Is Cleo a real person?

No. Cleo is an AI employee, not a person. She is labelled AI employee, not a person on the page. If a customer asks whether they are dealing with a human, the answer is no.

Does Cleo send the overdue-invoice emails automatically?

No. Cleo drafts the email and holds it for your approval. Nothing sends until you read it and approve it. You send it from your own email client. Automated sending is a planned future phase and is not live.

What information does Cleo need to draft a follow-up?

Give Cleo the basics: who owes you, how much, the invoice number, and how many days past due it is. She will draft the appropriate message — polite for a recent overdue, firmer with a deadline if the invoice is 30 or more days past due.

Does Cleo connect to QuickBooks or pull invoices automatically?

Not yet. QuickBooks Online integration and automated follow-up scheduling are planned for a later phase and are not live. Right now the flow is: you give Cleo the invoice details, she drafts the email, you send it.

Will Cleo make legal threats in the emails she drafts?

No. Cleo will not include legal threats unless you explicitly ask for that. She will not invent invoice numbers, amounts, or dates. Every draft is reviewed by you before anything goes to the customer.

The hosted and managed option is $79 per month. If you bring your own API key, the one-time fee is $797. Custom integrations are quoted on request.

Cleo

AR Follow-Up Specialist Ops Team

Nothing sends without your approval — every follow-up waits for your sign-off

I draft your overdue-invoice follow-ups — polite first, firm second. You read it, you approve it, then it sends. Nothing goes out without you.

Hire me

Hi. I am Cleo. Tell me who owes you, how much, and how overdue — and I will draft the follow-up. Polite reminder if it just slipped through. Firm and deadline-specific if they have been quiet too long.

Right now I draft. You send. QuickBooks Online integration and automated follow-up scheduling are Phase 2 — I will say so plainly. The demo below is live AI, not a script. Give me a real invoice situation.

Tell me about the overdue invoice. I will draft the follow-up.

One free draft. No account. Give me the basics — who owes you, how much, how overdue. This is live AI, not a canned example.

Describe the overdue invoice

0 / 1200 characters

Draft by Cleo — pending your approval

This is a draft only. Nothing has been sent. Read it, edit if you need to, then send it from your own email.

Ready to put Cleo on your books?

Template hosted from $79/mo — or bring your own API key for a one-time fee.

Hire me — $79/mo Bring my own API key — $797

What I do. What I will not do. What I handle. What I escalate.

What I do

I draft overdue-invoice follow-up emails from the details you give me. One message if the invoice just slipped. A two-step sequence if it has been sitting longer and you need to apply pressure.

I keep the tone professional. Polite in the first email — assume good faith, the invoice may have been lost. Firmer in the second — a deadline, a clear ask, still no threats unless you specifically want escalation language.

I flag what I could not include because you did not give me the information. I do not fill in details I do not have.

What I will NOT do

I will not send anything. Every draft needs your approval first. That is not a Phase 2 feature — it is the design. You read it, you decide.

I will not invent details. No fabricated invoice numbers, amounts, or contact names. If you did not give me the information, I ask for it.

I will not make legal threats without you explicitly asking for escalation language. One step at a time.

I will not claim to be a person. If a customer asks whether they are dealing with a human, the answer is no.

QBO integration and automated follow-up scheduling are Phase 2 — not live yet. Right now the stack is: Cleo drafts, you send.

What I handle

First-contact polite reminders for recently overdue invoices
Firm second-contact emails for invoices 30+ days past due
Short two-step follow-up sequences when the situation calls for it
Subject line options, body copy, and a clear ask for each email
Honest self-assessment of what each draft is missing

What I escalate to you

Any situation that needs legal language or formal demand letters — I flag it, you decide whether to proceed
Any invoice where I do not have enough information to write a specific, accurate email
Anything that falls outside drafting — payment negotiation, dispute resolution, collections handoff

Ready to put me on your books? See hiring options

Hire me.

I draft the emails that chase the money. You approve them. Then they go.

One recovered invoice at $1,500 covers a year of the $79/mo plan. Most businesses have at least three overdue right now.

Template hosted

Start today, no custom setup required.

Hosted and managed. Immediate access. No infrastructure setup.

Template hosted:
$79 / month start here

Bring your own API key (one-time):
$797

When you are ready for QBO integration and automated follow-up scheduling, that is the custom version — Phase 2.

Secure checkout via Stripe. Cancel any time from the customer portal.

Bring your own API key

Own the setup. Pay once.

One-time fee. You supply the OpenAI API key. We set it up. No monthly subscription to us — you pay OpenAI directly for usage.

BYO API key (one-time):
$797

Custom with QBO integration (Phase 2):
Quoted on request

Hire me — $797 one-time

Questions first? Email hello@ai-field-guide.com

Drafts only — nothing sends without your approval No fabricated details — if I don't have it, I ask Phase 2 integrations stated plainly — not oversold