Turn Recovery Into a Planned, Proactive Process.

Don’t wait until invoices are overdue to take action — identify at-risk accounts early, build proactive outreach plans, and put strategic recovery workflows in place before default risks grow. Recovery starts long before collections begin. Let’s help you stay ahead.

• **Build Custom Pre-Collections Workflows: **Not all accounts are created equal — your outreach shouldn’t be either. Tailor communication cadences based on risk, behavior, or payment history.
• **Identify Accounts Likely to Roll Into Collections: **From the moment of application submission through the entire customer lifecycle, be alerted on signs of distress and which accounts require early action.
• **Simulate Recovery Outcomes: **Get up and running quickly with guided onboarding, pre-built workflow templates, and AI-powered task routing — so you start collecting sooner.

Risk-Based Automation Personalize when and how you reach out to customers based on their level of risk, payment behavior, or history.

• Schedule automated email, SMS, and phone follow-ups
• Customize frequency and messaging by risk exposure
• Set escalation rules based on failed payments, overdue days, or response status

Collector–Specific Control Boost performance by assigning accounts based on portfolio size, risk level, or collector expertise.

• Route tasks based on workload capacity or speciality
• Ensure collectors prioritize high risk accounts
• Track individual and team performance across recovery KPIs

AR Visibility Gain a centralized view of all collection accounts in your portfolio.

• View and filter accounts by collection stage, asset risk, or collecton
• Monitor trends in recovery rates and outreach effectiveness
• Prioritize high-impact follow-ups and track response outcomes in real-time

Performance-Ops Leverage comprehensive insights into the effectiveness of your recovery strategy. Track key asset recovery metrics:

• Failed payments and follow-up success rates
• Customer touchpoints vs. pre-collection
• Outreach effectiveness and longitudinal recovery performance by channel and message type

Features

• Pre-Collections Intelligence: Detect early signs of financial distress and initiate recovery workflows before invoices are overdue.
• Custom Outreach Cadences: Tailor communication frequency and messaging based on account risk and payment history.
• Risk-Based Automation: Automate follow-ups via email, SMS, or phone based on failed payments or overdue status.
• Collector-Specific Routing: Assign accounts based on risk level, portfolio size, or collector expertise for optimal performance.
• Recovery Performance Dashboards: Track failed payments, outreach success, and recovery trends across channels and teams.