It keeps open items in view, prepares payment reminders in escalation stages, and matches incoming payments. Nothing goes out until you approve it.
Open items from accounting land in a spreadsheet that only gets looked at every few weeks. Due invoices sit unnoticed for days as a result.
For every overdue invoice, the payment reminder, first and second dunning notice have to be drafted individually, due dates recalculated, and letters adapted one by one.
Bank statements and the open items list are checked against each other by hand to work out which reminder still needs to go out and which case is already resolved.
Customer promises ("I'll pay next week") end up in emails or on sticky notes and aren't tracked systematically, which lets dunning slip further behind.
Bottlenecks specific to your workflow are included in the scope.
The agent prepares, you approve.
Reconciles the open items list from accounting/ERP every day and automatically flags due and overdue invoices.
Drafts the payment reminder, first and second dunning notice, including correct deadlines and amounts, matched to the relevant escalation stage.
Presents the prepared reminders for review and only sends them once a staff member has approved them.
Checks incoming payments against open items and updates the status, so resolved cases don't get dunned any further.
Tracks follow-ups for customer promises and payment terms, and flags in good time when a follow-up is due.
Your own checks, exceptions and rules, built in like the standard.
Dunning stays consistent, and nobody has to keep the open items list in their head.
Proven agent logic, mapped individually: your process, your checks, your software landscape. Tailored, not off the rack.
30 minutes, one process from your business.