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Every Overdue Invoice Becomes a Case That Resolves Itself

Stop tracking invoices in spreadsheets and email threads. When an invoice needs attention Equisettle automatically creates a case with everything you need—history, context, next actions—and works it until you get paid.
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4.9/5 average rating
4.9/5 average rating
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Automated invoice payment collection, from prediction to  payment

Built specifically for leading finance team - built now, for later.

No more lost invoices

Every overdue invoice automatically becomes a trackable case. No manual creation. No spreadsheet tracking. No invoices falling through cracks because someone forgot to follow up.

Know exactly what to do next

Each case shows the recommended next action based on what's worked before. Call this customer. Send that reminder. Escalate to accounts. No more guessing.

Prove what you did

Finance audits and customer disputes need documentation. Every action is logged with timestamp and user. Complete paper trail maintained automatically.

Complete history in one place

Every email sent. Every customer response. Every promise made. Every action taken. See the full story instantly without searching through inboxes or asking colleagues what happened.

Hand off without losing context

Team member on holiday? Reassign cases with full history attached. The new owner sees everything that's happened—no knowledge lost no momentum killed.

Our Impacts

Real Results.
Real Impact.

See how thousands of users are transforming the way they work. From faster project completion to less stress, our platform helps you achieve more—every single day.
Trust user world wide
"The workflows are completely automated, handling cases and invoices automatically without needing an agent's intervention."
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/5
"The automated system sends timely reminders without me having to play the "bad guy," while giving me instant visibility into which accounts need attention."
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/5
"I use Équisettle to automate our accounts receivable processes, which were full of overdue invoices, and this helped reduce manual intervention."
0
/5
3x Faster Project completion time
Operating loop

From financial record to resolved account.

We helps teams define what can move automatically, what needs approval and what should be escalated with context.

Connect

Bring supported customer, invoice and payment data into Equisettle. Your accounting system remains the financial source of record.
 

Decide

Organise accounts by attention required and give the team a clear next action.
 

Act

Move approved workflows forward, coordinate communication and route exceptions to the right person.
 

Resolve

Record promises, disputes, payments and outcomes against the account, then keep supported records aligned.
 

See how your receivables operation could run.

Show us how your team works today. We will demonstrate how Equisettle can connect the priorities, actions and exceptions currently spread across your finance operation.

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Questions? Ask Equi.

What is AR case management in Equisettle?

Case management in Equisettle gives every overdue invoice its own tracked case — with a full history of communications, actions taken and outstanding balance — so nothing falls through the cracks.

How does Equisettle's case management differ from a spreadsheet?

Unlike a spreadsheet, Equisettle updates in real time, automates follow-up actions, tracks every communication and calculates outstanding balances automatically from your accounting software.

Can multiple team members work on the same cases?

Yes. Equisettle supports multi-user access with role-based permissions, so your finance team, account managers and directors all see the information relevant to them.

How does Equisettle handle disputed cases?

Disputed invoices are flagged in the system, automated reminders paused and the case routed through a structured dispute resolution workflow with a full audit trail.

Can I see all overdue cases across multiple clients in one view?

Yes. The Equisettle dashboard gives you a consolidated view of all open cases, filterable by age, value, customer or status.

Does Equisettle log every action taken on a case?

Every communication sent, payment received, status change and note added is logged against the case — giving you a complete, timestamped audit trail.