Systematic accounts receivable follow-up
Every open invoice receives daily follow-up, strengthening cash flow.
Industries · Distribution and wholesale
Distribution and wholesale: daily coverage for receivables, orders, and price lists
Complete daily coverage for your operations: we automate accounts receivable follow-up, recurring orders, and agreement-specific pricing.
Benefits
What your operations gain
Accounts receivable, quoting with current prices, and inventory alerts are among the nine most commonly automated processes ranked by volume, cost of errors, and risk, the processes that account for much of a distributor's work.
Centrally recorded recurring orders
Every replenishment request and quote is recorded and handled immediately.
Price lists with one authoritative source
Every account is quoted using its current price list, protecting margins.
Inventory visibility across warehouses
Stock by SKU and warehouse is monitored for planned replenishment.
A WhatsApp order, handled and recorded
The customer writes after hours; the agent quotes using the current catalog, confirms the order, and records it for your team.
How we do it
Daily coverage for accounts receivable follow-up
The process connects to your existing invoicing system: your sales team sells while all accounts receivable receive follow-up.
Review
Reads upcoming and overdue invoices in your system daily.
Remind
Sends a reminder with the document, exact amount, and payment methods.
Escalate
Courteous during the first days, firmer as delinquency increases. Everything is recorded.
Hand off
Significantly overdue cases go to your team with the complete contact history.
The annual cost of carrying out this same cycle manually is estimated with the ROI calculator for a manual process.
Leadership questions
Do we need to replace our invoicing system?
No. The process reads accounts receivable from your existing system. Replacing or migrating your invoicing system is not required to start. The choice of a Microsoft 365 or self-hosted engine to connect it is guided by the criterion-by-criterion comparison of Power Automate and n8n.
What happens when a customer responds unexpectedly?
The case goes to someone on your team with the complete interaction history. Conversations requiring business judgment are not automated. The exceptions covered by the design are one of the six factors that determine investment in an AI agent.
Can we start with one area of operations?
Yes, and that is our recommendation. A defined scope with written success criteria validates value using real data before expanding across operations.
Executive assessment of collections and order processes
We review your current process with your team and recommend what to automate first, in which order, and with which verification criteria.