IOS Agent – Automated Delivery of IOS Reports and Payment Reminders

A smart solution for faster and more efficient receivables management

IOS Agent is an intelligent system developed to automate the delivery of open item statements (IOS) and payment reminders to customers. Instead of time-consuming manual work, the agent enables a fully automated process – from PDF document processing to sending personalized emails – while maintaining a professional and human-centered tone in communication.

This solution was created from real needs of accounting and finance teams who deal daily with the operationally demanding task of informing customers about outstanding payments.

Key Features

• Automatic recognition and processing of PDF documents containing multiple IOS reports
• Data extraction per customer and creation of personalized messages
• Possibility to define the tone of the message (informative, reminder, or warning)
• Messages sent from a real employee’s email address for a “human touch”
• Customizable rules for determining what, to whom, and when is sent
• ERP-neutral – works with any system that exports IOS in PDF format
• Integration with local disk, cloud services, or email – depending on your workflow

What does the customer receive?

The customer receives an email clearly stating the open items or payment reminder, with an attachment that includes only the portion of the PDF relevant to them. The agent automatically extracts only the customer’s section of the document, ensuring that no other client’s data is visible or shared.

Benefits for Your Organization

• Replace hours and days of work with minutes – significant time savings for your team
• Personalized emails – higher response rate due to targeted and human approach
• Elimination of operational errors while maintaining professionalism
• Scalability – equally efficient for ten or hundreds of clients
• Clear and consistent communication without additional burden on employees
• No bottlenecks or dependency on individual effort – the system ensures IOS reports are delivered to everyone, every time

How It Works

1. Export a single PDF from your ERP system containing all IOS or reminders

2. IOS Agent automatically identifies and separates data by customer

3. Personalized emails with attachments are generated

4. Messages are sent automatically to the addresses listed in the document

5. Each email appears as if it was manually crafted – with a professional, human tone

Try IOS Agent

Would you like to see how IOS Agent works with your real-world data?
Contact us to schedule a demo or request a test implementation.

Get in touch: info@nos.hr