Best fit signals
Invoices go overdue without a standard reminder process
Office staff manually track who has and has not paid
Cash collection timing is unpredictable
Disputes and payment confirmations are handled ad hoc
Named Offer
5-10 days to launchFaster Pay
Speed up collections without office back-and-forth.
Best when collections are slow and admin time is getting burned.
Representative proof
Honest rollout framing
Rollout profile
Representative profile: 10-person electrical contractor with recurring invoice follow-up handled manually by office staff.
Representative rollout profile only. Actual collections improvement depends on invoice volume, payment terms, and client mix.
Baseline
Overdue invoices are tracked by hand and reminders go out inconsistently after due date.
Launch state
Reminder cadence goes live by invoice age with payment confirmation and dispute routing built in.
First 30 days
First 30-day target: cut collections lag by several days and remove repetitive reminder work from the office team.
How the workflow works
Trigger to handoff to result
Trigger
Reminder
Sync
Outcome
Trigger
Invoice turns overdue
The workflow checks invoice age and starts only when the due-date rules are met.
Next
Reminder
Payment reminder goes out
The customer receives an approved reminder cadence with the right payment path.
Next
Sync
Status updates automatically
Paid invoices stop the sequence while disputes route to a human.
Next
Outcome
Collections move faster
The office team spends less time chasing invoices and cash collection gets cleaner.
Step 1
Detect invoices that cross the due-date threshold.
Step 2
Send reminders based on invoice age and approved tone.
Step 3
Confirm payment status and stop reminders automatically.
Step 4
Route disputes or exceptions to the right staff member.
What is included
Invoice due or overdue trigger
Reminder cadence by invoice age
Payment-link handoff
Paid confirmation updates
Exception queue for disputes
Guardrails
Does not issue refunds automatically
Does not change invoice amounts
Does not argue over disputes
Routes exceptions to staff immediately
Not for teams looking to automate refunds, billing disputes, or accounting policy decisions.
What we need from you
Invoice system and due-date rules
Reminder intervals and escalation rules
Payment link source
Dispute owner
Approval on reminder language
What we measure in month one
Days to collect
Overdue invoice count
Paid-on-time rate
Admin hours spent chasing payment
Compare the other starting points
Start with the bottleneck that hurts most now.