AI agents for finance teams that catch failed payments and chase overdue invoices

Orkeste agents read your Stripe payments, invoices and subscriptions, flag what failed or is overdue, log each case in Airtable and draft the reminder email. Stripe access is read only, so an agent can never refund, charge or cancel anything.

Where cash slips through

Failed payments are found too late

A card fails, the retry fails, and nobody notices until the customer asks why their account is locked or the month-end numbers do not add up.

Reminders are always for next week

Chasing an overdue invoice means checking Stripe, finding the contact and writing a polite email. It is easy to postpone, so cash comes in later than it should.

Month-end starts from scratch

Revenue, churn and open invoices are pulled again by hand every month to write the same summary for the founders or the board.

Four agents that watch and draft

They read Stripe, keep your follow-up table current and prepare the emails. Stripe access is read only: an agent cannot refund, charge or cancel anything.

Payment watch agent

Runs every morning. Lists the failed payments and overdue invoices in Stripe, creates a record for each in Airtable and posts a short list to the finance channel in Slack.

Reminder drafter

Writes a reminder for each overdue invoice with the amount, the due date and the invoice number. In Outlook it is sent once you approve it; in Gmail it becomes a draft.

Churn tracker

Every week, lists cancelled and past-due subscriptions in Stripe and posts a summary with the customers concerned.

Month-end summary agent

Reads the month’s payments and subscriptions in Stripe and the follow-up table in Airtable, then writes the revenue summary and saves it in Notion.

A failed payment, from Stripe to follow-up

The payment watch agent and the reminder drafter, one morning.

  1. Read: At 7:00 the agent lists the payments that failed in the last 24 hours in Stripe.
  2. Log: It creates a record in your Airtable follow-up table with the customer, the amount and the failure reason.
  3. Draft: It writes a short email asking the customer to update their payment method.
  4. Approve: The email waits in Validations. Once approved it is sent from Outlook, or saved as a Gmail draft.

What stays with your team

Refunds, credit notes, payment plans and any decision about a customer account. The agents watch and draft; money only moves when a person does it in Stripe.

The tools these agents work in

Workflows to start from

Agent roles for this team

Frequently asked questions

Can an agent refund or charge a customer?

No. The Stripe connector is read only. Agents read your balance, payments, invoices, customers and subscriptions, but cannot refund, charge, cancel or edit anything.

Can it reconcile Stripe payouts with our bank?

Not today. Agents do not read payouts or bank transactions. They list payments and invoices and log them in Airtable, which covers the follow-up side of the work.

Does it work with Google Sheets?

Agents see your spreadsheets by name but do not read or write cell values today. For a table that agents read and update, use Airtable.

What does it cost to run?

Each run uses credits from your plan, from 2 credits with Claude Haiku 5.5 to 235 with Claude Fable 5.1 depending on the model you choose, and you can set a daily and a monthly budget per agent.

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