CasesFood manufacturer · Packaged foods, traditional trade
Collections in order across 3,400 traditional-trade customers.
Thousands of small invoices, sales reps who also collected payments and an overdue portfolio that grew every quarter.
Results
- average collection period
- −9days
- overdue invoices recovered
- +27%
- payment plans outside policy
- 0
The challenge
No one had a single view of which customer owed what, or what they had been promised. Payment plans were negotiated case by case.
What we built
On the real context of the operation, together with the client’s team:
- A brain connected to the ERP, bank and CRM
- The collections policy loaded as rules
- A collections agent that sends reminders and proposes plans
- Exceptions routed to Finance for approval
How it runs today
The agent manages the daily portfolio within policy. The team only steps in on exceptions, with the customer’s full context in view.
“For the first time we know what’s happening with every invoice.”
— Head of finance