Collections · demo with sample data
Collections across all regions, from each store's daily close to the applied payment
For distributors with multiple regions: receivables come from each store's point of sale, reminders go out according to rules, and each payment is applied after a person's review.
What it solves
The problem
Following up on receivables across several regions was manual work. Reminders went out one by one, proof of payment got lost in email, payments were applied without a clear order, and finding out how much was owed required combining each store's daily close.
What it does
An agent layer that works alongside each store's point of sale, email, WhatsApp and reconciliation spreadsheets. It receives and validates each store's daily close, reads proof of payment sent to the collections inbox, sends reminders under fixed rules and answers questions in read-only mode. A person decides whether to verify a payment, apply a payment or save an import.
The result
Receivables across all regions appear on one screen as of the daily close, each reminder goes out on time and within policy, and each payment is verified, applied and recorded with a reference number and a person responsible.
How it looks
Run by the system
It receives and validates each store's daily close, calculates balances and aging by region, escalates follow-up by email, WhatsApp and phone according to policy, reads proof of payment from the collections inbox, proposes which invoices a payment should be applied to and answers questions about receivables without changing data.
Decided by a person
Which proof of payment is verified or rejected and which customer it belongs to, which invoices each payment is applied to, whether a daily close is saved, which new customer is approved and when a case moves from automatic follow-up to a person.
- One view of receivablesAll regions and stores at the day's close, with aging and overdue balances.
- Follow-up that doesn't get droppedEmail, WhatsApp and calls in sequence, with schedules and limits for each customer.
- Payments with evidenceEvery verified proof of payment and applied payment has a reference number and a person responsible.
- Works with what is already in placeEach store's point of sale stays the same; the platform validates what it sends.
“This project began with a distributor operating in several regions that handled collections manually, region by region and customer by customer.”
Each store recorded sales and payments in its own point of sale. Finding out who owed money and since when required combining daily closes, reminders depended on someone sending them, and proof of payment arrived separately by email.
What would it look like in your operation?
We review it with you in 30 minutes using your processes and systems.
