AI Agent Playbook Pack

Put AI agents to work in finance

Five agents that take real work off your team's plate: AR follow-up by email and phone, the main phone line, the AP inbox, your own inbox and calendar, and new-hire onboarding. Each playbook covers the tools to use, how to set it up in a few weeks, and the controls that keep it safe.

$99 one-time

Buy the playbooks

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First page of the AR Collections Voice Agent playbook: what the agent does, what it never does, and how it works

Why agents

Past chat, into real work

Most finance teams use AI like a search box: paste something in, copy the answer out. Useful, but the big time savings come when AI runs a whole task on a schedule, connected to your systems, and hands you a report. That's an agent.

The rule behind every playbook: agents do the repetitive work around the money; people approve, pay, and handle anything unusual. Every voice agent says it's an AI in its first sentence and offers a person at any time.

The five playbooks

AR Collections Agent

Email reminders go out first, and AI sorts the replies. For accounts 30+ days past due, a voice agent calls every Thursday. It calls each past-due business customer, says up front that it's an AI, offers "press zero for a person", asks where the invoices stand, and records the answer. By noon you have a report: who promised what, who disputed, and who needs a person.

  • Five collection emails, a personalization prompt, and a reply-sorting prompt
  • Complete voice agent prompt with the AI disclosure, transfer rules and voicemail script
  • Post-call data fields: outcome, promise date and amount, dispute, opt-out
  • Platform comparison: Retell AI, Synthflow, Bland and Vapi, with 2026 pricing
  • TCPA and recording-consent checklist, and consent language for your credit app
  • Ten-step setup and a two-week pilot plan

AI Receptionist

Answers the main line on the first ring, routes calls to AR, AP, HR or a person by name, takes clean messages, and logs every call. Scripted to never confirm bank details, give out employee information, or act on an "urgent" request from someone claiming to be the CEO.

  • Receptionist instructions with a routing table and message template
  • Finance-safe scripts for bank-change requests, wire requests and employment verifications
  • Product comparison: Goodcall, My AI Front Desk, Rosie, Smith.ai and more
  • One-week setup that starts after hours

AP Invoice Agent

Reads the AP inbox, extracts and codes invoices, matches POs, routes approvals, and flags duplicates and bank-change attempts. Drafts replies to "when will I be paid?" emails from your AP data. Your team still approves and pays.

  • AP platforms by company size: Ramp, BILL, Brex, Tipalti, Stampli, Vic.ai, Nanonets
  • Do-it-yourself prompts for AP inbox triage and vendor status replies
  • The controls to keep: segregation of duties, callback verification, duplicate checks
  • A 30-60-90 day rollout and what to measure

Executive Assistant

Reads the inbox before you do, sorts it into five piles, drafts the routine replies, protects your calendar, and hands you a one-page briefing at 7 a.m. It never sends on its own, and every payment or bank-change email lands on a verify-by-phone list.

  • Assistant rules, the morning briefing, reply drafting and the Friday review
  • Tool comparison: Copilot in Outlook, Gemini in Gmail, Fyxer, Superhuman, Lindy, Reclaim
  • Least-privilege setup for a CFO mailbox

HR Onboarding Agent

Starts when an offer is accepted: builds the dated checklist, sends the welcome and first-day emails, chases paperwork, answers handbook questions with the section cited, and reports who's ready for day one. Anything sensitive goes to HR.

  • Onboarding coordinator prompt and four new-hire emails
  • Handbook assistant instructions with HR escalation rules
  • Onboarding Tracker workbook: 32 tasks dated from the start date
  • Tool comparison: Gusto, BambooHR, Rippling, Camino, Trainual
Example weekly report from the AR agent showing calls, reach rate, promises and accounts needing a person
The AR agent's weekly report: what lands in the CFO's inbox every Thursday.
AP Invoice Agent playbook page with the six-step flow
The AP agent: capture, code, match and route; your team approves and pays.

What's in the download

Nine files

  • CFO-Resource-AI-Agent-Playbooks.pdf: The 16-page guide: design, tool choices, setup, compliance and controls, and what to measure for all five agents
  • 1a-AR-Email-Sequence.txt: Five collection emails, a personalization prompt and a reply-sorting prompt
  • 1-AR-Collections-Voice-Agent.txt: System prompt and post-call fields, ready to paste into your voice platform
  • 2-AI-Receptionist.txt: Receptionist instructions with routing table, message fields and security rules
  • 3-AP-Invoice-Agent.txt: AP inbox triage prompt with fraud flags, and the vendor status-reply prompt
  • 4-Executive-Assistant.txt: Assistant rules, morning briefing, reply drafting and the Friday review
  • 5-HR-Onboarding-Agent.txt: Onboarding coordinator, new-hire emails and handbook assistant instructions
  • CFO-Resource-AR-Agent-Workbook.xlsx: Call list with an eligibility check, call results log, weekly CFO report, ROI calculator and vendor scorecard
  • CFO-Resource-Onboarding-Tracker.xlsx: 32-task onboarding checklist dated from the start date, with owners, overdue flags and a readiness check

Prices and features of third-party tools were checked in October 2026 and change often. Educational content, not legal advice: have counsel review your scripts and consent process before any agent calls a customer. No vendor paid to be included.