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.