Finance
Collections Follow-Up Agent
Human-approved · Standard · Critical severity
Works with: Business Central, Outlook, Teams, D365 Sales (context)
The problem
AR aging is reviewed monthly; cash is needed weekly. Reminders go out inconsistently, promises to pay aren't tracked, and awkwardness means the squeaky invoices get chased while quiet ones age past 90.
What the agent does
- Trigger: daily scan of open invoices in Business Central against the dunning policy.
- Segments: gently remind (recently due), firm follow-up (30-60), escalate (60+, broken promises), hold (disputes, active service issues via D365 case check).
- Drafts the right message per invoice — referencing invoice specifics, history, and any promise-to-pay dates.
- Human approval: finance approves the day's batch in Teams (bulk-approve UI).
- Sends approved emails, logs touches, and tracks promised dates for automatic re-follow-up.
You need this if
- DSO creeping up; owner personally chasing large invoices
- No systematic dunning cadence
- Disputes discovered only when payment doesn't arrive
Who uses it
Finance/bookkeeping, owner, account managers (visibility).
What goes in, what comes out
In: BC open invoices, customer history, D365 cases, prior reminders. Out: approved reminder batches, promise-to-pay tracker, escalation list.
Why it pays
Cutting DSO by even 5 days on SMB revenue frees real working capital, and the follow-up labor drops to minutes of approval per day. Usually the easiest ROI conversation in the catalog.
Built to be trusted
- No send without approval; no negotiation, discounts, or payment-plan language
- Automatically holds customers with open disputes or active service escalations
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.