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Use cases / Operations

Overdue invoices chased, disputes left alone.

Capstan lists what's overdue, reads each customer's last emails, skips anyone with an open dispute and drafts the reminder. Finance approves the batch in one go.

Start with a templateTalk to sales

Overdue invoice follow-up

run #96 · daily 08:00

Waiting for approval

  1. Done: Listed invoices more than 14 days overdue in QuickBooks

    quickbooks.invoices.query · 9 rows · 1.6 s

  2. Done: Read each customer's last emails to skip disputes in progress

    gmail.threads.search · 9 threads · 2.2 s

  3. Done: Drafted 7 reminders; held back 2 accounts with an open dispute

    model · 3,880 tokens · $0.007

  4. Waiting for approval: Send 7 reminders from billing@

    Hi Tom, invoice INV-2291 for $1,840.00 was due on October 21. You can pay it from the link below, or reply if something's wrong with it.

    Asked Lena Hoffmann

Jobs operations teams hand to Capstan.

  • FIG 1 — daily 08:00

    Overdue invoice follow-up

    1. Step: List overdue invoices
    2. Step: Skip open disputes
    3. Step: Draft the reminders
    4. Asks first: Send from billing@
    QuickBooksGmail

  • FIG 2 — daily 06:00

    Payout reconciliation

    1. Step: Read yesterday's Stripe payouts
    2. Step: Match them to bank lines
    3. Step: List what doesn't match
    4. Asks first: Post exceptions to #finance
    StripeQuickBooks

  • FIG 3 — last working day

    Month-end checklist

    1. Step: Check every recurring invoice went out
    2. Step: Flag accruals missing
    3. Step: Draft the close notes
    4. Asks first: File the notes in Drive
    QuickBooksGoogle Drive

Results (sample)

“It never emails a customer who's already disputing. That was the line we needed before turning it on, and it has held every single day.”

Lena HoffmannFinance manager, Pallet & Pinesample
faster to get paid on overdue invoices
9 days
to close the month, down from 5
2 days
of reminders approved before sending
100%

Works with

  • QuickBooks
  • Stripe
  • Gmail
  • Google Drive
  • Postgres
  • Snowflake
All 120 integrations

Other teams