Cash Flow on Autopilot: AI That Invoices, Follows Up, and Collects Relentlessly
Professional Services Firm
Professional services firms struggle with AR management. We built a comprehensive AR automation platform that transforms billing and collections from manual chaos to intelligent automation.
At a Glance
Key results and metrics from this project.
The Challenge
Traditional AR processes are manual and inconsistent. Invoices are sent late, follow-ups are forgotten, and escalation happens too slowly or too aggressively. Finance teams spend more time chasing payments than on strategic financial management.
The Solution
What we built to solve the challenge.
- Real-time AR dashboard with aging visualization
- Invoice management with AI-generated content
- Client portal for invoice viewing and payments
- Predictive cash flow forecasting display
- Integration with QuickBooks, Xero, NetSuite
- Stripe, PayPal, ACH payment processing
- Multi-channel communication via SendGrid, Twilio
- Complete audit trails and dispute management
- Automated Invoice Generation from time tracking
- Intelligent Sending Optimization for payment probability
- Personalized Communication Engine
- Payment Escalation Intelligence
Key Capabilities
Technology Stack
The Business Impact
Measurable results and transformation.
DSO reduced from 45 to 18 days, dramatically improving cash flow. Persistent, intelligent follow-up ensures invoices are paid on time while personalized communications preserve client relationships.
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