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Collections · Project 05

Cash stuck in 60- and 90-day

Wholesaler. Overdue invoices chased without a collector on the file.

12 days

Sooner the cash lands

What it looked like before

A wholesaler had cash sitting in 60- and 90-day. One person chased it when they had a spare hour, which was not often.

What replaced it

The system sends the right chase on the right invoice, in their voice, and hands over the ones that need a human. Cash comes back about 12 days sooner.

What it still does not do

Disputed invoices are not its business, and it stops on any account somebody has flagged as a relationship worth protecting.

Cash stuck in 60- and 90-day. Work arrives, then splits. The system takes the standard path. A person takes the exceptions. Both end in the same result.An invoice runs lateThe systemChases on terms,in their voiceA personDisputes, andflagged accountsPaid, or a decision
Where the work goes now. The right-hand box is the part we did not automate.

How it was built

Trained onTheir aging report, their payment terms, and the chase emails they had already been sending.
Runs inTheir accounts, on their billing, run by a named person on their team. We hand over the keys and the training that goes with them.

Industries where this comes up

Other projects

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