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 by customer and generation of personalized messages

• Ability to define message tone (informational, reminder, payment notice)

• Emails are sent from the address of a real employee for a “human touch”

• Configurable rules to determine what is sent, to whom, and when

• ERP-neutral solution – compatible with any system that can export 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

• Significant time savings: from several hours down to just two minutes per batch

• Elimination of manual errors while preserving a professional experience

• Scalable – equally effective for a few or several hundred customers

• Increased response rates due to personalized communication

• Clear and consistent messaging without additional workload for your team

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

Pricing

[Pricing details will be available soon.]

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