Finance

Invoice chasing

Part of the Small Business bundle

Checked 2026-08-22

Drafts follow-ups for overdue invoices using your payment and CRM data, so chasing late payers stops being the task you keep putting off.

What it does

The job, step by step.

01

Identifies overdue invoices from connected payment or accounting tools.

02

Drafts a follow-up message per outstanding invoice for you to review.

03

Named directly in Anthropic's own plugin description as part of the bundle — exact step-by-step behaviour is not independently detailed beyond that yet, so treat the summary above as directional until you've run it.

Decision guide

Where it fits—and where it doesn't.

Best for

Anyone who dreads the "just checking in" email — turns it into a reviewed draft instead of an ignored task.

Not ideal for

Automated sending without review — this drafts, it shouldn't send unattended to a client relationship you care about.

Common gotchas

  • We have the skill's name and its place in the bundle confirmed, but not a full first-party spec of every step — verify what it actually does before relying on it for a real client.
  • Tone matters here more than most workflows; review every draft before it goes out.

Platform comparison

Same job. Different reality.

"Official bundle" means the platform ships and maintains it directly. "Open marketplace" means independent builders publish their own version, unreviewed by the platform. "Mechanism only, not yet" means the underlying feature exists but no vertical bundle for this job has surfaced in the sources we checked.

ChatGPT

Open marketplace
Plan & access reality
OpenAI has not shipped an official, curated small-business bundle comparable to this. The GPT Store is an open marketplace — independent builders publish and price their own Custom GPTs, reportedly from roughly $200 to $1,500 for a bespoke one. That's a different model, not a worse one, but the vetting job falls to the buyer rather than the platform.
Underlying connectors
Not applicable
Confirmation model
Not applicable — no official bundle to compare. A specific Custom GPT would need its own independent review before we could list it here.

Claude

Official bundle
Plan & access reality
Included in Claude Cowork (Pro and above). Skill name: invoice-chase, part of the Small Business plugin.
Underlying connectors
QuickBooks · PayPal · Stripe · Square · HubSpot
Confirmation model
You approve every step that touches money or customer data before it runs, per the plugin's own description.
Disclaimer
Anthropic's small-business skills explicitly don't provide financial, tax, legal or HR advice — treat the output as a prepared draft for you (or your accountant) to review, not a filed answer.

Grok

Mechanism only, not yet
Plan & access reality
Grok Skills and Workflows exist as a general mechanism (launched 18 May 2026), but no small-business-vertical bundle comparable to this has surfaced in the sources we checked yet.
Underlying connectors
Not applicable
Confirmation model
Not applicable — no matching skill found in the sources checked.

Underlying connectors in our Directory

What it plugs into.

ST
Stripe

Finance & commerce

QB
QuickBooks

Finance & commerce

PP
PayPal

Finance & commerce

SQ
Square

Finance & commerce

HS
HubSpot

CRM & sales

Works alongside

Combine it with a purpose.

03
Client proposal & delivery

Package the work, then keep delivery visible.