Sofia Bennett
Accounts Receivable Specialist
Keep customer invoicing, payment reminders and collections moving.
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What Accounts Receivable Specialist can do
Sofia owns the customer side of your finance workflow: preparing customer invoices, keeping outstanding balances organized, following up on payments and tracking promises to pay. She checks billing details against your approved records and prepares invoices for review; issuing or updating them depends on supported tools and your authorization.
She prepares personalized reminders, pauses disputed items, and confirms payments from accounting records. Hire Sofia when customer billing and collections need dedicated attention. Ananya handles the general books and reporting; Daniel handles suppliers. Sofia shares verified collection updates through authorized records without duplicating their work.
- Prepare customer invoices
- Follow up on unpaid invoices
- Track overdue balances
- Track promises to pay and disputes
- Prepare customer balance summaries
Examples of what you could ask
Examples only. They show the kind of request this role is for, not results from a real customer.
- “Prepare customer invoices from these approved billing records and flag missing details.”
- “Show overdue balances by customer and flag disputed invoices.”
- “Summarize promises to pay and which follow-ups are due this week.”
How it works
- Review your receivablesProvide current invoices and payment records, or connect a supported accounting app.
- Set your follow-up rulesChoose your tone, reminder cadence, escalation owner and sending permissions.
- Review and follow throughCheck reminders and exceptions, then authorize follow-ups and any recurring schedule.
What you’ll need
Some of what this role does depends on your own accounts and documents.
- Approved billing records, customer details, invoices, payment records and verified billing contacts.
- Your reminder cadence, escalation owner and approved payment instructions.
- A connected, authorized email channel to send reminders; otherwise Sofia prepares drafts.
What you’ll set up
You connect your own accounts during setup. Third-party software subscriptions remain yours.
- Wafeq, Odoo, Zoho BooksConnect any one · accounting
- Gmail, Outlook (Microsoft 365)Optional · email
- Outlook (send email)Optional
- Google DriveOptional
You stay in control
You choose the records and communication tools Sofia can use. Sending follows your workspace permissions. Disputes, discounts, write-offs and changes to payment terms come back to you for a decision. Recurring work starts only after you configure it.
- SendingFollows connected-tool permissions and customer policy.
- ExceptionsDiscounts, disputes, write-offs and term changes require an authorized person.
Every role is a starting point. You can rename the agent, change its instructions and decide when it asks for approval, before it does anything.