What this fixes.
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DSO is 15 days longer than peers
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Reminder emails stop when team gets busy
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Relationships strained by collection script
Three jobs, on rails.
Per customer
Tone + frequency by account profile.
By bucket
30/60/90 day escalation with reminders.
AI dialler
Optional AI voice reminder for 60+ day buckets.
The path.
Segment customers by account size, history and relationship-sensitivity.
Write the escalation ladder per segment; the agent matches tone.
Connect AR ageing data and email; reminders go out from a real mailbox.
Reserve human follow-up for the 60+ day bucket and the strategic accounts.
One scenario, one outcome.
A strategic enterprise customer is 28 days past due — never been late before.
First nudge is friendly and short, references their dedicated CSM, attaches the invoice. Paid within 48 hours. Relationship intact.
Scoped on a call.
1–2 weeks
Pilot → retainer
Scope confirmed in a 30-minute call. Fixed scope, fixed timeline before you sign. We'll send a one-page proposal within 48 hours.
Book a call →Same category.
Invoice OCR & 3-Way Match
Reads inbound invoices (PDF / email / scan), matches against POs and receipts, posts to your ledger.
Expense Auditor
Audits 100% of T&E expenses against policy, flags duplicates, out-of-policy items and patterns.
Cash-Flow Forecaster
13-week rolling cash forecast that ingests AR, AP, payroll and historicals — refreshed nightly.