← use cases · construction · finance and cash flow

Chasing unpaid invoices, with the right contacts

Every overdue invoice chased, to the right contact, in the right tone.

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this case applies to construction · saas · publishing & culture · consulting · it reads in each one's own words

your agent otooto connected

Chase invoices overdue by more than fifteen days, adapting the tone to each client.

ooto · accounting · invoicesdone

$ factures_echues --retard 15j

→ 12 overdue invoices

ooto · crm · contactsdone

$ contacts_payeurs --factures echues

→ 12 contacts found

12 reminders ready: 8 polite reminders, 3 firm follow-ups, 1 formal notice file to approve. The tracking sheet is up to date.

illustrative scene · no client names

today

Progress payments paid months late.

Progress payments and final job balances drag on; chasing a client or project owner always comes after the job itself.

with the agent

Staged reminders sent on time, a tracking sheet always up to date.

It reads the accounts, spots overdue invoices, identifies the right contact, drafts staged reminders, and prepares the collection file for difficult cases.

for example, constructionThe balance for a job delivered last month is chased automatically, with the handover report attached.

01Spot due dates. Overdue invoices read from the accounts, every week.
02Find the right contact. Accounts payable, signatory, payment department.
03Chase in stages. Polite reminder, firm follow-up, formal notice prepared.
04Track and escalate. Tracking sheet, file ready for difficult cases.

it readsaccountingemailspreadsheet

what comes out

Reminders ready or sent, tracking sheet.

reminders · this weeksample

progress payment #12 · 45 d2nd reminder

job balance · 30 d1st reminder

progress payment #9paid

the gain

Faster collections and a weekly task off your desk.

To get started: Access to the accounts.

try it on a real case →

also worth reading

more cases: finance and cash flow

Bookkeeping and cash flow assistant

what you deal with

Deposits and material purchases that blur cash flow.

what the agent does

Before ordering materials for a big job, you ask whether cash flow allows it without waiting for the next deposit.

update · weekwhat comes out

receivedup to date

missing documents4

see the case in detail →

your case

tell us what you'd rather stop doing.

we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.

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