Financial Services · Collections

Payment Reminder & Collections

Improve cash flow and reduce DSO with respectful, automated payment recovery.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Detects an overdue balance and reaches the customer courteously.
  2. Shares the amount due and a secure pay link.
  3. Offers a payment plan where policy allows.
  4. Reconciles paid items and escalates disputes / hardship to a human.

Data sources

AR / ledger export Payment status

What it targets

  • Overdue balances recovered Target 38%
  • Days sales outstanding Target -9d
  • Reminder → payment rate Target 30%