Collect Intelligently
Collections that protect the relationship, not just the invoice.
A self-service portal your customers actually use, with AI voice and smart dunning behind it, so your team focuses on exceptions. Your customers get a collections experience that is professional, not aggressive.
- L'Oréal–85% inbound calls
- +40% AR team productivity
- AI voice collections
Modules included
What’s included.
Self-Service Customer Portal
The main way your customers deal with you. They see invoices and statements, pay, raise a dispute, agree a payment plan and track it through, on their own schedule and without calling your team. Branded as yours, synced to your ERP in real time, and deep enough that it answers the questions your team currently answers by hand.
- The channel your customers use by default, not a fallback for the ones who ask
- Invoices, statements, payments, disputes and payment plans in one place
- Branded as yours: your logo, your colours, your domain
- Real-time ERP sync, so balances and invoice status are always right
Total balance
$248,897
Overdue
$248,897
Pay balance
Card, transfer, PayTo
Payment plan
Propose your own
Raise a dispute
Tracked to close
Fewer inbound calls, because the reason to call is gone.
Customer Engagement & Dunning
Configurable dunning sequences across email, SMS, and portal notifications. Escalation logic, contact preference handling, and a full audit trail. Reduces manual outreach by 70%+, because your team sets the rules once and the system runs them.
- Configurable sequences by customer segment, risk level, or payment history
- Email, SMS, and portal, whichever channel your customer responds to
- Escalation rules and contact preferences handled automatically
- Full audit trail for every customer interaction
Set the rules once. The cadences that stop working get retired, not repeated.
AI Voice Collections
Outbound AI voice handles routine collections conversations: balance queries, payment commitments, payment plan negotiations, and dispute triage. Available 24/7. Escalates to a human when the conversation requires one. Conversations are professional, structured, and on-brand rather than aggressive or impersonal.
- 24/7 outbound collections without additional headcount
- Handles balance queries, payment commitments, and plan negotiations
- Escalates to a human agent seamlessly when needed
- Every conversation logged, summarised, and actioned automatically
Logged, summarised and actioned. 24/7, and it hands over to a person when it should.
EIPP & Invoice Presentment
Invoice delivery with embedded payment links. Customers pay directly from the invoice, with no login and no portal to navigate. Remittance is captured automatically on your side. Removes the gap between invoice receipt and payment action.
- Invoices delivered with embedded, one-click payment links
- No login required for customers to pay
- Remittance captured and matched automatically
- Faster payment, with less friction between invoice and action
INV-4021
$944.90
Due 13 October
No login. No portal to find.
Remittance comes back matched, so nobody applies it by hand.
Outcomes
What clients measure afterwards.
- –85%
- Fewer inbound customer calls
- +40%
- AR team productivity
- +40%
- Payment value collected
- 70%+
- Less manual outreach
Real-world enterprise results, verifiable on reference.
Client outcome
–85%
Fewer inbound customer calls
FMCG · Australia
Inbound calls fell by 85% while customer satisfaction improved. The collections work did not move to someone else, it stopped being necessary.
- –85% inbound support calls
- +40% AR team productivity
- +40% payment value collected
- Customer satisfaction improved alongside
See what Collect Intelligently looks like for your business.
30 minutes. We’ll show you where your working capital is being held back, and what changes when it isn’t.
