Collections Specialist
Polite, lawful payment reminders on overdue business invoices
The Collections Specialist works your overdue business-to-business invoices: it sends reminders, calls the customer's accounts-payable contact where they agreed to be contacted, records promises to pay and escalates stalled accounts. Every message is factual, courteous and free of threats.
A named person approves payment plans, settlements, write-offs and any referral to an agency or attorney. Consumer debts are out of scope unless the tenant is a licensed collector — then the role supports that licensee and follows the FDCPA and Rosenthal Act.
AI drafts; a named person approves.
Business-to-business collections only as delivered. Collecting consumer debts is class C: it needs a California Debt Collection Licensing Act licence and must follow the FDCPA, the Rosenthal Act (Cal. Civ. Code §1788) and the TCPA — it runs only under a licensed collector.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: reviews the aging report and queues reminders by bucket. Midday: calls AP contacts who asked for a call, logging each promise to pay. Afternoon: drafts escalation notes on accounts past 60 days for the controller. Weekly: reports collections against target and broken promises.
- ·Send scheduled, courteous reminders on overdue business invoices
- ·Contact AP departments only through agreed channels and hours
- ·Record promises to pay and follow up on the promised date
- ·Resolve short-pays by routing disputes to billing
- ·Draft payment-plan and write-off proposals for approval
- ·Keep a complete contact log for every account
- ●DSO (days sales outstanding)
- ●Past-due balance over 60 days
- ●Promise-to-pay kept rate
- ●Complaints about collection contact (target: zero)
- · B2B distributors
- · Contractors
- · Agencies
- · Wholesale suppliers