01
Identify pending invoices
The agent detects due dates and overdue amounts based on the calendar and criteria your finance operation already applies.
Collections and payments
Turn collections into a predictable operational process. The agent identifies overdue invoices, runs the right sequence per customer profile, confirms detected payments and escalates sensitive cases with full history. The finance team stays in control without spending the day chasing contacts.
How this flow works
02
Run the appropriate sequence
It launches structured communications, captures customer responses and adjusts the next step based on observed behaviour.
03
Escalate by risk level
Sensitive cases go up to the owner with full history and a suggested next step based on the observed pattern.
What changes in the operation
More predictable collection cycles
The first communication line always runs, so delays don't extend due to lack of follow-up.
Less manual chasing for the team
The finance team stops spending time on routine reminders and concentrates on cases that actually need negotiation.
Better coverage across the portfolio
Management no longer depends on daily capacity; every account receives the follow-up defined by policy.
Escalation with judgement and context
Sensitive accounts escalate with history, prior interactions and signals that allow owners to decide with complete information.
Frequently asked questions
Can we segment by risk?
Yes. You can configure different routes per customer profile, debt age or contract category.
Does it detect payment confirmation?
Yes. Payment status can close active tasks or trigger next steps in the process without manual work.
Can reminders stop automatically?
Yes. The sequence pauses when the invoice status changes or signals that require human intervention are detected.
Automate payment reminders with risk control
Run structured reminder sequences, confirm received payments and escalate sensitive accounts under the policies defined by your finance team.