AI billing agentCustomer-level cash forecastDSO tracked weekly

Billing · Collections · Cash application

Billing and collections that bring cash in faster

We run your invoicing, collections and cash application, and give you a live view of receivables. A collections command centre ranks every account by risk, an AI billing agent answers A/R questions, and cash is forecast customer by customer.

Schedule a consult See the AI Finance Suite

Free 30-minute consultation. No commitment required.

What you get

Accurate, on-time invoicing from your billing system
Collections prioritized by risk, with follow-ups
Cash application and unapplied cash cleared
A collections forecast by customer and week
Weighted DSO and aging reported every week

What we solve

Billing & Collections, cleaned up and investor-ready

The problem

Collections lists built from stale aging exports
Invoices go out late or with errors
Unapplied cash and credits pile up
No one knows which customers are about to go cold
Cash forecasts that don’t tie back to the bank

Our solution

A live command centre with DSO, aging and unapplied cash
Billing runs on a fixed calendar with usage and contract terms applied
Payments applied and credits matched every week
An attention queue ranking past-due accounts by escalation
A forecast timed from each customer’s own payment history

What we deliver

Deliverables you can count on

Billing & invoicing

Accurate invoices from your billing platform (Orb, Zuora, Stripe or your ERP), with usage and contract terms applied.

Collections

Risk-ranked follow-ups, a customer communication history and credit-hold signals.

Cash application

Payments applied, unapplied cash and credit memos cleared, and the A/R subledger tied to the GL.

Collections forecast

Weekly cash by customer with base, best and worst cases, reconciled back to the bank.

Customer analytics

Lifecycle cohorts, concentration, run rate and lifetime value by customer.

Credit & AFDA

Credit policy, credit holds and the allowance for doubtful accounts, documented for audit.

Billing and collections command centre with DSO, aging and inbox metrics — **Command centre:** KPIs, DSO, receivables aging and the AI billing agent

Collections forecast by customer and week — **Collections forecast:** scenario-driven weekly cash by customer

Screens from our AI Finance Suite. Client details are redacted and figures changed.

Built into the workflow

Where AI does the work

AI ranks work, flags exceptions and answers questions, always tied back to the underlying figures. People stay in control of every decision.

AI in billing & collections

Billing agent: ask “Who are the top past-due accounts?” and get answers from live A/R and email history
Collections forecast: each invoice timed from that customer’s own payment behaviour, with transparent probability rules
Inbox signals: priority emails, bounced addresses and silent high-balance accounts are flagged

Replaces: aging spreadsheets, manual collections lists and a hand-built weekly cash forecast.

Explore the AI Finance Suite

How it works

Our billing & collections framework in 3 steps

Connect & baseline

We connect your ERP, billing system and A/R mailbox, and baseline DSO, aging and unapplied cash.

Weeks 1–3

Set policy

Agree the invoicing calendar, collections escalation, credit holds and write-off rules.

Weeks 2–4

Operate weekly

We run billing and collections, apply cash and report DSO and the cash forecast every week.

Ongoing

Get the answers

Billing & Collections FAQs

Still deciding? A 30-minute consult is the fastest way to know whether we are a fit.

Schedule a consult

Do you send collection emails on our behalf?

We can, from your shared A/R mailbox and in your tone of voice. AI answers stay in the app; nothing is sent automatically without a person approving it.

Which billing platforms do you support?

We have implemented and run Orb, Zuora and Stripe billing, alongside NetSuite, Sage Intacct and QuickBooks invoicing.

Can you help with borrowing-base reporting?

Yes. Borrowing-base A/R aging, eligibility and certificates are generated from the same receivables data.

How quickly will DSO improve?

Most clients get a clearer cash picture within weeks, and DSO improves over the following quarters as collections become consistent.

Related services

CPA-led · AI-enabled · Investor-ready

Talk to us about billing & collections

Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.