Chaser
Customers ask about outstanding invoices, payment status, and account balances. Your AI agent checks Chaser in real time, retrieves invoice details and credit notes, and gives customers accurate answers without your accounts receivable team picking up the phone. Late payment follow-ups get smarter when AI has access to your billing data.
Your AI agent reads and writes to Chaser's invoice and customer records. Payment inquiries, account updates, and credit note management happen inside the conversation, not inside a spreadsheet.
Chaser
Finance teams use AI agents connected to Chaser to answer invoice questions instantly, keep customer records accurate, and reduce the manual work that slows down cash collection.
A client's accounts payable team messages asking 'Has our payment for invoice 2024-0456 been recorded?' Your AI Agent retrieves the invoice from Chaser by ID, checks the amount_paid and amount_due fields, and responds with the current payment status and remaining balance. The client gets their answer in seconds, and your finance team avoids another email chain about a routine payment inquiry.
A customer claims they were overcharged and asks for a credit. Your AI Agent verifies the original invoice in Chaser, confirms the discrepancy with the customer, creates a credit note for the agreed amount, and provides the credit note reference number in the same chat. The dispute is documented and resolved before anyone in accounting needs to get involved, cutting resolution time from days to minutes.
A new customer signs a contract through your website chat. Your AI Agent creates their customer record in Chaser with company name, billing contact email, and address, then creates the first invoice with the agreed amount and payment terms. The client is set up for automated payment reminders from day one. Your onboarding process skips the manual accounting setup entirely.
Chaser
FAQs
The agent uses the invoice's external ID or customer external ID to locate records. It can query Chaser for the invoice details including total amount, amount due, amount paid, status, issue date, and due date. The results are presented conversationally so the customer understands their payment situation immediately.
Yes. The agent calls Chaser's Post Credit Note endpoint with the credit note ID, customer reference, total amount, remaining credit, and currency code. You can configure approval thresholds so the agent handles small adjustments automatically while escalating larger credits to your finance team for review.
Tars requires your Chaser API key and API secret for Basic Authentication. These credentials are entered once in the Tars dashboard. All API communication is encrypted via HTTPS. You can regenerate your API credentials in Chaser at any time to revoke access.
No. Tars queries Chaser's API in real time during each conversation. Invoice amounts, customer details, and credit note records are fetched live and used only to generate the agent's response. No financial data is cached or stored separately by Tars.
Yes. Every invoice and credit note in Chaser includes a currency_code field using ISO 4217 standards (USD, EUR, GBP, and others). The agent reads and writes the correct currency for each transaction, so your international billing stays accurate across all conversations.
Chaser's reminders send scheduled follow-up emails. The Tars integration adds real-time, two-way conversation capability. When a customer responds to a reminder asking about their balance, the AI agent can look up the invoice, explain the charges, and even create a credit note, all within the same interaction. Reminders push. AI agents resolve.
The agent will inform the customer that the invoice has not been registered in the billing system yet and can either offer to escalate the inquiry to your finance team or, if configured, create the invoice record in Chaser on the spot. No conversation ends without a clear next step.
Yes. The agent uses Chaser's Put Customer endpoint to update the contact email address, first name, last name, phone number, and mobile number. This ensures that automated payment reminders reach the right person, even when your client's accounts payable team changes.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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