Accounts receivable automation, from invoice to reminder to collection

Getting invoices out the door, accurately and on time

The first cause of slow payment is slow invoicing. When an invoice goes out days after the work is done, the clock on your payment terms starts late and cash arrives late. We automate invoice creation from the triggers that already exist in your business, a closed deal in your CRM, a completed order, a logged milestone, pulling the customer, amounts, tax, and terms into a correct invoice in your accounting system and sending it the moment it is due to go.

Accuracy matters as much as speed, because a wrong invoice invites a dispute and delays payment further. Every automated invoice is validated before it is sent: amounts against the source record, tax recomputed, customer details matched against your master data. Where an invoice needs judgement, an unusual arrangement or a customer with special terms, we route it for a quick human check rather than sending on autopilot. The routine invoices go out instantly; the exceptions get a person.

• Create invoices automatically from CRM deals, completed orders, or logged milestones
• Validate amounts, tax, and customer details before anything is sent
• Send invoices the moment they are due, so payment terms start on time
• Route unusual or special-terms invoices for a quick human check first

A dunning cadence that runs itself, tactfully

Chasing payment is a cadence, not a one-off: a friendly reminder before the due date, a prompt just after, then a firmer sequence as an account ages. Doing this by hand means it happens inconsistently, usually only when someone remembers or when cash gets tight. We automate the whole schedule so every customer gets the right message at the right stage, tied to the actual status of their invoices in your ledger.

Tone is part of the design. Early reminders are gentle and assume the best; the sequence escalates only as an account genuinely ages, and you set where the lines sit. An LLM can draft reminders that fit your voice and reference the specific invoice, so the messages read as written by your team rather than stamped out by a machine. And the moment a customer pays, the reminders stop, because nothing damages a relationship like dunning someone who has already settled.

• Scheduled reminders before and after due dates, tied to live invoice status
• Escalation that firms up as an account ages, with thresholds you control
• Reminder drafts in your voice, referencing the specific invoice and amount
• Reminders stop automatically the moment payment is received

Prioritising collections, and knowing when to call

Not every overdue account deserves the same effort. A large balance from a normally reliable customer who has slipped is worth a personal call; a small balance in early arrears just needs the automated nudge to keep doing its job. We build a prioritised view of receivables that ranks overdue accounts by size, age, and history, so your team spends its collection time where it moves the most cash, instead of working the list top to bottom.

The sensitive part, the actual conversation with a valued customer who is late, stays firmly with your people. Automation is there to make sure that conversation is well-prepared and well-timed, not to have it on your behalf. A machine sending increasingly stern emails to a major client is a good way to lose them; a person calling at the right moment, armed with a clean picture of the account, is how you get paid and keep the relationship.

Clean records, an audit trail, and honest limits

Everything the automation does writes back to your accounting system and leaves a trail: which invoice was sent when, which reminders went out, what a customer was told, and when they paid. Your AR ledger stays current without manual updating, and when a customer queries their account, the history is right there. This is the same audit-trail discipline we apply across finance, because a receivables process you cannot reconstruct is one you cannot trust.

We are also clear about what automation should not touch. Deciding to put an account on hold, to negotiate a payment plan, or to escalate to formal collections is a business judgement, and any regulated debt-collection steps sit outside what we do. We build the invoicing, the reminder cadence, and the prioritisation, running on infrastructure you own; the decisions about difficult accounts stay with your team, informed by the clean picture the automation gives them.