AR Collections Automation

We build AR collections workflows that make follow-ups, disputes, and reconciliation predictable and traceable—alongside your ERP, without handling payments.

This is our most common starting point. For the full map of what we deliver, see Capabilities.

Start a fit check

Worklist

Prioritize next actions

Exceptions

Route out-of-sync events

Approvals

Manager review & audit

What it includes

Prioritized collector worklists

Equip collectors with dynamically ranked queues and clear next actions to maximize focus.

Follow-up sequences

Automate cadence logic with embedded reminders and structured escalation paths.

PTP and dispute handling

Capture consistent states for promises to pay and disputes, triggering native approvals.

Reconciliation queues

Surface “out-of-sync” items early, routing exceptions directly to the relevant owners.

Manager exceptions

Provide management with simple override tools for sensitive financial actions.

Audit trails

Ensure completely traceable outcomes permanently tied to events, logic, and users.

Signs you need this

Work lives across spreadsheets, inboxes, and scattered private notes.
Follow-ups depend on individual discipline, making team audits nearly impossible.
Disputes or Promises to Pay (PTPs) lose ownership or stall indefinitely.
Reconciliation issues surface late in the cycle, delaying reporting.
Reporting is fundamentally unreliable because workflow states aren't captured centrally.
Quick fit check: 15–20 minutes with an engineer. Reply in 1–2 business days. We’ll recommend a first workflow slice after hearing your context.
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Typical workflows

Prioritized collector worklists
  • Queues ranked by rules you define (aging, amount, segment, SLA).
  • Reason codes + “next action” guidance natively integrated.
  • Clear ownership per line item to avoid overlap.

Follow-up sequences
  • Cadence logic with systematic reminders.
  • Pre-defined escalation paths to management.
  • Accountability mechanisms to ensure no silent drops.

PTP + disputes
  • Consistent status tracking and required input fields.
  • Automated routing to avoid stalling on handoffs.
  • Secure sign-offs for sensitive outcome adjustments.

Reconciliation queues
  • “Expected vs actual” mismatches isolated and queued.
  • Step-by-step resolution pathways mapped to owners.

Manager exceptions + approvals
  • Fast approvals for routine, low-risk cases.
  • Tighter systematic control for critical overrides.
  • Permanent audit trail for every single decision.

First version scope (Safe V1)

1

One prioritized worklist

Focus on either collector logic or a single reconciliation stream.

2

Small set of actions

Limit next actions and reason codes to the most critical paths.

3

One approval path

Route sensitive outcomes through a single, defined management review.

4

Minimal integrations

Only sync the required state fields with your ERP to keep it clean.

5

Audit + reporting

Deliver basic operational reporting and a rigid, uneditable audit log.

Do you replace our ERP?
No. When an ERP is involved, we add a controlled, auditable workflow layer on top of your ERP. We do not act as your system of record for ledgers.
Are you a payments provider?
No. We specialize exclusively in operational workflows and automation, leaving payment processing entirely to your dedicated gateways and banks.
Can you include AI?
Only where it’s governable (guardrails, evaluation, monitoring, approvals). If an automated decision cannot be cleanly audited and approved, we skip it.
What systems can you integrate with?
Typically ERPs, CRMs, bank files/APIs, and internal microservices. We keep integrations practical, reliable, and observable.

Ready to discuss your AR workflow?

Talk to an engineer