Main Product · Business Automation

AR Collection Automation for invoice reminders, warning letters, legal notices, AI follow-up, and manager reporting.

An automation solution that helps finance, collection, and legal teams manage overdue invoices consistently, with documented actions and manager-ready visibility.

Request Demo / Send Brief Discuss via WhatsApp

Problem

Invoice follow-up is often late, inconsistent, and difficult to audit.

Collection teams often rely on manual reminders, separated spreadsheets, and scattered communication. This makes overdue follow-up inconsistent, warning-letter status unclear, and outstanding risk harder for managers to evaluate.

Solution

Workflow automation for reminders, escalation, and reporting.

The system reads invoice due dates and aging, then prepares emails, letters, warnings, legal notices, AI follow-up, and manager reporting by stage. Legal actions use an approval gate before delivery.

Before vs After

From manual follow-up to measurable collection workflow.

Before

Collection is manual and difficult to audit

  • Invoice reminders are often late or inconsistent.
  • SP1, SP2, and SP3 status is scattered across spreadsheets and email.
  • Legal notices do not always have a clean approval trail.
  • Managers struggle to read aging, risk, and follow-up priority.
  • Customer responses are not documented in one history.
After

Collection runs with triggers, approval, and reporting

  • H-3 reminders and payment requests are prepared automatically.
  • SP1, SP2, and SP3 follow overdue aging rules.
  • Legal notices use manager/legal approval before delivery.
  • Managers receive dashboards and daily/weekly reports.
  • AI supports follow-up drafts and customer response summaries.

Implementation Options

Start simple, then scale into a full system.

MVP

Spreadsheet + Email Automation

Suitable for early validation using Excel or Google Sheets, email templates, and basic reporting.

  • Invoice aging tracker
  • Basic email reminder
  • Daily/weekly summary
Professional

Dashboard + Approval Workflow

Suitable for collection teams that need better control, letter templates, approval, and dashboard visibility.

  • Web dashboard
  • SP and legal notice templates
  • Manager/legal approval
Enterprise

ERP Integration + AI Layer

Suitable for organizations that need data integration, audit logs, AI summaries, and escalation control.

  • ERP/API integration
  • Complete audit log
  • AI response summary

Data Required

Minimum data to start automation

Invoice Number Customer Name Customer Email Invoice Amount Due Date Payment Status Collection PIC Invoice Attachment Letter / Email Template Approval Person

Manager Report Preview

Daily Collection Report

Total OutstandingIDR 1,280,000,000
Due Today18 invoices
Overdue 1–7 Days42 invoices
Overdue 8–14 Days25 invoices
Overdue 15–21 Days14 invoices
Overdue >21 Days9 invoices
Legal Notice Pending Approval3 customers
Top Risk Customers10 accounts

Package Positioning

Choose implementation scope based on data readiness and team needs.

Final pricing depends on invoice volume, number of templates, approval flow, delivery channels, and integration requirements. These packages are used as an initial discussion structure.

Starter

MVP Spreadsheet Automation

For quick validation using Excel/Google Sheets, email templates, and basic reporting.

  • Invoice aging tracker
  • H-3 and due-date reminder
  • Basic warning letter status
  • Simple daily/weekly report
Discuss Starter
Professional

Dashboard + Approval Workflow

For collection teams that need a stronger system with dashboard, approval, warning letters, legal notices, and audit log.

  • Web dashboard
  • SP1, SP2, SP3 automation
  • Legal notice with approval
  • Manager report preview
  • AI follow-up draft
Request Professional Demo
Custom Enterprise

Integration + AI Governance

For companies that require ERP/API integration, user roles, audit trail, and stricter governance.

  • ERP/API integration
  • Multi-user access
  • Advanced audit log
  • AI response classification
Discuss Enterprise

Case Study Simulation

Simulation for a B2B company with 300 invoices per month.

This example is an operational simulation so prospective clients can see how AR Collection Automation works from manual collection toward a more measurable workflow.

Open Case Study
Initial State300 invoices/month, scattered follow-up, inconsistent warning letters.
SolutionH-3 reminder, SP1-SP3, approved legal notice, AI follow-up.
OutputAging dashboard, manager report, audit log, escalation list.
Operational ImpactMore consistent follow-up and clearer collection priority.

