Collections Management demo
Overdue accounts ranked by the cash a contact can move this week, each with one drafted ask. 1:35
What the demo shows
Prioritizes overdue B2B accounts and drafts tailored dunning and follow-ups for collectors
The home screen is the collector's day as a queue ordered by the cash a contact moves this week, with promises to pay pinned on top. Each account opens as a conversation with the agents: the portal checker reports what the customer's AP already approved, the reply reader finds the new contact, the outreach writer drafts one ask in the customer's own terms and the tone checker reviews it against the relationship. The collector edits, asks the agents for changes and sends; a reply becomes a logged promise in one click, checked against portal, remittance and bank before it falls due. Holds, plans, limits and agency placements reach the named person as a cited case, with sales told first, and are signed with a reason.
Transcript
- Collections Management ranks overdue B2B accounts and drafts the follow-ups for collectors.
- A third of B2B invoices are paid late, and collectors still chase by age.
- Before 8, the agent's rank Jamie's queue by the cash a contact moves this week.
- Oramore Builders is first, $182,000, over 60 days late.
- The portal checker found both invoices approved for Friday's run and the contact had changed.
- The outreach writer drafts in their terms.
- The tone checker took out a final reminder.
- Jamie sends it and the new contact replies.
- Both invoices are in Friday's run.
- One click logs the promise.
- The promise tracker will check the portal and the bank.
- After two broken promises, a hold on Calder Freight waits for Renata, the AR manager, to sign.
- Every value cited, every decision signed, every step logged.
- The result? $723,000 expected this week, and DSO down four days.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.