Case Study: AI Voice Agent for QuickBooks
Small and medium-sized businesses (SMBs) often struggle with accounts receivable (AR) collections. Business owners spend countless hours chasing overdue invoices, sending reminders, and manually following up with customers. While QuickBooks streamlines accounting, it lacks a truly automated, human-like collections solution that can reduce this burden.
How might I design an AI-driven solution that automates collections, improves cash flow for SMBs, and integrates seamlessly with QuickBooks?
As both Product Designer and AI Technologist, I led the end-to-end vision for this solution. I defined the user journey from onboarding to invoice collection tracking. I also designed an experience that balances automation with a sense of personalization and professionalism. I then vibe-coded and outsourced the developemnt to create the integration between QuickBooks APIs, voice AI, and multi-channel follow-ups (SMS + email).
From a design perspective, I focused on Clarity, Simple onboarding flow that minimizes technical barriers. I created a seamless voice + text + email ecosystem that feels like an extension of QuickBooks rather than a third-party tool.
