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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
Your accountYour branding, your domain

Total balance

$248,897

Overdue

$248,897

Pay balance

Card, transfer, PayTo

Payment plan

Propose your own

Raise a dispute

Tracked to close

Synced to your ERP in real timePay balance now

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
Reminder strategiesPaid within 7 days
Pre-due nudge$1M+ accountsBest71%
Tier-1 softWatchlistGood66%
Standard 3-stepUnder $10kGood52%
Long-tail digestAll tiersRetire41%

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
AI voice callCompleted, no escalation
Balance confirmedFour invoices, one query resolved
Payment commitment taken$12,400 on 14 Nov
Dispute raised and routedShort shipped, sent to claims

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
Invoice deliveredEmail, portal and AP network

INV-4021

$944.90

Due 13 October

Pay this invoice

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

L'Oréal

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.