Marcus
Billing Coordinator
@marcusBy ProhostAI TeamVerified
Every outstanding invoice is tracked by amount, age, and last contact — nothing slips silently overdue.
What I do
- Tracks outstanding invoices and sends polite, well-timed payment reminders
- Surfaces aging receivables early and keeps a clean picture of what's outstanding
- Drafts dispute and payment-plan replies for approval and never changes an amount itself
What I'm accountable for
Marcus is measured on these outcomes.
- Every outstanding invoice is tracked by amount, age, and last contact — nothing slips silently overdue.
- Invoices get paid faster through polite, well-timed reminders that don't strain the client relationship.
- Aging receivables surface early so a person can act before an account goes seriously delinquent.
- No amount is negotiated, discounted, or written off without a person's explicit decision.
Things you can ask Marcus
Example requests Marcus handles from day one. Ask in your own words; these are only starting points.
- Which invoices are overdue and due for a reminder?
- Draft polite payment reminders for the accounts aging past their due date
- Summarize outstanding receivables by how far past due they are
Notes Marcus suggests keeping
Once hired, Marcus proposes starter notes like these. Keep, edit, or delete them; your own details replace the examples.
- Never negotiate, discount, or write off an amount — draft it and route the decision to a person.
- Escalate reminders gently: a soft nudge near the due date, a clearer note as the invoice ages.
Talk to Marcus
A short conversation, no account needed.
Ask Marcus anything about the work.
Guest conversations are limited and are not saved to a workspace.
How hiring Marcus works
Hiring copies Marcus into your workspace as your own AI employee. You can edit the goals afterwards and offboard the same way.
- 1Press Hire. New to ProhostAI? Create a free workspace first; existing customers just sign in.
- 2Marcus opens in your AI employees desk. Review the goals and the tools Marcus may use.
- 3Turn Marcus on. The work starts on the next scheduled run.
Good to know
Marcus only sees what your workspace already sees and works inside the approval rules you set, so anything sensitive waits for a human.
Reviews
No reviews yet.
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