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Collections

Get paid faster, without chasing invoices

Once you turn on the Collections agent, it starts collections the day an invoice is overdue and brings your team in only when an account needs a decision.

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Agent at work

The Collections agent chases for you

It sends reminders on your schedule, and hands a person only what needs one.

  • Collections agent

    2 dunning steps waiting, $16,300

  • Quern Selvedge Inc

    Reminder sent for INV-6077

  • Windrow Chicory Inc

    Day 21 statement sent for INV-7288

  • Receivables

    32 open invoices, $526,400, 16 days to collect

How overdue invoices get chased

Reminders start the day after it is due

With the Collections agent on, each overdue invoice enters its reminder sequence the morning after it is due, unless a disputed payment or a pause holds it.

06:00

on 1 July, the first reminder for an invoice due 30 June

Most overdue cash comes back on reminders

Reminders clear most overdue balances before anyone is assigned.

82%

of overdue money recovered before anyone was assigned

Each reminder firmer than the last

A day-one nudge and a day-21 statement to accounts payable are different messages.

3

automatic reminders before a person takes over

What it saves

DSO down from 32 days to 16

June 2026 in the example workspace, against June 2025.

$526,400

more cash in hand than the same receivables held at last year's 32 days

93.1%

of what fell due in June collected: $1,148,000 of $1,233,100

$318K

of Q3 collections brought 3 weeks earlier by the Collections agent's July plan

When a person steps in

In June, 14 invoices went past due and 2 needed a person. The reminders worked the rest.

Three automatic steps, then a person

Reminders at day 1, day 7 and day 21, then a named owner at day 45.

  • Sequences differ by balance size
  • A payment stops the reminders straight away
  • A disputed payment holds the sequence for review

Where one overdue balance sits today:

Invoice
INV-7288
Customer
Windrow Chicory Inc
Amount
$18,900.00
Due
May 31
Step
Day 21 · statement sent to the AP contact

Where the $203,500 past due went

Went past due$203,500
Cleared before anyone was assigned−$166,800
A named owner took it−$16,300
Still open$20,400

$203,500 went past due: day 1 · reminder −$89,500, day 7 · second notice −$48,800, day 21 · ap contact −$28,500, day 45 · named owner −$16,300, still open $20,400.

Where the $203,500 past due went

82% cleared before anyone was assigned.

Questions finance asks first

With the Collections agent on, each overdue invoice gets 3 reminders: the morning after it falls due, day 7 and a day-21 statement to accounts payable. At day 45 a named owner takes over; a disputed payment holds the sequence.

Included with Growth and above.See pricingBook demo

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