Automated Invoice Reminder
The Problem & Solution
Finance departments spend significant time manually chasing overdue invoices. Who owes what, when is the due date, has a reminder already been sent? The answers are often scattered across different files, email threads, and accounting screens. This extends collection time and drains staff energy on low-value work.
The system we built integrates with the client's existing accounting data and automatically scans for overdue invoices every morning. It sends personalized reminder emails based on customer profile and number of days overdue, and tracks collection status in a central dashboard. In the first month after go-live, collection time dropped by 40%.
What We Built
Automated Scanning
The accounting database is scanned every morning for overdue invoices. Not a single record slips through.
Personalized Notifications
"1st reminder," "2nd reminder," and "final notice" templates with customer-specific messaging. Name and amount are auto-filled — no manual drafting.
Central Tracking Dashboard
All open invoices, reminder counts, and collection dates on one screen. No extra work needed to pull a status report.
Escalation Rules
Invoices past a defined threshold are automatically escalated to management. Critical receivables stay visible.
Tools Used
Visuals
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How Does It Work?
Watch the demo video to see the system in action.
Demo video coming soon