Turn every invoice into a trackable collection case
Finance audits and customer disputes need documentation. Case management logs every message, response, action. Complete paper trail automatically maintained.
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Never lose track of collection efforts again
Every overdue invoice becomes a case with complete history - all emails sent, customer responses, promises made, actions taken. See the full story instantly, no searching through inboxes or spreadsheets.
See which collection tactics work for different customers
Track outcomes by approach, channel, and customer type. Learn which strategies drive payment for different segments. Data-driven collection tactics replace guesswork with proven methods.
Know exactly who's responsible for each collection
Assign cases to team members based on workload, expertise, or customer relationship. Clear ownership prevents dropped balls and duplicate work. Everyone knows who's handling what.
Collaborate without endless email chains
Add internal notes, tag colleagues, discuss strategy - all within the case context. Collaboration happens where the information lives, not in separate email threads. Complete context for every conversation.
Get complete audit trail for compliance
Every action logged with timestamp and user. Full documentation for disputes, audits, or legal requirements. Immutable history proves what was said, when, and by whom.
Escalate complex cases without losing context
When cases need management attention, complete history goes with them. New assignees see everything that's happened, no knowledge loss. Seamless handoffs maintain collection momentum.
Never miss a follow-up again
Automated task creation ensures every case gets appropriate attention. Follow-up reminders, escalation triggers, and deadline tracking. Nothing falls through cracks, every case progresses.
Stop duplicate work across finance team
When multiple people handle collections, cases prevent things being done twice or not at all. Clear ownership and shared visibility mean everyone knows current status.
Complete audit trail for every invoice
Finance audits and customer disputes need documentation. Case management logs every message, response, action. Complete paper trail automatically maintained.
Features
Centralized case hub
Cases move through collection stages automatically based on triggers. Payment received, customer responds, time passes - workflows execute appropriate actions.
Automated progression
Cases move through collection stages automatically based on triggers. Payment received, customer responds, time passes - workflows execute appropriate actions.
Collection performance metrics
See case resolution times, success rates by approach, team performance. Data-driven insights improve collection strategies and team effectiveness.