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Wholesale · Project 05

Collections system

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

12 days

Sooner that cash comes back

What it looked like before

A wholesaler had cash sitting in 60- and 90-day. One person chased when they had time.

What replaced it

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

The result

Overdue invoices chased without a collector on the file.

How it was built

Trained onTheir ageing data, their payment terms, and the chase emails they had already been sending.
Where a human stayedAnything disputed, and any account flagged as a relationship risk.
Runs inTheir accounts, on their billing, owned by a named person on their team.

Industries where this comes up

Other transformations

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