LÍteed
Invoice collections automation
Reduce overdue invoices with structured reminders and escalation. Make ownership clear, keep a timeline of actions, and expose cashflow risk in a simple dashboard.
- Reminder schedules driven by due dates
- Escalation to account owner and leadership
- Overdue dashboard and a full communications log
Who it targets
- Agencies and B2B service companies invoicing customers
- SaaS with invoice-based billing
- Finance Ops teams who want predictable collections
Pain it solves
- Invoices slip because follow-up is inconsistent
- No clear escalation path when customers stall
- Cashflow surprises due to lack of visibility
- Messy communication history across email and chat
Business process flow
- Trigger: invoice created, invoice sent, or due date approaching
- Notify: reminder emails with templates and dynamic context
- Escalate: to account owner after threshold days overdue
- Log: every reminder and response to a timeline
- Report: overdue amounts, aging buckets, and high-risk accounts
Integrations
- Invoice source: your existing accounting tool or invoice emails
- Communication: email plus Slack or Teams escalation
- Optional: CRM customer owner mapping if you already use it
What we deliver
- Reminder schedule and escalation policy
- Templates and contact routing
- Overdue dashboard and aging breakdown
- Action log and audit trail
- Exception handling for disputed invoices
Success metrics
- Days sales outstanding (DSO)
- % invoices overdue
- Time to first follow-up after due date
- Overdue amount by aging bucket