Current workflow
AI Agents for Professional Services Collections Management
Prioritise overdue invoices, track disputes and prepare follow-up for approval.
You are viewing this workflow →AI Agents for Professional Services Collections Management
AI agents for professional services collections management prioritise overdue client invoices, track disputes and promises to pay, prepare follow-up for the responsible partner or collector to approve and match payments to invoices. Finance and engagement leads see what is owed and why.
Challenges We Solve
Where Collections Management Breaks Down
Firms chase overdue fees from aging reports while the context sits with engagement leads, so follow-up is inconsistent and slow.
Prioritisation
Collectors work from an aging report
The report shows amounts and days, not disputes, promises or relationship context. Priorities are guesses.
Context
Engagement leads hold the context
Why an invoice is unpaid, such as a query or scope disagreement, lives with the partner and is not recorded.
Follow-up
Reminders are inconsistent
Messages depend on who remembers and the tone each partner prefers.
Disputes
Disputes are tracked in email
Queries about fees move between the client, partner and finance with no single record.
Cash
Payments are matched manually
Remittances with partial or unclear detail wait for manual matching.
Reporting
Aging and cash forecast are rebuilt each week
Finance exports data to estimate what will be collected and when.
AI Agent Capabilities
AI Agents Built for Every Collections Management Workflow
Six connected capabilities designed around your receivables data, client terms and collection process for Professional Services teams.
Collections Priority Agent
- Ranks overdue invoices by amount, age, dispute status and relationship factors you define
- Shows context before each follow-up
- Highlights clients with several overdue invoices
- Updates daily as payments arrive
- Reports priorities to collectors and partners
Context Capture Agent
- Asks engagement leads why an invoice is unpaid when it passes a threshold
- Records the answer against the invoice
- Reads client emails for queries and promises
- Flags invoices waiting on a partner response
- Keeps the history of contact
Reminder Draft Agent
- Drafts reminders in the tone and format your firm uses
- Includes the invoice, amount, date and supporting links
- Routes drafts to the partner or collector to approve
- Schedules follow-ups after the approved send
- Records each message sent
Dispute Tracking Agent
- Records client queries with reason, amount and owner
- Routes each query to the engagement lead with the evidence
- Tracks response deadlines on each client account
- Shows disputes by client and cause
- Prepares credit or write-off requests for approval
Cash Application Agent
- Reads remittance advice from email, bank files and portals
- Matches payments to open invoices using your rules on each client account
- Proposes matches for unclear remittances on each client account
- Routes unmatched cash to a person on each client account
- Prepares application entries for review on each client account
Cash Forecast Agent
- Estimates collections by week from invoice status, promises and history
- Shows the factors behind the estimate
- Compares estimates with actual cash
- Highlights large invoices at risk
- Reports to finance and practice leaders
Deployment
How We Deploy Your Collections Management Agent
Five steps from your first call to a validated collections management workflow connected to your billing and accounts receivable systems.
01
Receivables and Process Review
We map your client terms, receivables data, collection process, dispute handling and how overdue fees are chased today.
✓ Client term and aging data inventory
✓ Collection and dispute workflow map
✓ Recommended agent architecture for your environment
BUILT FOR PROFESSIONAL SERVICES FINANCE AND PRACTICE TEAMS
The right receivables visibility for every practice role
Each deployment is scoped around how a specific role depends on receivables data. Collectors, partners and finance each get the outcome they need without chasing from an aging report.
COLLECTOR
Collections or Credit Control Lead
Stops working from an aging report. Calls the right clients first, with context.
What Changes
- Overdue invoices ranked by amount, age and status
- Disputes and promises shown before each call on each client account
- Reminder drafts to approve
- Follow-ups scheduled
PARTNER
Partner or Engagement Lead
Stops being chased by finance. Gives context once and sees the status.
What Changes
- Prompts to explain unpaid invoices
- Queries routed with evidence
- Credit or write-off requests for approval
- Client invoice status in one place
FINANCE
Finance Director
Stops rebuilding the cash forecast. Sees expected collections and invoices at risk.
What Changes
- Weekly collection estimates with factors shown
- Large invoices at risk
- Cash matched to invoices
- Disputes by cause
Meet Our CEO Haroon Jafree, CPA
25 years as a CFO and finance leader, designing agents around workflows he personally ran.
FAQ
Questions About Collections Management Automation
What collectors, partners and finance directors ask before the first call.
It uses AI agents to prioritise overdue invoices, capture context from engagement leads, track disputes, draft follow-up and match payments. Partners and collectors decide what is sent.
Get Started
Ready to Stop Chasing Fees from an Aging Report?
Book a discovery call to walk through your client terms, your dispute handling and your collection routine.
Book a Discovery Call →