Professional collections for teams without a collections department
From service firms to schools, from property managers to SaaS: the workflow follows every charge from due date to payment, the way your industry needs it.
Find the solution for your business
Every industry collects differently. The workflow adapts to yours.
SMBs
Finance is you, one more person and a spreadsheet. The workflow takes over tracking charges and gives you your time back.
- Workflow ready in minutes, no implementation project
- No charge forgotten in a spreadsheet
- Debtor portal so customers can resolve things without contacting support
- Task queue with only what actually needs a human
Recurring Services
Consultancies, agencies, accounting firms and service subscriptions with monthly fees and retainers.
- A reminder before the due date cuts down on late payments
- Progressive escalation without embarrassing the customer
- Payer classification guides the workflow's tone
- Discounted agreements to settle quickly
Education
Schools, courses and educational institutions with tuition fees and a high cost of relationship.
- Friendly tone in the early steps — it's the student's parent, not a repeat offender
- Contact limits per family, not per tuition fee
- Portal for parents to check balances and negotiate
- Legal window respected in every state
Real Estate
Property managers and real estate agencies with rent, condo fees and charges.
- Workflow per property portfolio
- Installment agreements with recorded acceptance
- Legal hold for cases in litigation
- Full audit trail for reporting back to the property owner
SaaS and Technology
Software companies with recurring billing and involuntary churn to fight.
- API-first: your backend creates the charges, the workflow follows them
- Real-time webhooks for payment, agreement and dispute events
- Collections integrated into the subscription cycle
- Full telemetry for your data team
Collections as a Service
Firms and agencies that collect on behalf of third parties and need to prove every step.
- Append-only evidentiary audit trail
- Delivery receipts preserved as evidence
- Native state-by-state contact compliance
- Negative credit reporting and formal notice with mandatory human review
Challenges we solve
The most common pain points for anyone who collects — and how the workflow responds to each one.
“We only remember to collect when cash gets tight”
How we solve it
- The workflow tracks every charge automatically, from due date to payment
- Portfolio report on the dashboard: receivables, overdue, delinquency aging
- No invoice is left without a workflow
“I'm afraid of collecting from someone who already paid”
How we solve it
- Event-based interruption: payment stops the workflow instantly, including queued messages
- Revalidation with fresh data milliseconds before every send
- "I already paid" flow with proof and human verification
“Aggressive collections destroy the relationship”
How we solve it
- Message tones from friendly to firm, escalating with the delay
- Per-person contact limits — never a barrage
- Self-service portal so customers can resolve things privately
“What if I get challenged legally?”
How we solve it
- Legal window by state evaluated before every send
- Immutable audit trail with a reason for every action and non-action
- Suppressions for litigation, statute of limitations and vulnerability cases
- Negative credit reporting and formal notice only with human approval
What your portfolio numbers tell you
The dashboard shows both the snapshot and the trend: amounts receivable, overdue and collected this month, amount under agreement, disputes past SLA, the human review queue and delinquency aging — with month-over-month variation when there's a comparison baseline.
See the solution for your industry
A demo with a portfolio scenario like yours: workflows, agreements, disputes and the portal.