The B2B SaaS that turns awkward debt collection into helpful conversations.

Stop Chasing Invoices. Start Conversations.
Automate your accounts receivable with AI that checks in before it chills out—getting you paid faster without the friction.

Product Description
SettledAI is a strategic B2B automation layer that sits between your accounting software and your customers. Unlike traditional "collections" tools that blast aggressive demands, SettledAI uses a "Curiosity First" framework.

By connecting directly to Stripe or QuickBooks, the platform identifies overdue invoices and initiates personalized, AI-generated check-ins. It focuses on removing barriers—asking if the invoice was received or if there’s an issue—rather than demanding immediate payment. Managed entirely through a Slack-native dashboard, you can review, edit, and approve reminders where you already work. The moment a customer responds or pays, the automation stops instantly, allowing you to handle the human side of business while the AI handles the follow-up.

To empower business owners to recover lost revenue on autopilot by replacing awkward manual collections with intelligent, empathetic, and secure AI-driven automation."

The Value Pillars (For your CTO and Sales)
Frictionless Integration: Connects via OAuth to existing accounting stacks (Stripe/QuickBooks) without requiring user passwords.

Conversational Logic: Uses Large Language Models (LLMs) to craft human-sounding, high-conversion reminders that maintain client relationships.

Operational Freedom: Eliminates the "chase" for business owners, turning accounts receivable from a manual task into a passive background process.

lead

Team Lead

Team management, task planning, delegation, and monitoring

AI/ML Engineer

LLM prompt engineering, conversational AI design, multi-channel messaging (email/SMS), text generation, conversation state management, tone/personality configuration, and integration with messaging APIs (SendGrid, Twilio).

Backend Engineer

Full-stack Python/Node.js backend development, REST API design, OAuth integration (Stripe/QuickBooks), PostgreSQL/SQLite database work, background job queues (Celery/Redis), webhook handlers, and cloud deployment.

CTO/Architect

Designs technical architecture, defines API contracts, database schemas, OAuth integration patterns, and guides engineering decisions for SettledAI.

Getting your accounts receivable on autopilot takes less than 10 minutes. Follow these seven steps to activate your early access account:

Connect Stripe: Use our secure OAuth portal to link your Stripe account. This allows SettledAI to detect payments and fire "stop" webhooks the second you get paid.

Sync QuickBooks (Optional): Link your QuickBooks account to pull in detailed invoice data and customer contact information.

Set Your Payment Link: Define the primary destination where you want customers to settle their balances.

Configure Your Policy: Choose your sequence timing and select your preferred AI tone—ranging from Warm and Caring for initial check-ins to Final Notice for long-overdue accounts.

Connect Slack: Integrate your Slack workspace. Use the /settled command to view the approval dashboard, where you’ll review AI-drafted reminders before they are sent.

Go Live: Once your channels (SendGrid for email and Twilio for SMS) are synced, SettledAI begins scanning for overdue invoices every 15 minutes.

Why It Works
The "Check-In" Advantage: Step 1 is always a question, not a demand. This removes "non-receipt" as an excuse and increases engagement by 3x.

Intelligent Stopping: If a customer replies with a dispute or a promise to pay, the system kills the automated sequence immediately so you can take over.

Slack-Native Workflow: You never have to log into another dashboard. Review drafts, edit text, and approve sends directly from your team's chat app.

The B2B SaaS that turns awkward debt collection into helpful conversations.

Overview

Mission

The team

Setup