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.

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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.

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.

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.

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