Case Study Simulation

AR Collection Automation simulation for a B2B company with 300 invoices per month.

This simulation shows how collection workflow can become more consistent while keeping human approval for legal-sensitive actions.

Initial condition

The company has around 300 invoices per month with follow-up scattered across spreadsheets, email, and manual notes. Reminders are inconsistent, warning-letter status is hard to monitor, and managers do not always get a quick aging overview.

Solution applied

The workflow is designed around invoice aging. The system prepares H-3 reminders, payment requests on due date, SP1 at D+7, SP2 at D+14, SP3 at D+21, then staged legal notices with manager/legal approval.

Main outputs

• Invoice aging and customer outstanding dashboard.
• Template-based email reminders and warning letters.
• Approval gate for SP3 and legal notices.
• AI follow-up drafts and customer response summaries.
• Daily or weekly collection reports for managers.

Expected operational impact

Follow-up becomes more consistent, customer status is easier to read, overdue risk can be prioritized, and collection communication becomes more documented. This simulation does not claim final financial outcomes, because real results depend on data quality, company policy, and implementation discipline.