Collections that adapt to each customer's behaviour. Ten dunning action types, payment scoring across five tiers, and promise-to-pay tracking that re-engages automatically the moment a commitment is broken.
Email reminders, late fees, suspension, AM notification, legal notice, and more, sequenced by severity.
Standard, Enterprise, and Aggressive sequences, matched to different customer segments and risk profiles.
The dunning sequence is assigned automatically based on the customer's risk classification. No manual setup per account.
The sequence adjusts intelligently when a partial payment is received. It never restarts from step 1, which would confuse and annoy the customer.
A composite score built from payment history, contract value, and recent behaviour patterns.
Platinum, Good, Average, Poor, and Bad, each tier maps to a tailored collection strategy.
Improving, stable, or worsening trend flagged automatically by comparing the most recent invoices to the prior period.
A classification downgrade triggers automatic escalation to the relevant playbook, without anyone needing to notice the change manually.
| Tier | Score range | Strategy |
|---|---|---|
| Platinum | 85-100 | Light-touch reminders only |
| Good | 70-84 | Standard sequence |
| Average | 50-69 | Proactive check-ins |
| Poor | 30-49 | Aggressive sequence + AM involvement |
| Bad | 0-29 | CFO escalation, legal review |
Captures who promised, when, how much, and through which channel. No more 'I think they said Friday'.
If payment isn't received by the promised date, dunning resumes automatically the next morning. No manual tracking required.
Tracks each customer's history of honoring payment promises, feeding into their overall payment score.
Account managers are notified the moment a high-value promise is broken, so the relationship conversation happens immediately.
Executes the 10-action dunning sequence per customer tier, restarts on partial payment, and improves its strategy every cycle from outcome learning, Platinum accounts get a light touch, high-risk accounts get an aggressive one.
Payment health is 25% of every customer's composite score, worsening trends trigger an automatic alert to the account manager before the next invoice is even due.
20 minutes. Your actual data. No generic demo.