Quotes
Invoicing
Recruiter
Accounts payable
Order intake
Bookkeeping
Scheduling
Caregiver matching
Crew dispatch
Daily summaryKeep up with hundreds of small accounts
Theo follows up on every account, not just the big ones, so small balances don’t quietly add up.
Theo · AI collections agentGet paid faster, without the awkward calls.
Theo, your AI collections agent, watches every open invoice and sends polite reminders in your voice.
- Every overdue invoice followed up, every time
- Reminders written in your tone and approved by you
- Promises to pay logged and tracked
Re: Invoice INV-1042ap@harborfresh.examplePromise logged
Open invoice
Harbor Fresh
INV-1042
18 days overdue
Original amountIssued Sep 14$4,250.00
Second reminder sentReply: “Paying this Friday”Logged
Promised by Friday$4,250.00
Noted in your accounting · follow-up set for Monday
LiveTheoCollectionsSample data
How Theo works
Invoice goes overdue, handled.
However the work comes in, Theo turns it into a finished task in the software you already use.
- 1Watches every open invoice
- 2Drafts reminders in your voice
- 3Logs every promise to pay
Live view
Everything Theo does, in one place.
Every item and where it stands, in one list that stays in sync with the software you already use.
Collections5InvoiceAmountStatus
- Harbor FreshINV-104218 days late · email · Theo · just nowPromised Fri
- Lakeview OfficesINV-10397 days late · first reminder · 1h agoReminder sent
- Oakridge DentalINV-1031Paid after a reminder · 3h agoPaid
- Summit BuildersINV-102732 days late · two remindersNeeds a call
- Pinecrest CollegeINV-1022Paid on time · yesterdayPaid
Sample data
Examples
Ways teams use Theo
Gentle reminders for private-pay families
Kind, clear notes about open balances, in a tone you approve, so your office never has to make the awkward call.
Track progress bills and retainage
Theo knows what’s due at each stage of the job and follows up when a payment is late.
Built for your systems
Runs on the software you already have.
Theo works on top of your current tools, no rip-and-replace. Here are a few Theo can work in. We connect to most software with an official connection, plus email and spreadsheets.
QuickBooks
ServiceTitan
Jobber
Product names and logos belong to their owners.
You stay in control
You OK every reminder.
- You choose how much Theo does alone, from drafts only to fully automatic.
- Anything unusual goes to a person on your team.
- We host, monitor, and keep improving Theo for one monthly fee.
Your data stays yours.
- SOC 2 Type II audited hosting
- US hosting Virginia
- Encrypted in transit and at rest
- No AI training on your data, ever
The agent workforce
Theo works best with a team.
See Theo on your own work.
One discovery call. We look at the software you use and the work your team does by hand, then show you what Theo would take off their plate.