Collections Agent
Take your collections process from manual hassle to proactive cash engine. The Collections Agent brings intelligence to every receivable, ensuring faster payments, healthier cash flow, and preserved customer relationships.
Every day, businesses struggle with poor visibility into outstanding payments. Collection teams waste hours on manual tracking and follow-ups. Overdue invoices pile up while cash flow becomes unpredictable. Meanwhile, delayed or aggressive collection efforts damage the very customer relationships you depend on.
The Collections Agent changes everything—turning reactive collections into proactive revenue optimization.
Smart invoice analysis
Query unpaid or overdue billings instantly. "What does Customer X owe?" or "Show me everything over 60 days past due" and get comprehensive insights with recommended actions.
Proactive collections management
Identify at-risk payments based on past behavior, helping you intervene before invoices become seriously overdue. Know your cash position before problems arise.
Real-time aging visibility
View all unpaid invoices with instant aging analysis. Track overdue amounts by customer, age, or amount.
Cash receipt tracking
Query cash receipts from any customer instantly. Identify payment method changes that could signal collection issues.
Every day without the Collections Agent costs your business in:
Need help? Just ask the Collections Agent.
Deploy the Collections Agent instantly—no integrations or data mapping needed. Because Accounting Seed is 100% built on Salesforce, your sales information, customer data, invoice history, and payment patterns are AI-ready today, giving you complete context for every collection decision.
Use AI to your advantage and empower your team to focus on analysis.