Rules-based dunning
Automated reminders by bucket and customer tier—consistent, polite, and effective.
- Pre-due + overdue schedules
- Escalations by amount/age
- Owner accountability
WhatsApp Us
See a Finance Ops demo
FINANCE OPS AUTOMATION • DEBTORS • COLLECTIONS • RECONS • APPROVALS
Collect cash sooner — collections on autopilot
Stop chasing payments manually and closing month-end in chaos. We automate invoice reminders + dispute routing, payment follow-ups + promised-to-pay tracking, statement runs + monthly reporting packs, and approvals + audit trails—so finance runs like a system.
Invoice reminders + dispute routing
Promised-to-pay tracking
Statements + reporting packs
Approvals + audit trail
Live
00:00
FIN
AI
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WHY FINANCE TEAMS GET STUCK
Manual collections create blind spots—and month-end becomes a fire drill.
The issue isn’t effort—it’s the lack of a consistent system. When follow-ups, disputes, statements, approvals and recons rely on memory, spreadsheets and inbox searches, cashflow and close speed suffer.
Follow-ups are inconsistent
Some customers get chased daily, others not at all. Promises-to-pay aren’t tracked and teams lose leverage.
Disputes clog cashflow
Disputes sit in inboxes without owners or SLAs. Dunning continues blindly—or stops forever with no visibility.
Close takes too long
Statements, recons and reporting packs are done late and manually. Approvals are scattered and hard to audit.
THE “CASHFLOW CONTROL LOOP”
Finance Ops is a workflow—not a pile of admin.
We implement a repeatable loop: reminders → replies → routing → PTP tracking → statements → reporting → approvals → audit. Your team works exceptions, while the system runs the routine.
Invoice
Invoice issued with correct contacts and references (PO, account code, terms).
Remind
Rules-based reminders before/after due date via email/WhatsApp (your tone + cadence).
Route
Replies auto-triaged: dispute, proof-of-payment, statement request, promised-to-pay, wrong contact.
Track
Promised-to-pay tracked. Missed promises trigger escalations, tasks, and new follow-ups.
Close
Statement runs + reporting packs + approvals logs. Full audit trail for control and compliance.
WHAT WE IMPLEMENT
Your Finance Ops automation stack
Built around your accounting system and your team’s working reality: the system handles the routine, finance handles exceptions.
Invoice Reminders
- Pre-due + overdue cadence
- Segment by ageing bucket
- Templates by customer tier
- Auto pause rules (optional)
Dispute Routing
- Auto classify disputes
- Assign owners + SLAs
- Request missing docs
- Dispute ageing visibility
Promised-to-Pay Tracking
- Capture PTP date + amount
- Remind before due PTP
- Broken-promise escalation
- Partial payment handling
Statement Runs
- Weekly/monthly statements
- Batch sending automation
- Statement-on-request reply
- Payment instructions included
Reporting Packs
- AR ageing + DSO (optional)
- PTP kept rate + activity
- Dispute ageing + root causes
- Exception lists for action
Approvals + Audit Trail
- Approval routing by threshold
- Write-offs / credit notes (opt)
- Logs: who/when/what changed
- Attachments + rationale notes
BUSINESS OUTCOMES
Cashflow clarity + faster close + audit-ready control.
The win is consistency: a predictable collections engine that doesn’t depend on a single person’s inbox.
Cash in faster
Follow-ups run on schedule, promises-to-pay are tracked, and escalations happen automatically.
Less admin
Finance works exceptions (disputes, missing POPs), while the system does the routine work.
Audit-ready
Approvals and changes are logged with timestamps, owners, and supporting documents.
To build your Finance Ops demo
WhatsApp these inputs and we’ll map your collections + close workflow fast.
Accounting system
Ageing buckets
Reminder cadence
Dispute categories
PTP rules
Statement schedule
Approval matrix
WHERE THIS WINS FAST
Common Finance Ops automation builds
These patterns work best when you have recurring invoices, B2B payment terms, multiple stakeholders, or regular month-end pressure.
Dispute workflows
Disputes become cases with SLAs—no more lost threads and stalled cashflow.
- Auto classification + assignment
- Pause rules (optional)
- Dispute ageing dashboard
Promised-to-pay engine
Track commitments and enforce follow-through—missed promises trigger action automatically.
- PTP capture from replies
- Broken promise escalation
- Partial payment handling
Statement runs
Weekly/monthly statements + “statement on request” replies handled instantly.
- Batch sending schedules
- Customer self-service
- Cleaner month-end
Approvals + audit logs
Route sensitive actions to the right approver and keep evidence for review.
- Threshold-based routing
- Attachments + rationale
- Audit-ready reporting
Monthly reporting packs
Auto-generate the pack leadership wants—without finance losing days to spreadsheets.
- AR ageing + activity
- Dispute ageing
- Approvals and exceptions list
DELIVERY
Implement fast → control risk → optimize continuously.
We launch a working system quickly, then expand safely with clear rules, logs and dashboards.
1
MapDefine the rules
Cadence, buckets, escalation rules, dispute categories, and the approvals matrix.
2
BuildAutomate the routine
Reminders, replies triage, PTP tracking, statement runs and scheduled reporting packs.
3
ControlApprovals + audit trail
Route sensitive actions, capture evidence, and create visibility for management and review.
4
OptimizeImprove recovery + close speed
Measure what’s working, reduce disputes, and tighten follow-ups until the system runs smoothly.
FAQ
Questions about Finance Ops Automation
Clear answers so you can move fast without losing control.
The routine work: reminder schedules, reply triage, promised-to-pay tracking, statement runs, monthly reporting packs,
plus approvals and audit logs. Your team focuses on exceptions like real disputes and missing information.
No—cadence is controlled by your rules. We segment by customer tier and ageing, use clear wording, and apply pause/escalation logic
so you stay firm without spamming.
It turns vague replies into tracked commitments. The system checks if the promise is kept, triggers follow-ups before the date,
and escalates immediately when the promise is broken—so cash doesn’t slip quietly.
Yes. We route actions like write-offs, credits, threshold overrides, refunds or supplier payments to the right approver,
and keep the audit trail: who approved, when, what changed, and the supporting documents.
Your accounting system, your current reminder process (even if informal), dispute types, the approval matrix,
and how you want to communicate (email/WhatsApp/SMS). We start with one clean workflow and expand from there.
Ready to automate your marketing, sales, and customer service?
We handle everything — from setup to support — with no tech skills needed, free training, and local SA-based assistance. Sell smarter and faster, with clients seeing a 30–50% increase in qualified leads.
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