and flagging exceptions—while you approve every send and every ledger write-back.

Book the AR Load Audit Read the job boundaries
  • Human approval
  • Read-only accounting access
  • Exceptions escalated
WORKER / FINANCE-01 AVAILABLE FOR AUDIT
Accounts-receivable admin

Nora

Finance back-office capacity for the team already managing your customer relationships.

ON NORA'S WEEKLY RUN
MON

Prepare the aged-receivables summary and chase list

CHECK
TUE

Draft relationship-aware reminders from approved templates

APPROVE
THU

Match remittances to open invoices for review

APPROVE
FRI

Summarise disputes, promises and unusual exceptions

HANDOFF
MODE HUMAN APPROVALDECISIONS ESCALATE

[ RECOGNISE THE WEEK? ]

The invoices went out.
The follow-up keeps slipping.

Nora is designed for repeated finance administration and careful preparation—not the credit, relationship or accounting judgment your experienced team retains.

01

Aging report review

Sort overdue invoices into a useful order before deciding who should hear from you next.

02

Relationship-aware drafts

A long-standing customer with one late invoice should not receive the same wording as a repeated non-payer.

03

Remittance matching

Line up payments and remittance advice with open invoices before the ledger is updated.

04

Promises to pay

“I'll pay Friday” needs a dated follow-up and a visible owner—not another generic reminder.

05

Disputes and hardship

Anything contested, unusual or sensitive leaves the standard queue and reaches a person.

06

Weekly handoff

Owners and bookkeepers receive one prioritised summary of actions, approvals and exceptions.

[ START WITH ONE FINISHED JOB ]

Choose a workflow.
Define what “done” means.

Nora does not take over the whole ledger. Start with one bounded workflow, one named approver and one visible weekly completion state.

WORKFLOW / 01WEEKLY PRIORITY

Aged-receivables chase list

Turn approved invoice and payment status into a prioritised list, with context for careful follow-up.

START
Read-only aging data and agreed milestones
DONE
Chase list and draft batch are ready
HUMAN
Every outbound reminder or statement send
WORKFLOW / 02RECONCILIATION PREP

Remittance-match review

Match incoming remittance advice to open invoices and separate clear candidates from ambiguity.

START
Approved remittance advice and open invoices
DONE
Proposed matches and exceptions are separated
HUMAN
Every confirmation, allocation and write-back
WORKFLOW / 03EXCEPTION HANDOFF

Promises and disputes queue

Log promises-to-pay, draft the next approved follow-up and move sensitive requests to the human owner.

START
Approved inbox and response rules
DONE
Dated follow-ups and exceptions reach the owner
HUMAN
Disputes, hardship, terms and settlement

Connects read-only to Xero or MYOB for invoice and payment status. Shared inbox, email, SMS and calendar access are mapped only when needed; nothing is written back without your approval.

[ A JOB DESCRIPTION, NOT A PROMPT ]

What Nora can own.
What Nora must hand back.

GREEN

Administrative work

Configured, tested and measured within one bounded workflow.

  • Draft staged reminders and statements at agreed aging milestones
  • Prepare the weekly aged-receivables summary and chase list
  • Match incoming remittances to open invoices for review
  • Log promises-to-pay
  • Draft follow-ups on disputed or unpaid invoices
  • Maintain a review and exception queue
AMBER

Human approval

Prepared by Nora; released or confirmed by an authorised person.

  • Any outbound reminder or statement send
  • Any ledger write-back or remittance-match confirmation
  • Changes to aging-milestone templates or wording
  • Anything touching a dispute or hardship claim before escalation
  • New, unusual or ambiguous situations
RED

Human only

Outside the worker's authority by design.

  • Credit decisions
  • Write-offs
  • Autonomous payment allocation to the ledger
  • Settlement negotiation
  • Debt-collection or legal action
  • Financial advice

[ MINIMUM ACCESS BEFORE AUTOMATION ]

Your ledger is not a demo input.

The load audit starts with aging-report structure, volume and exception types—not a full customer or banking export. Live access follows a written map of purpose, minimum fields, human approval, retention and escalation.

Nora reads invoice and payment status through a read-only Xero or MYOB connection. You approve every send and every ledger write-back.

  1. 01

    Audit without identities

    Bring aging bands, counts, handling time and exception types. Remove names, banking data and credentials.

  2. 02

    Map minimum access

    Consider only the systems and fields required for the approved task.

  3. 03

    Test synthetic cases

    Cover normal work, mismatches, disputes and failure modes with invented examples.

  4. 04

    Name the human owner

    Your approver releases every message, confirms every match and receives every exception.

[ A WEEKLY OPERATING SPECIFICATION ]

The work is visible.
The decisions stay human.

Turnaround is set during onboarding to match your invoicing cadence. Start with one bounded workflow—aging-milestone reminders plus remittance matching—and widen only after the pilot evidence supports it.

Chase list
Overdue invoices prioritised for review
Draft batch
Reminders and statements awaiting approval
Match queue
Remittances proposed and exceptions separated
Human handoff
Disputes, hardship and negotiations escalated
Your baseline
Days-late or DSO trend and admin hours returned
CONTROL / 01APPROVAL

No silent sends

Every reminder and statement stays in draft until your named approver releases it.

CONTROL / 02LEDGER

No autonomous write-back

Proposed remittance matches are review items. A person confirms every allocation and ledger update.

CONTROL / 03ESCALATION

Unusual means human

Disputes, hardship claims, changed terms and negotiation requests leave the standard workflow.

CONTROL / 04MEASUREMENT

Use your own numbers

Measure invoices actioned, amount collected, days-late or DSO trend and admin hours against your baseline—never a generic promise.

[ FREE AR LOAD AUDIT ]

Measure your own late-payment workload.

Bring the structure and volumes from your aging report. Map the hours-and-dollars exposure, approval boundaries and one workflow worth testing.

Book the AR Load Audit No customer or banking export required.

[ FROM LOAD AUDIT TO CONTROLLED WORK ]

One workflow.
Proof before expansion.

STEP 1

Free load audit

Use aging-report structure and volumes to baseline the workload and choose one workflow.

STEP 2

Map minimum access

Define read-only Xero or MYOB fields, approved templates, escalation rules and the approver.

STEP 3

Test synthetic cases

Exercise matches, mismatches, disputes, hardship and stop conditions before live work.

STEP 4

Measure one workflow

Run in approval mode and compare weekly outcomes with your baseline before widening scope.

[ BEFORE THE AUDIT ]

Questions a careful owner or bookkeeper should ask.

Does Nora replace our bookkeeper?+

No. Nora prepares bounded accounts-receivable administration. Your owner, office manager or bookkeeper retains every send, ledger write-back and financial decision.

Does the load audit need customer or banking data?+

No. Start with aging-report structure and volumes. Remove customer names, bank details, credentials and unnecessary transaction data.

Can Nora decide credit, write off debt or negotiate settlements?+

No. Credit decisions, write-offs, settlement negotiation, autonomous payment allocation, debt-collection and legal action remain human-only.

Will Nora write into Xero or MYOB?+

Not autonomously. Nora connects read-only to invoice and payment status. Every ledger write-back or remittance-match confirmation requires human approval.

What result do we measure?+

Track overdue invoices actioned, amount collected, reminders prepared and sent, remittances matched, exceptions escalated, days-late or DSO trend against your baseline, and admin hours returned.

[ START WITH YOUR OWN BASELINE ]

Bring the aging workload.
Keep the decisions.

Map one approval-ready finance workflow and test whether careful follow-up adds value beyond native reminders.

Book the AR Load Audit No generic sales demo · Direct with the founder