AR Collections Automation
You spend your week chasing invoices instead of running finance.
Each morning, one clean list lands on your desk — every overdue invoice with the right follow-up drafted in your tone, with the right offer. You approve; agents send the emails.
~6 hrs/wk back to you · every overdue invoice touched daily
HOW IT WORKS
Three steps per customer.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents watch your aging report every morning.
Pulled from your AR system — NetSuite, QBO, Sage, or wherever receivables live. Every overdue account surfaces with invoice history, last contact, and relationship context from your CRM attached.
Step 2
Agents draft the right follow-up for each customer — in your tone.
Different customers get different notes: a light reminder, a payment-plan offer, a final-notice tone. Each drafted against prior threads and what worked before. Nothing is boilerplate.
Step 3
Your Controller approves the batch. Emails send.
One approval list, drafted, held. Approve the full batch or send back a note you want reworded — agents redraft within the hour. Payments land in your account within the cycle.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Write off a receivable or issue a credit without your Controller's sign-off.
- Escalate a customer to a final-notice tone without your approval.
- Send a collections email without you approving the draft.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Any account can be routed to ‘notify only’ mode — agents draft internally, you handle the outreach yourself.
Every draft is held for your Controller’s approval before send. We use your CRM contact hierarchy; you correct routing before anything goes out.
Yes. HubSpot, Salesforce, Pipedrive, and most mid-market CRMs. Customer relationship context pulls into every draft automatically.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
