Financial Relationship Management
Collections is a relationship discipline.
A deliberate approach to getting paid that puts the customer first. Designed to scale, accelerated by AI.
Trusted By The World’s Leading B2B Finance Teams
FRM, in three acts.
Context
The customer picture that builds itself.
Account data captured and enriched continuously with humans owning the signals that need judgment.
- Insights Agent for building the customer knowledge base
- Natural language interface for AR reasoning and strategy
- Dynamic risk scoring based on real-time payment behavior
- Customer and account data enriched in real time across your stack
Coordination
The business moves as one when agents coordinate.
Outreach handled, customer intent surfaced, and everyone informed with your team stepping in only for exceptions.
- Relations Agent for context-driven customer outreach
- Collections Agent for dynamic collections execution
- Cross-team notifications when customer signals change
- Payment data pushed into the systems teams already work in
Trust
The payment that closes the cycle on its own.
A branded experience served to the payer, with reconciliation automatically handled so finance stays focused on the relationship.
- Cash App Agent for automatic payment matching
- Branded payment portal with your domain and identity
- Dispute resolution built into the payment flow
- Partial payment support for flexible customer arrangements
Ready to turn collections into a relationship advantage?
Join the finance teams already treating collections as a relationship discipline.
