Credit Control
Get paid for every case you ship. Pay only for what arrives.
Your AR team spends the day chasing payments, matching bank transfers to invoices and arguing over short payments. Your AP team keys in wholesaler bills and hopes the prices are right.
Credit Control is two agents. The Credit Control Agent works your long tail by email and voice from day one, and hands your AR team a suggested reply and next step for every key account. The AP agent checks every wholesaler bill against what you ordered and received.
Every invoice checked against 3 documents before it's sent
Every payment matched, down to the location
Payback in 12 weeks
How it works
Collections
Key accounts get a draft. The long tail gets handled.
Smaller accounts are worked by email and voice from day one, within your rules. Key accounts and anything outside policy come to your AR team with the answer drafted.
Deductions
Every short payment, worked out
When a customer pays short, the agent works out why. If they're right, the credit note is ready. If they're not, the chargeback is drafted with the proof attached.
Cash forecast
Know what's landing, and why
Payroll and wholesalers run weekly, so cash timing matters as much as what's overdue. The forecast shows what's coming in each day, and every number can be traced back to where it came from.
Cash application
One payment, every invoice it covers
Payments land without a note, a chain pays for five restaurants at once, and a cheque covers half an invoice. The agent finds the remittance, matches every pound to the right invoice and location, and has it ready for your team to post.
Credit holds
Should we ship it? Answered before the van loads
Your sales team wants to ship and your controller wants to protect the book. The agent settles it with the numbers, account by account, and drafts the reply so your account manager knows what can go on the van.
Hear Ozai in action
Hear how our AI navigates payment discussions with the same tact and professionalism your team would use.
Ozai
Hey Mark. How's it going?
Customer
Uh, good, thanks for asking.
Ozai
Great. So, hey, this is Ozi calling from Greenline Foods. I'm following up on invoice 3679 for £3,860. It's sitting at about six days overdue now, so I figured I'd just give you a call directly and see where we're at with it.
Customer
Uh, sorry. Yeah, we've been hit, been a bit behind this month.
Ozai
I understand. No worries. Um, are you able to confirm if payment's already been scheduled on your end or would it be easier to just pick a revised date that works better for you guys?
Customer
Yeah, we can get that paid by Friday.
Ozai
Thanks, mark. I'll note Friday as the payment date. I'll send you a confirmation email shortly and if anything changes, you can reply directly to me.
Customer
Cool. Sounds good. Thanks.
Ozai
Awesome. Thanks so much for your time, mark. Really appreciate you helping get this sorted out.
Both sides of the ledger
Your best AR person knows who pays on Thursdays, who needs a nudge and which short payments are real. Your best AP person never pays for a case that didn't arrive. The agent works the same way, on every account and every invoice.
Less cash stuck past 60 days. Fewer deductions you never get back.
Catch the deduction before it happens
Every draft invoice is checked against the sales order, the pick list and the proof of delivery before it goes out. A short-ship, a substitute that wasn't repriced or a price over contract gets fixed before your customer finds it.
Before it's sent
Short-ships: bill what was delivered, not what was ordered
Substitutions: a substitute at the warehouse gets repriced on the invoice
Contract prices: every line checked against the customer's contract
VAT and fees: no VAT on zero-rated lines, no fees the contract waives
Collections work preventing focus on growth
Manual tracking that's always out of date
Your team signs off. The agent does the chasing.
See the Credit Control agent work a week of your own invoices, payments and wholesaler bills.
Every wholesaler invoice, against the PO and goods-in
Wholesaler invoices arrive by email, portal and paper. The agent reads each one, matches it to the PO and to what goods-in received, and holds back anything that doesn't add up.
Prices checked against the PO and your wholesaler contract
Quantities billed against what goods-in actually signed for
Product turned away at goods-in never gets paid for
The same invoice sent twice gets paid once
Everything your AR and AP teams need
A worklist that ranks itself
Every account re-scored daily, with a predicted pay date and the next step.
Payment plans
Offered and agreed within the limits you set for each account.
Disputes stop the reminders
The invoice leaves the sequence and goes to the right owner, with the history.
Credit limit reviews
Payment behaviour and outside signals like liens, with a suggested limit.
See the Credit Control agent in action
Tell us a bit about your business and we'll be in touch to set up a demo.
Thank you
We have received your request and will do our best to respond within the next 48 hours.
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