Intelligence
Finance & Collections Intelligence
Receivables treated as an operational workflow, not a report
Collections and finance operations run as workflow: who owns each account, what was promised, what is disputed, and what will actually land this month.
The starting condition
What this usually looks like before
- The ageing report is exported monthly, discussed, and then not acted on systematically.
- Promises to pay are remembered by individuals, not recorded against invoices.
- Disputes are discovered at day 75, when leverage has already gone.
Capabilities
What we build
Account ownership
Every overdue account has a named owner, a next action and a due date that ages visibly.
Commitment tracking
Promise-to-pay records linked to invoices, with automatic follow-up when a commitment lapses.
Dispute workflow
Disputes raised, categorised and routed to the operational team that can resolve them.
Escalation ladders
Defined escalation by ageing band and exposure, including reminder templates and legal thresholds.
Cash intelligence
Expected collections modelled from commitments and observed payment behaviour, not from due dates alone.
Outcomes
What you should expect to change
- Shorter collection cycles through consistent follow-up
- Disputes surfaced early enough to resolve
- Realistic short-term cash visibility
- Less dependence on individual memory
Where AI fits
Agents draft reminder correspondence in the right tone and language, read remittance advices and payment confirmations into structured records, and flag accounts whose behaviour has changed.
Typical integrations
- Accounting
- ERP
- Banking exports
- Messaging
Common in
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