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Turn every invoice into a trackable collection case

Automatically convert overdue invoices into managed cases with full history, automated workflows, and team collaboration tools. Never lose track of what's been said, who's responsible, or what action to take next.
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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.

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.

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.

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.

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 does converting an invoice to a case mean in Equisettle?

Converting an invoice to a case creates a dedicated collections record with its own workflow, communication history and status tracking — turning a passive overdue invoice into an actively managed collections case.

Can Equisettle convert invoices to cases automatically?

Yes. You can configure rules so invoices are automatically converted to cases when they reach a certain number of days overdue, removing the need for manual intervention.

What information is included when an invoice becomes a case?

The case includes the full invoice details, customer contact information, outstanding balance, payment history and all subsequent communications — everything your team needs in one place.

Can I convert multiple invoices into a single case for one customer?

Yes. Multiple overdue invoices from the same customer can be grouped into a single case, giving you a consolidated view of the total outstanding balance.

How does case conversion help with audit trails?

Every action taken on a case is timestamped and logged — creating a complete audit trail from the moment the invoice was raised to the point of collection.

Does converting an invoice to a case affect the accounting software sync?

No. The original invoice remains unchanged in your accounting software. Case management in Equisettle sits on top of your existing data without modifying it.