AI-powered tool for automated follow-ups and debt collection. Integrates with financial and CRM systems, offers intelligent response handling, and personalized communication. Provides users with control over interactions and tracks engagement.
Features
Multichannel and multilingual follow-ups
Automates the follow-up process using multiple communication channels and can adapt to various languages.
Intelligent responses
Automatically provides smart, context-aware responses for better debtor engagement.
Multichannel and multilingual outreach
Automatically follows up with debtors using both text and email in different languages to increase response rates.
AI responder
Generates better emails using AI to improve communication efficiency with debtors.
Dashboard management
Provides a dashboard where you can track performance and manage debtor communication effectively.
Seamless integrations
Connects with various accounting tools to streamline invoice follow-up processes.
Automated Follow-ups
Automatically send reminders to debtors to encourage timely payments, while maintaining a good relationship.
Multilingual Virtual Agent
Engage with debtors in multiple languages to facilitate communication and understanding.
Intelligent Algorithms
Utilize data analysis to tailor the approach for each debtor, enhancing the likelihood of payment.
User Control
Allows users to manually intervene when needed and adjust settings for specific cases.
Invoice Identification
Assign unique numbers to each invoice for better organization.
Payment Status
Indicate whether invoices are paid, pending, or overdue.
Due Date
Set a due date to track how close invoices are to being late.
Client Information
Easily view the invoice list by client name.
Amount Tracking
Add up totals and calculate VAT.
Word Payment Receipt Template
A downloadable Word template for creating payment receipts. It includes customizable fields for information like the payer, payment amount, date, and transaction details.
User-Friendly Customization
The template is designed to be easily customizable by adding your own details and formatting as needed.
Financial Tracking
Helps businesses keep a record of transactions by providing a standardized method to document payments.
Customized tabs
Users can add up to four tabs to set up personalized invoices, facilitating tailored invoice management.
Automatic calculations
Calculates various financial metrics automatically from entered data, aiding in easy management of invoices.
User-friendly interface
Provides a simple and intuitive interface that makes it easy to track and manage payment schedules.
Highlighting feature
Attributes conditional formatting to track upcoming due dates and overdue payments.
Excel Client Payment Tracking Template
A free downloadable Excel template that helps track client payments. It includes structured fields for client details, due dates, payment status, and amounts.