Past-due accounts chased and credit kept current
Reviews shop and fleet credit, chases past-due invoices with statements and texts, applies payments, and places or releases credit holds.
Credit decisions happen after the parts leave.
Counter staff do not see the aging report, and the credit manager cannot call every slow account. Statements go out once a month, payments get applied late, and holds go on after the balance has already grown.
A repair shop is 62 days past due on $8,400 and still charging parts at two branches. The credit manager finds out at month end when the aging report runs.
Credit and collections desk, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Review credit
Scores each account on aging, payment history and limit use and flags the ones slipping.
- 2
Chase past due
Sends statements and texts to the right contact and logs every promise to pay.
- 3
Apply and hold
Applies payments to the right invoices, then places or releases holds at the counter.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Counters see holds before they ring up a sale
- Every slow account gets a reminder, not just the big ones
- Credit managers focus on the hard conversations
Works inside the systems you already run
Before you ask.
Reviews shop and fleet credit, chases past-due invoices with statements and texts, applies payments, and places or releases credit holds. It works in three steps: review credit, chase past due and apply and hold.
It works inside the tools your team already uses, including parts ERP, accounting, email, SMS and payment portal. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
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Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.