Build Collection Workflows That Match How You Actually Work
Your business isn't generic—your collection process shouldn't be either. Create custom workflows for different customer types invoice sizes and risk levels. Automate the routine. Escalate the exceptions.
How We Help Businesses Get Paid Faster
Different rules for different customers
Enterprise clients get white-glove treatment. SMB accounts get automated sequences. Set up workflows that match how you actually want to handle each segment.
Escalate at the right time
Define when invoices need human attention. Amount over £10K? Flag for review. 45 days overdue? Alert the finance director. Automatic escalation based on your rules.
Automate the boring parts
First reminder at 7 days. Second at 14. SMS at 21. Escalation at 30. Set it once and let the workflow handle every invoice that fits the criteria.
Handle exceptions your way
Some customers need phone calls. Others respond to email. Create exception paths that route specific accounts to the right treatment automatically.
Test and optimise
Try different timing different channels different messages. See which workflow variations get faster payment. Improve based on results not guesswork.
Scale without adding headcount
Handle twice the invoices with the same team. Workflows do the repetitive work. Your team handles the relationships and exceptions that need human judgement.
80% of follow-ups handled automatically
Define your rules once. Equisettle executes them on every qualifying invoice. Your team only touches the exceptions that genuinely need human attention.
Unlimited workflow variations
Create as many workflows as you need. By customer segment. By invoice size. By risk level. By industry. No limits on how you want to structure your collection process.
You set the rules
Every trigger condition and action is defined by you. Nothing happens without your approval of the workflow logic. Full control over how your AR process runs.