Implementation Timeline

A 4-week implementation view for the Professional version.

Week 1

Mapping

Map invoice data, aging rules, letter templates, PIC, and approval persons.

Week 2

Workflow Setup

Set up reminders, payment request, SP1, SP2, SP3, and legal notice approval.

Week 3

Dashboard & Report

Set up dashboard, manager report, audit log, and AI follow-up draft.

Week 4

Testing & Go-Live

Test workflow, revise templates, hand over to users, and run staged go-live.

Trust & Governance

Designed for control, not uncontrolled automation.

Collection systems must preserve documentation, approval, and communication boundaries. AR Collection Automation is positioned as a workflow assistant that supports the team, not a replacement for legal decision-making.

Human approvalSP3, legal notices, and legal escalation still use approval.
Audit trailEmail history, status, approval, and follow-up are documented.
Template basedMessages follow company-approved templates.
Privacy awareCustomer and invoice data are handled according to workflow needs.
Manager visibilityManagers see outstanding, aging, and escalation risk.
Legal disclaimerThis automation is not a substitute for formal legal advice.

Who This Is Not For

Not every business needs a full collection automation system.

  • Businesses with very few invoices and manageable manual follow-up.
  • Companies without minimum invoice data such as due date and payment status.
  • Teams that want AI to send legal notices without human review.
  • Collection workflows without clear PIC, templates, or approval persons.

Lead Magnet

Download / print the AR Collection Readiness Checklist.

Use this checklist to assess whether your invoice data, letter templates, approval flow, and manager reporting are ready for automation.

Open Checklist Request Demo

Impact Estimator

Estimate operational impact before demo.

This is not a final financial projection. It helps estimate manual follow-up workload and prioritize the collection workflow scope.

Estimated manual workload 16 hours / month

Use this as a discussion baseline for automation scope.

Collection Flow

Automated triggers based on due date and overdue aging.

H-3Invoice Reminder

Email reminder before due date.

DuePayment Request

Payment request letter.

D+7SP1

Warning Letter 1.

D+14SP2

Warning Letter 2.

D+21SP3

Warning Letter 3.

LegalNotice 1, 2, 3

Legal notice with approval.

AIFollow-up Draft

Response draft and customer summary.

ReportManager Reporting

Dashboard and summary email.

Deliverables

Possible outputs

  • Invoice aging tracker and customer collection status.
  • Email templates for reminder, payment request, SP1, SP2, SP3.
  • Legal Notice 1, 2, 3 template with approval workflow.
  • AI follow-up drafts and customer response summaries.
  • Outstanding dashboard, aging bucket, and escalation list.
  • Daily / weekly reporting for collection managers.

Ideal Users

Built for teams that need better collection control

  • Finance and AR teams.
  • Collection and credit control teams.
  • Legal and compliance teams.
  • B2B service companies, distributors, leasing/internal AR.
  • Companies with recurring invoices or high overdue accounts.

AR Collection FAQ

Key questions before implementation.

This FAQ helps prospective clients understand scope, legal control, AI follow-up, and required data.

Are warning letters and legal notices sent automatically without approval?

That is not recommended. Reminders and payment requests can be automated. SP3, legal notices, and legal action should use manager or legal approval before sending.

What data is required to run this automation?

The minimum data includes invoice number, customer name, email, invoice amount, due date, payment status, collection PIC, and the letter or email templates to be used.

Can AI directly contact customers?

AI can be used to prepare follow-up drafts and summarize customer responses. Sensitive or legal-toned messages should still use human approval before delivery.

Can this start from Excel or Google Sheets?

Yes. The MVP can start from a spreadsheet and later evolve into a web dashboard when invoice volume and approval requirements become more complex.

Can manager reports be generated daily or weekly?

Yes. Reporting can be daily, weekly, or threshold-based, such as largest outstanding amount, aging above 21 days, or customers requiring escalation.

Request Demo

Want AR Collection Automation adapted to your company workflow?

Send an initial brief so the invoice data, letter template, approval flow, and manager reporting can be mapped.

Request AR Collection Demo View Homepage Demo