Collector Task Management 

Significantly lower your cost to collect and accelerate invoice-to-cash conversion. When everyday collections tasks are clearly assigned, prioritized, and automated where appropriate, cash is collected earlier with less confusion.

Maintain Oversight at all Times

• **Streamline Tasks, Never Lose Control: **Keep your collections process structured and aligned with your credit policy. Automate and assign tasks based on risk levels while maintaining full visibility into team activity and performance.  
• **Collections Monitoring: **Track how your strategy is performing across collectors, risk segments, and accounts. A centralized dashboard surfaces key insights to help you spot gaps and improve results.
• **Get Paid Faster: **Identify, notify, and resolve payment issues early, ensuring customers are aware of their current obligations.

Organize, Prioritize, Collect Streamline your collections process with smart task management. Automate routine follow-ups, focus on high-risk accounts, and tailor workflows to match your strategy — all while managing AR at scale.

• Automate more than 80% of routine tasks such as reminders and escalations
• Customize workflows by aging, risk level, or invoice size
• Prioritize tasks based on behavior, promise-to-pay, or missed deadlines

Align Teams Guarantee every collector operates with clear next steps, defined responsibilities, and real-time performance visibility. Track task completion, monitor individual and team metrics, and identify opportunities to improve outcomes across the board.

• Assign and track tasks by collectors with visibility into daily, weekly, and monthly workloads
• Monitor key KPIs like follow-up timeliness and resolution rates
• Identify top performers and replicate what works best for your team

Risk Segmentation Strategy Tailor pre-collections and collections strategies by customer risk level using historical and real-time risk ratings. Group accounts into segments and align outreach frequency, tone, and task intensity to each group’s profile.

• Engage high-risk accounts with proactive, frequent touchpoints
• Apply lighter-touch strategies to lower-risk accounts
• Track execution and performance by respective segment

Pre-Collections AI Proactively manage accounts before they become overdue. Pre-Collections Task Management allows you to automatically initiate reminders, follow-ups, and touchpoints for at-risk accounts. Additionally, AI-powered pre-collections strategies help prevent accounts from entering collections in the first place.

• Trigger workflows for aging invoices, upcoming due dates, or expiring credit terms
• Assign tasks for early outreach and account engagement
• Reduce formal collections by addressing risks before they escalate

Features

• Automated Task Assignment: Assign tasks based on risk level, invoice aging, or customer behavior to streamline workflows.
• Performance Dashboards: Track task completion, follow-up timeliness, and resolution rates across teams.
• Risk-Based Prioritization: Focus efforts on high-risk accounts while automating routine follow-ups for low-risk ones.
• Pre-Collections AI: Initiate reminders and outreach before invoices become overdue to prevent delinquency.
• Team Alignment Tools: Ensure collectors have clear next steps and shared visibility into workloads and KPIs.