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Use caseUC0144

Turn overdue accounts into a checked dunning letter

Every overdue account needs a letter, and one wrong line can chase a customer who already paid. This app drafts the notice and checks every amount against the ledger first.

For the collections deskTechnology & SaaS · Payments & Fintech · Telecommunications

Why it matters

Today's manual process, and the same job with the app

A collections team at any business that sends dunning letters to overdue customers.

✕Today's manual process

1Read the file balances, the dunning policy, payments and account notes, line by line.
2Retype every figure into the letter, and hope none of them slipped.
3Guess at the notes to catch a promise that quietly fell through.
4One missed note means a paid customer gets threatened with suspension.
Every account read line by line

✓With the app

1The file is read the ageing, the policy, the payments and the notes together.
2Every figure is checked against the ledger before it reaches the letter.
3Notes are read too so a lapsed promise is caught, not missed.
4Nothing goes out unread a person still signs the letter before it's sent.
Every letter checked before it mails

See it work

One real case: what the app found, step by step

Ostrey Freight Systems' promise to pay looked fine, until a bounced direct debit changed it.

Turn overdue accounts into a checked dunning letterReference appBuilt to be shaped to your process
  1. 1Six open items each with its balance and how many days it's overdue.
  2. 2A promise already in force not yet due, so this one is correctly left out.
  3. 3The note that overturns it the promise looked solid, until the account note said it bounced.
  4. 4Held for a different reason an open dispute keeps this one out of the notice.
  5. 5One call moves the whole notice that single decision pushes the letter to its final stage.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
39 of 48drafts fully grounded, nothing inventedmeasured in 06 Evals →
48 of 48the send-or-hold call rightmeasured in 06 Evals →
8 of 128items pulled into a letter wronglymeasured in 06 Evals →
97¢to draft all 48 accountsmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesyour dunning ladder, suppression rules and what counts as a promise to pay.
Your recordsyour own ageing report, payment and credit postings, and account notes.
Your systemsreads from your ledger and billing system, drafts go to your review queue.
Your screensthe fields, wording and account layout your collections team already uses.

Want this for your team?

Talk to us

We can run this on your own collections file and dunning policy, inside your environment.

Talk to us →
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