AI Collections Workflow

Accelerate Payment Cycles and 3x Productivity

Transform your collections process with Centime AR's AI-powered collections workflows. Automate tasks, personalize customer communications and gain actionable insights to boost efficiency, accelerate cash flow, and reduce delinquencies.

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"Centime is a must-have for collections and has helped to significantly reduce time spent on this tedious task. The Receivables module provides highly customizable, automated reminder campaigns, convenient payment links where customers can pay by credit card/ACH, and the ability to record collections notes and promised payment dates to help with cash management."

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Automated Invoice Delivery
Real-Time Notifications
Customizable Templates
Cross-Bank Transfers

3x your team’s productivity with AI-based workflows

Centime AR automates critical aspects of the accounts receivable process, significantly reducing manual efforts. By employing AI-based workflows, it triples your team’s productivity, allowing you to focus on strategic financial activities rather than routine tasks.

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Adopt customer-centric payment solutions

Centime provides your clients with easy-to-use self-service options and electronic payment methods. This flexibility not only enhances customer satisfaction by 24%, but also expedites the payment process, ensuring that receivables are settled faster and more reliably.

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Optimize cash flow
and reduce DSO with
AI collections

Our AR feature accelerates the cash collection cycle, optimizing your cash flow and reducing days sales outstanding (DSO) significantly. By shrinking the receivables cycle, you get paid 30% faster, enabling better capital utilization and financial stability for your business.

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Collections Workflow FAQs

What are collections workflows, and how do they help manage overdue invoices?
How does Centime automate the collections process for past-due accounts?
Can I customize collections workflows based on customer risk profiles or payment history?
What types of actions can be automated in a collections workflow (reminders, escalations, internal notifications)?
How does Centime track customer interactions and responses to collection efforts?
Can I set up different workflows for different customer segments (e.g., small vs. enterprise clients)?
What reporting and insights does Centime provide on collections performance?
How does Centime help reduce DSO (Days Sales Outstanding) through automated collections workflows?
Can collections workflows be integrated with my ERP and CRM systems?
How does Centime ensure compliance with regulations regarding collections practices?

What are collections workflows, and how do they help manage overdue invoices?

Collections workflows are automated processes that help you manage overdue invoices by sending timely reminders and notifications to customers. They allow you to customize follow-up actions—escalating reminders as needed—which streamlines your collections process and improves cash flow management. For more details, please refer to the Centime Customer-Level Workflows article.

How does Centime automate the collections process for past-due accounts?

Centime automates collections by sending pre-scheduled reminders, escalating unpaid invoices, and notifying internal teams when manual intervention is needed. These workflows help businesses collect faster while maintaining strong customer relationships.

Can I customize collections workflows based on customer risk profiles or payment history?

Yes, businesses can configure workflows based on customer type, risk level, or payment behavior. For example, high-risk customers may receive more frequent follow-ups while trusted customers may have extended grace periods.

What types of actions can be automated in a collections workflow (reminders, escalations, internal notifications)?

Centime's collections workflows automate a variety of actions to manage overdue invoices. With customizable task templates, you can tailor each workflow to reflect the specific tools your company has to encourage payment. This means you can set up automated reminders and escalations that not only notify customers but also trigger actions such as putting a client on credit hold, pausing work, locking them out of a tool, emailing leadership, or other steps to encourage timely payment. For more details, please refer to our Customer-Level Workflows article and Automations guide.

How does Centime track customer interactions and responses to collection efforts?

Centime tracks all customer interactions and responses by logging all collection activity—from emails and completed tasks to custom entries using fields for issue types and account details. You can also add notes to capture additional context and facilitate team collaboration. With automation features and real-time visibility, our platform ensures every collection effort is transparently monitored and managed.

Can I set up different workflows for different customer segments (e.g., small vs. enterprise clients)?

Yes, Centime lets you create customized workflows for different customer segments. You can tailor messaging, cadence, and triggers to meet specific needs. For instance, high-volume customers can have consolidated communications, while low-volume customers might benefit from invoice-specific messaging. You can also segment by terms, invoice type, business unit, value, or customer preferences. Our support team is ready to help design an effective collections strategy.

What reporting and insights does Centime provide on collections performance?

Centime offers robust reporting tools and dashboards that deliver real-time insights into your collections performance. You can monitor key metrics—such as Days Sales Outstanding, aging of receivables, and payment trends—enabling you to quickly identify bottlenecks, assess overall collection efficiency, and make data-driven decisions to optimize cash flow.

How does Centime help reduce DSO (Days Sales Outstanding) through automated collections workflows?

By automating reminders, escalations, and follow-ups, Centime reduces the time between invoice delivery and payment, directly improving cash flow and lowering DSO.

Can collections workflows be integrated with my ERP and CRM systems?

Yes, Centime integrates seamlessly with the leading ERP. Once an invoice is created and approved in your ERP, it automatically syncs to Centime, triggering invoice delivery and the collections workflow. This shift moves your collections process out of spreadsheets and into a collaborative, real-time environment—providing clear visibility on payment receipts and email communications throughout the entire collection journey.

How does Centime ensure compliance with regulations regarding collections practices?

Centime facilitates compliance with collections practices by combining robust audit trails, secure data handling, and strict access controls with flexible, customizable workflows that align with legal guidelines. Every collection activity is logged and monitored, providing full transparency and accountability for regulatory audits. Additionally, our seamless integrations with leading ERP and CRM systems help maintain accurate records and consistent communication, further supporting adherence to industry standards and reducing compliance risk.
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