Payment AI is your payment-follow-up assistant: approved reminders, supported payment links, and a configured cadence with human escalation.
Your firm approves the eligible audience, timing, tone, channels, escalation, and stop conditions. Billing and accounting records stay in the professional system your firm already uses.There is a quiet leak after the work is done: a routine reminder gets postponed because the team is busy and the conversation feels awkward. The delay compounds during filing season, when client work is urgent and payment follow-up is the easiest task to push to tomorrow.
Payment AI makes approved follow-up consistent and professional without moving the underlying billing record into the growth CRM.
Your firm or its professional system supplies an eligible workflow trigger—not the underlying billing record. Payment AI sends the approved reminder on the configured cadence and can include a supported payment link. A minimal stop signal can end the sequence; questions, disputes, hardship, and exceptions pause and route to a human.
Payment follow-up workflow (state flow):
See the bounded path. Firm-approved trigger → approved reminder → supported payment link where configured → minimal stop signal; or reply, dispute, hardship, or exception → pause and human handoff. → See the Payment Follow-Up Workflow → (#payment-follow-up)
Payment AI uses approved reminder templates, configured channels and cadence, supported payment links, and only the minimal workflow signals needed to start or stop follow-up. Billing and accounting records remain in your firm's professional system. Your team can approve, pause, escalate, or take over the conversation.
When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.
The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.
Before configuring PAYMENT AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.
Payment AI keeps approved reminders from being forgotten and gives recipients a supported payment link where configured. It runs only within the cadence and channels your firm approves. Results depend on the practice, recipient, provider, and starting point; the workflow does not guarantee payment.
No. The firm or its professional system provides only the minimal eligible trigger or stop signal needed for the reminder workflow. Billing and accounting records remain in your firm's professional system rather than becoming records in PGT's growth CRM.
The automation pauses and routes the reply to a person. Payment AI handles approved routine reminders and supported links; your team handles disputes, hardship, account-specific questions, and every decision requiring professional or financial judgment.
Yes. Your firm approves the audience, cadence, wording, channels, escalation rules, and stop conditions before launch. The workflow is tested end to end, and your team can pause or take over when a conversation needs a person.
Reception AI is the only role currently presented as a verified live conversational demo. Payment AI is a configurable offering that requires provider support, approved workflow rules, permissions, escalation, stop conditions, and end-to-end testing before launch.
Book a 20-minute strategy call and we'll map a bounded reminder workflow around the systems your firm already uses—whether or not we work together.
No pressure. No obligation. A plan you can use either way.