Get paid sooner without straining the relationship: a solution built for you at scoping, where AI drafts each reminder and you decide whether it goes out.
Chasing overdue customers is the job nobody wants: it takes method, tact and time, and it always comes last. This solution reads the customer accounts in your ERP or invoicing software, keeps the ageing balance current, proposes for each overdue invoice the reminder that fits its age and the customer's history, and hands it to the account owner: nothing is sent without their approval. Expected receipts feed a cash forecast that corrects itself with every payment. The solution is designed and built at scoping, from building blocks we already run internally: reminder preparation inside a CRM (a person sends) and overdue alerts in our invoicing tool.
A reminder that cites the right invoices, accounts for the partial payment received the day before and respects the promise made on the phone is received as a service, not as pressure. That is what AI drafting makes possible, and what human approval guarantees: the customer always deals with a person who knows their file. What the tool changes in the work: the ageing balance is maintained continuously, every reminder rests on the facts of the file, and finance reasons on a forecast kept current rather than on a spreadsheet rebuilt at month end.
A manufacturer invoices dozens of customers every month. The AI sorts open invoices by age, prepares the courtesy notice ahead of the due date, then the first and second reminders with the list of invoices concerned. The account owner reviews, softens the tone if a dispute is open, and sends from their own mailbox. Customers who promised a date are checked on that date, not chased before.
An accounting firm runs dunning for several companies. Each file has its own scenarios, tone and signatories. The AI prepares reminders file by file; the firm's staff approve in bulk what raises no question and review sensitive accounts one by one. Each company's owner receives the state of their ageing balance without having to ask.
The finance director of a mid-cap presents a three-month cash position every month. Expected receipts are weighted by the payment behaviour actually observed for each customer, known outflows are added, and the table recomputes with every payment. The delay assumption for each customer is visible and editable: the forecast remains the finance director's, not the machine's.
When graduated reminders have failed, the AI assembles the file: invoices, reminders sent with dates, replies received, broken promises. It drafts the formal notice from the template approved by your legal counsel. Signing and sending remain a management decision; litigation is outside the scope.
This product applies to the following business functions. Click to discover how we adapt it to each.
These products combine with this one for complete programs.
Issue your invoices, read your suppliers' invoices and match your bank statement in one place, then hand everything to your accountant.
A clean, branded quote where every price is entered from your rate card and never comes from a model's imagination.
Run multiple specialized AI agents together, on real business task chains — without breakage and without rogue agents.
Keep humans in the decision on critical cases, at scale.
No. The AI drafts the message and places it in an approval queue; the account owner reviews, edits or rejects it, then sends it from their own mailbox. A key customer, an open dispute or a payment received in the meantime change the decision, and that decision stays human. Bulk sending is possible for courtesy notices ahead of the due date, always after approval.
Two modes, set at scoping according to what your ERP or invoicing software allows. Automatic: it exposes an API, a connector or a scheduled file exchange; customer accounts and receipts are read without intervention and dunning statuses are written back. Semi-automatic: you export the customer balance and receipts at the agreed frequency, the solution works on those files and returns the approved reminders and the statuses to record. No connector is taken off the shelf: it is built for your project.
As reliable as its inputs. Expected receipts are weighted by the delays actually observed for each customer, known outflows are added, and every assumption is visible and editable by finance. The solution does not guess receipts that have not been invoiced or exceptional events; it provides a base that stays current, which you adjust with what you know.
Debt collection litigation, factoring, credit insurance and customer scoring. The solution stops at the formal notice prepared for signature. It does not decide to block a customer account or a delivery either: it flags, management decides. And it does not exist off the shelf: it is assembled at scoping from building blocks we run internally, and its exact scope depends on your ERP and your dunning rules.
We give no timeline before a trial on your own figures: an export of your customer balance and receipts over a recent period, anonymised if needed. We produce the ageing balance, the reminders that would have been proposed and a first forecast, and compare them with what you actually did. Scoping then fixes the integration mode, dunning scenarios, signatories, hosting and project duration.
Free initial scoping, 30 minutes to 2 hours, with a solution lead adapted to your sector.