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Multi-Channel Actions

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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Our Features

Features designed for your success.

Explore the features designed to keep you organized and on track.

User Testing

Temlis

High Priority

Feb 19

Wireframe Homepage

Temlis

High Priority

Feb 20

User Testing

Temlis

Normal

Feb 19

Build Your First Workflow

Define your rules once. Equisettle executes them on every qualifying invoice. Your team only touches the exceptions that genuinely need human attention.

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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.

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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.

Visual Workflow Builder

Trigger workflows based on days overdue invoice amount customer segment risk score payment history—or any combination. Complex logic made simple.