Financial Relationship Management
Scale and control can coexist in collections.
A model for clearing overdue accounts at volume while the decisions stay with your team. Handled by agents, logged for your auditors.
Trusted By The World’s Leading B2B Finance Teams
Three points of human oversight.
Logic
The rules your team sets, running at scale.
Tailored handling for each account segment, run by agents at volume while your team holds the direction.
- Collections Agent set with your instructions, tone, and rules
- Custom agent instructions generated from the last six months of conversations
- Smart rules that route each customer to the right situation
- Autonomy you set per agent, from suggestions only to fully autonomous
Approval
The sign-offs your team owns.
Full control over how far each agent goes, from suggested replies to running accounts end to end.
- Agents that take on more as they earn your team's trust
- Sensitive cases routed to a person automatically
- Every agent action traceable to a rule your team set
- SOC 2 Type II certified infrastructure
Visibility
One record of what happened and when.
A single timeline of every agent and human action, with saved views for what's done and what's next.
- Complete account history in one timeline, from first outreach to final payment
- Notifications to your team on customer replies and payments
- Promise-to-pay dates and disputes detected and logged automatically
- Saved views and exports for the full record
Ready to handle collections at volume with your team in control?
Join the finance teams clearing more overdue accounts with people still in command.
