Listra AR: AI Agents for Accounts Receivable

The reminder is the easy part. The work is everything after it.

Customers reply. They ask for a PO reference, dispute a line, pay short, or pay three invoices with one wire and no remittance. That work between the reminder and the cash is what keeps a receivable open.

Listra does that work. The agent reads the reply, answers with the right document, adjusts the follow-up, and matches the payment when it lands. Your team steps in only where your policy says a human should.

What it does

One agent workflow, from invoice to applied cash.

Every step runs the way your team would do it, with a full audit trail.

Invoicing & Billing

Invoices go out on time, every time.

The agent creates and sends invoices the moment they're due to go, on the schedule and terms you set.

Recurring billing runs itself, in any currency
Send delays give your team a review window, up to 30 days
Every send is logged against the customer record

Payments, Collections & Dunning

Follow-up that reads the room.

Well-timed nudges on your cadence, with a payment link in every message. The agent reads replies, answers questions, and knows when to pause.

Card, ACH, or check, with auto-charge where the customer opts in
Escalation follows your rules, not a generic sequence
Promises to pay are captured and tracked to the day

Customer Self-Service

Customers help themselves. Your inbox stays quiet.

A simple portal where your customers see every open invoice, pay it, and raise questions without a single email to your team.

Every open invoice in one place, always current
One-click payment on the rails you accept
Questions route to the agent first, your team second

Reporting, Analytics & ERP Sync

Your books already know.

See what's owed, what's at risk, and when cash will land. Everything the agent does syncs two ways with your accounting system, bank, and CRM.

Aging, risk, and cash timing at a glance
Two-way sync keeps the ledger and Listra identical
No re-keying, no export-import loops

The rest of the receivable, covered.

Cash Application Automatically matches incoming payments to the right invoices, even messy ones.

Credit Management Set credit limits and assess risk before you extend terms.

Disputes & Deductions Capture, categorize, and resolve billing disputes without the back-and-forth.

Customer Records One clean home for customer details, contacts, and payment terms.

Fraud & Anomaly Detection Spots unusual payment behavior before it becomes a problem.

Invoice Construction Builds invoices straight from raw source data: contractor pass-throughs, agency markups, time entries.

Operating control

You decide what runs on its own.

Every Listra agent works the way your team would do it. You set the rules once, per workflow, per customer, or per dollar threshold, and change them any time.

Mode 1

Copilot

The agent prepares every action and waits. Nothing reaches a customer without your approval.

Drafts reminders, escalations, and responses for review
Queues invoices with a send delay you control
Shows the evidence behind every recommendation

Mode 2

Autopilot

The agent closes the loop on its own, within your limits. Exceptions outside policy come back to you.

Sends invoices and reminders on your cadence
Reconciles payments as they arrive
Escalates anything that crosses a policy boundary

Policy layer

Your rules are the boundary. Cadence, tone, thresholds, and approvals are yours to set, per customer or per workflow.

Audit trail

Every action is logged. Who, what, when, and under which policy, exportable for internal audit and external review.

Your data

Your customer data works for you. It is used to run your receivable, and for nothing else.

FAQ

Frequently asked questions

What happens when a customer replies to the agent?

The agent reads the reply, answers questions it can answer with the right documents attached, pauses outreach when a payment is being worked out, and brings your team in when the reply crosses a policy boundary.

What is the difference between Copilot and Autopilot?

In Copilot mode the agent prepares every action and waits for your approval. In Autopilot mode the agent executes on its own within the policy limits you set, and escalates anything outside them. You can set the mode per workflow, per customer, or per dollar threshold.

How long does implementation take?

Standard implementation is included at no cost on supported accounting systems. Listra syncs two ways with your accounting system, bank, and CRM, so there is no re-keying and no parallel system to maintain.

Do we need a documented AR policy to start?

No. Most teams we work with don't have one. You describe the way your team would do it, in plain English: who to follow up with, when to pause, what needs sign-off. Listra runs those rules, and the audit trail becomes the documented policy you never had.

What does the agent do with our customer data?

Your customer data is used to run your receivable and for nothing else. Every action the agent takes is logged with who, what, when, and under which policy, exportable for internal audit and external review.

Accounts receivable, run by agents. Governed by your policy.