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Use caseUC0091

Decide what to do about a client's broken payment promise

Customers promise to pay by a date, then some of those promises get broken without anyone noticing which ones, or for how long. This app checks every promise each week and tells the desk exactly which step to take today.

For the collections deskTechnology & SaaS · Cross-domain

Why it matters

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

Accounts receivable at a software company, reviewing every payment promise on a weekly cycle.

✕Today's manual process

1Open each arrangement and reread the notes to see if the promise on screen still matches what the customer agreed.
2Work out how many weeks it's been broken, since nothing on the screen counts that automatically.
3Remember last week's call and decide today's step from memory, case by case.
4Guess wrong and either a broken promise sits untouched another week, or a paying customer gets an unwanted call.
Every promise reviewed from memory

✓With the app

1Each arrangement is checked every week, against the promise, the payments and the notes on file.
2How many weeks it's been broken carries forward on its own, written from the numbers, not memory.
3Today's step is recommended with the reason spelled out in plain words.
4A recent payment holds the line so a customer who just paid isn't pushed to the harshest step by mistake.
Every promise reviewed with its full history

See it work

One real case, read by the app, step by step

PTP-0045: a client promised $7,108 by July 20, paid $3,199 partway, and is now three weekly checks broken.

Decide what to do about a client's broken payment promiseReference appBuilt to be shaped to your process
  1. 1What it found broken: $7,108.02 was promised by July 20.
  2. 2What the desk does collector call, since $3,198.61 already came in against it.
  3. 3How long it's run three weekly checks broken, 28 days past the date.
  4. 4What's driving it a short partial payment, no dispute on file. The collector calls today.

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 →
141 of 150escalation steps recommended correctlymeasured in 06 Evals →
149 of 150broken-week counts exactly rightmeasured in 06 Evals →
102 of 150reasons for nonpayment identified correctlymeasured in 06 Evals →
0.8¢to check one promise each weekmeasured 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 own escalation ladder, rungs, cadence and the payments that reset the clock.
Your recordsthe collections notes, payment ledger and activity log you already keep.
Your systemsconnects to your own accounts receivable and collections systems, not a spreadsheet.
Your screensthe fields and wording your collections team already uses every week.

Want this for your team?

Talk to us

We can run this on your own collections data, against your own policy, inside your environment.

Talk to us →
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