Agents / Collections / AR
Agent 02 of 06
Collections / AR
Turn aging accounts into drafted outreach, not a spreadsheet.
The problem
Past-due balances pile up because nobody has a standing hour to work the AR report — so it gets worked in bursts, or not at all.
Primary metric
Dollars collected per coordinator hour
NotifyDraft & ApproveFully Autonomous
Opt-in, per workflow. Off by default until you turn it on.
How it works
- Reviews accounts over 30, 60, and 90 days.
- Drafts a personalized payment reminder for each account.
- Queues every draft for your review and send — nothing goes out without approval, until you say otherwise.
Collections / AR8:45 AM
Drafted 6 payment reminders for accounts over 30 days past due.
Review & send