Accounts Receivable Collections Follow-Up Workforce
A finance workforce that monitors outstanding invoices, sends tiered payment reminders, reconciles incoming payments, and escalates aging accounts to a human — shrinking days-sales-outstanding without adding headcount.
The problem this solves
Finance teams manually track which invoices are overdue and send reminders inconsistently. Aging receivables tie up cash and chasing payments steals time from higher-value finance work.
How the workforce works
- Step 1
Invoice Monitoring Agent
Track every outstanding invoice and its aging status.
Continuously watches open invoices and classifies them by how overdue they are, keeping a live view of receivables.
Accounting systemInvoicing system - Step 2
Reminder Sequencing Agent
Send the right reminder at the right time.
Sends tiered, on-brand payment reminders based on how overdue each invoice is, escalating tone appropriately.
EmailAccounting system - Step 3
Payment Reconciliation Agent
Match incoming payments to open invoices.
Reconciles received payments against outstanding invoices and closes them out automatically when they match.
Accounting systemBank feeds - Step 4
Escalation Agent
Hand aging accounts to a human with context.
Flags accounts that pass a defined aging threshold and routes them to the finance team with the full payment history.
Notification channelsTask queues
Frequently asked questions
- Will customers receive impersonal automated messages?
- Reminders are sent on-brand and tiered by how overdue an invoice is. A human is brought in for sensitive or aging accounts, so relationships are preserved.
- How does payment reconciliation work?
- The reconciliation agent matches incoming payments to open invoices and closes them automatically when they match, flagging anything ambiguous for review.
- What happens to accounts that stay unpaid?
- Once an account passes an aging threshold you define, it is escalated to a finance team member with full payment history so they can take the right action.