AI-Powered Collections & AR Management

Overview

An end-to-end AR and collections platform for any business with recurring invoices — agencies, B2B SaaS, professional services, healthcare. The system predicts which open invoices will go past due based on the customer's payment history and signal data, drafts outreach tailored to the customer's tone and relationship value, schedules follow-ups at the highest-converting time of day for that customer, and offers one-click payment links that bypass the awkward 'where do I send the wire' friction. Hardship and dispute paths route to humans. Successful payments and partial commitments are logged. Aging buckets re-forecast in real time.

The Challenge

Collections AI lives or dies by tone. Send the wrong message to your best customer over a 12-day past-due and you've damaged a 10-year relationship over $1,800. Send the right message to a chronic late payer at the right hour and you'll get paid same day. The system has to understand customer value, relationship history, and the actual cadence each customer responds to — and it has to do this without sounding like spam, scaring legal, or violating FDCPA / regional collection rules.

Our Approach

We model AR risk against your historical payment data, then build a tone-aware outreach engine on top. The risk model predicts payment-date probability rather than just past-due bucket. The outreach engine has a library of tone variants — gentle, neutral, firm — and selects based on customer value, history, and current relationship signals from your CRM. Send timing is optimized per customer based on which hour-of-day produces responses. Payment links go through your existing processor (Stripe, Square, ACH), and dispute paths route to a defined human queue. The whole motion is FDCPA-aware where applicable and logged for audit. Integration into QuickBooks, NetSuite, Sage, or your custom AR system.

Key Features

• Per-invoice payment-date probability prediction
• Tone-aware outreach (gentle / neutral / firm) selected per customer
• Send-timing optimized by customer hour-of-day responsiveness
• Multi-channel outreach (email, SMS, voice, in-platform)
• One-click payment links via your processor
• Hardship plan offers and dispute routing to humans
• FDCPA-aware copy and logging where applicable
• Integration: QuickBooks, NetSuite, Sage, custom AR

Results

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