How to build an Arrears Analyst Agent
An AI-powered workflow that ingests arrears Excel files, automatically adds comments requesting explanations for items over 30 days overdue or payment requests for amounts exceeding $100,000, then emails the updated spreadsheet to designated recipients.
Challenge
Manually reviewing arrears data, adding appropriate follow-up comments based on overdue amounts and timeframes, and then distributing updated spreadsheets via email is time-consuming and error-prone.
Industry
Real Estate
Department
Sales
Finance
Integrations
Outlook
OpenAI
Transform your accounts receivable workflow with this intelligent automation agent. Simply upload your arrears Excel file and provide any additional context—the AI takes care of the rest.
How it works:
File Upload & Analysis — Users upload their arrears spreadsheet through a simple interface. The system parses and extracts the data while preserving the original Excel formatting.
Intelligent Comment Generation — An Anthropic Claude AI assistant analyzes each arrears entry and applies your business rules automatically:
Items overdue by more than 30 days receive comments requesting an explanation
Amounts exceeding $100,000 trigger payment request comments
Excel File Creation — The AI generates an updated Excel file with all comments added, maintaining the original formatting and structure.
Automated Email Delivery — A second AI agent takes the updated spreadsheet and automatically sends it as an email attachment via Outlook to the designated recipient.
Key Benefits:
Eliminates manual review and comment entry
Ensures consistent application of business rules
Reduces turnaround time from hours to seconds
Maintains audit trail with standardized comments
Seamlessly integrates with existing email workflows
