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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.
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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.

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.

Test and optimise

Try different timing different channels different messages. See which workflow variations get faster payment. Improve based on results not guesswork.

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.

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."
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/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.

Book a Demo

Questions? Ask Equi.

What are custom workflows in Equisettle?

Custom workflows let you define exactly how Equisettle chases each invoice — setting the timing, channel, message tone and escalation steps for different customer segments or invoice types.

Do I need technical knowledge to build a custom workflow?

No. Workflows are built using a visual editor — you drag, drop and configure steps without writing any code.

Can I have different workflows for different types of customers?

Yes. You can create separate workflows for new customers, long-standing accounts, high-value invoices or specific industries — Equisettle applies the right workflow automatically.

What triggers can start a workflow in Equisettle?

Workflows can be triggered by invoice due date, days overdue, invoice value, customer segment or manual assignment — giving you full control over when collections begin.

Can workflows automatically escalate to a different team member?

Yes. Workflows can escalate cases to a senior team member, switch communication channel or change message tone based on rules you define.

How many custom workflows can I create?

There is no hard limit on the number of workflows. You can build as many as your collections process requires.