Overdue invoices are found, reminders sent in your tone, calls logged for the sales owner and the ledger updated the moment payment lands.
Autonomous agent
Plans and completes the task across modules
Chase everything overdue by more than 30 days.
Collections run every day without a spreadsheet, and nothing slips through.
Illustrative interface with sample data.
Follows your credit terms and escalation rules per customer
Never escalates a key account without asking
“Need 30 rolls of 5 ft chain link and 120 GI poles 8 ft for our Bypass Road site — with installation. Quote in Tamil.”
Paste a WhatsApp message, call note or email. The customer is matched, items and prices come from your price list, options are set and the quotation goes out in the customer’s language.
“Dispatch SO-1182 to Meridian Traders, invoice it and follow up for payment in 15 days.”
Dispatch, invoice and follow up on a sales order from a single instruction — stock reserved, e-way bill created, GST invoice posted and a payment reminder scheduled.
“Close September and send me the summary.”
Receivables reconciled, GST summarised, expenses checked and the management report prepared — with every exception listed for review.