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Finance

Collections assistant

The follow-up is steady, polite and firm. Good payers are not rushed, real delays surface fast. You keep the relationship and lose the discomfort.

What you are dealing with today

Chasing a customer who owes you several thousand is uncomfortable, especially one you still work with. So you wait. At 90 days the money is harder to recover and the relationship is already damaged.

Where this happens

  • Industrial subcontracting

    long payment terms, with delays stacking on top.

  • Communications agency

    a loyal client who is always three weeks late.

  • Trade supplier

    dozens of small unpaid invoices nobody chases one by one.

What it does

Its remit as delivered. You can widen it or narrow it during setup.

  • Chases overdue invoices on your schedule
  • Adapts the tone to the customer and the age of the delay
  • Offers a payment plan where it makes sense
  • Flags the cases that should go to legal

Where it works

It replies on your channels, from your addresses and your numbers.

  • Email
  • Phone
  • WhatsApp

A typical day

  1. 09:30
    Done

    12 reminders sent, 2 payments received the same day.

  2. 14:00
    Info

    A customer is asking for a three-instalment plan.

  3. 16:20
    Needs review

    Invoice at 90 days: it suggests going to legal.

An example of what you see go by during the day.

Setup

Three steps, done with you.

  1. 01

    We connect its channels

    Inbox, WhatsApp, calendar, Slack. With your access, in front of you.

  2. 02

    We set its limits

    What it does alone, what it brings to you, and above which amount.

  3. 03

    We test on real cases

    You review its first replies before letting it work.

What it costs

The price depends on volume and on the channels connected. It is agreed with you before any setup.

Price on request See pricing

Questions about this role

How long before it is operational?

Setup is done with you. We give you a firm timescale once we have seen your channels, your volume and the limits to set.

Can it work alongside my current team?

Yes. It takes the repetitive part of the job and passes the rest to the right person, with the full context.

Can I change its remit later?

Yes, at any time. You widen what it does alone once you have seen it do the job well.

Other roles worth handing over

  • Bookkeeper

    Finance

    Reconciles entries, tracks down the missing receipts and prepares the month for your accountant.

    • Email
    • Slack
    Price on request
  • Issues the invoice as soon as the work is done, sends it and checks that it actually arrived.

    • Email
    • Slack
    Price on request
  • Answers your customers on WhatsApp, by email and on chat, settles the routine requests and hands you the rest.

    • WhatsApp
    • Email
    • Website chat
    • +1
    Price on request
Live

Your team is ready to start.

Book a slot. We look at your business together and pick the first role worth handing over.