How the agent handles customer replies, disputes, unmatched payments, and your rules. Looking for the payable side? See the AP questions →
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.
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.
Whenever your policy says so, and whenever the agent can't decide. Replies that cross a policy boundary, disputes above your thresholds, and payments it can't match all escalate to your team with the context attached.
Yes. Tone and cadence are part of the rules you set, per customer or per workflow. Messages go out in your voice, and in Copilot mode your team reviews every draft before it sends.
No. Every follow-up message carries a payment link, so customers can pay without logging into anything. The self-service portal is there for customers who want to see every open invoice, pay, and ask questions in one place.
It matches incoming payments to the right invoices, even the messy ones: a short payment, three invoices paid with one wire, a transfer with no remittance. Anything it can't match confidently gets escalated to your team instead of guessed at.
The agent captures the dispute, pauses follow-up on that invoice so the customer isn't dunned mid-conversation, and routes it by your rules: resolve it with documentation where policy allows, or bring your team in where it doesn't.
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.
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.
Your accounting system, your bank, and your CRM, with two-way sync. The ledger and Listra stay identical, with no re-keying and no export-import loops.
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.
Thirty minutes, your invoices, your terms, live in the product. No slideware.