AI Reply Agent

Process replies and take actions faster with Trove's AI.

  • Trove processes replies and extracts promised payment dates
  • Drafts responses for you to approve or auto-approve
  • All payment dates and contacts are kept up to date in your accounting software
Reply from Acme Corporation Task

“We'll pay INV-20089 on Friday 28th.”

  • Expected payment date set to 28 Nov in Xero
  • Reminders paused until 29 Nov
  • Thank-you reply drafted
  • Follow up on 29 Nov if still unpaid
“Trove lists the actions and when I click one, it generates an AI email I can send, which saves so much time. Trove has already brought us many more responses than our previous automated chasing system.”

Millie Keigher

Accountant

MAP
Read the review

How Trove's AI Reply Agent works

  1. 1

    "We'll pay on the 3rd" becomes a logged date and a drafted reply

    Trove processes customer replies, picks out the promised date and suggests setting it as the expected payment date in your accounting software. It drafts your reply at the same time, so the customer hears back the same day.

    A customer reply promising payment on 3 May, Trove's AI drafted reply thanking them, and the new payment date of 3 May 2026 logged in the accounting software
  2. 2

    Review each action or set to auto-approve

    Once you've approved the same kind of action a few times, switch it to auto-approve and Trove applies it for you. Everything it does is logged against the customer.

    Trove's prompt to apply suggested payment dates automatically from now on, noting that each change is logged and can be turned off any time in Activity, with Skip and Apply date buttons
  3. 3

    Follow-ups get voided when the money lands

    Once a payment date is logged, Trove pauses chasing and schedules a follow-up in case the payment doesn't land. If the invoice is paid first, the follow-up is cancelled.

    Trove panel reading 'Invoice paid, cancelling reminder.': the invoice was paid on 18 August, before its expected date, so the 20 August reminder is cancelled
  4. 4

    All from your inbox

    Connect Gmail or Outlook to Trove in a couple of clicks, including shared inboxes like accounts@.

    Rather not connect a mailbox? Authorise Trove to send from your domain by adding a DNS record, and replies still come back to your inbox.

    • Gmail
    • Outlook
    • Your domain, via DNS

AI Reply Agent: common questions

Everything you need to know

Does Trove's AI send emails without me seeing them?

Not unless you choose to. By default, every drafted reply and action waits on your task list for you to approve or edit. You can switch individual types of action to auto-approve once you're happy with them.

Which emails does the AI Reply Agent read?

Replies to the chasers Trove sends. It works with Outlook and Gmail, including shared inboxes such as accounts@ or finance@.

Can it read remittance advice?

Yes. Trove reads remittance details in the body of an email or in an attached PDF, and picks out which invoices are being paid and when.

What happens when a customer says they've paid but the money hasn't arrived?

Trove drafts a reply saying you'll look out for the payment. Once the payment shows up in your accounting system, the draft updates to confirm you've received it.

Does it update my accounting software?

Yes. Expected payment dates and new contacts that you approve sync back to your accounting software, such as Xero, QuickBooks or FreeAgent, so your team and your cash forecast see the same information.

Which Trove plans include the AI Reply Agent?

The AI Reply Agent is included on every Trove plan, from Essential up. Every plan is a fixed monthly price with unlimited team members.

See it working on your own customers

See AI Reply Agent in action.

Last updated