Turn Receivables Into Action
AI-powered receivables and working-capital intelligence for finance teams.
Track overdue invoices, manage customer follow-ups, capture payment promises and surface the accounts that need attention — all from one connected receivables workflow.
Collections Shouldn’t Depend on Constant Manual Follow-Ups
Finance teams often know how much is outstanding — but not always who needs attention first, what a customer has promised, or what should happen next. Follow-ups get spread across spreadsheets, emails, calls and WhatsApp, making collections harder to track and cash flow harder to predict.
- 01Outstanding invoice
- 02Customer commitment
- 03Follow-up & escalation
- 04Collection visibility
Too Much Manual Chasing
Teams spend hours checking overdue invoices, contacting customers and repeating follow-ups.
Payment Promises Get Lost
A customer may say, “I’ll pay on Friday,” but that commitment often stays inside an email, call or message instead of becoming part of the collections workflow.
Priorities Are Not Always Clear
Not every overdue invoice needs the same attention. Teams need to know which accounts are ageing, which promises have been missed and where escalation is required.
Collection Visibility Comes Too Late
When invoices, conversations, promises and escalations are disconnected, finance teams struggle to maintain a clear view of what is likely to be collected and when.
OptimAR brings the receivables workflow together — helping finance teams move from outstanding invoice → customer commitment → follow-up → escalation → collection visibility.
One connected view of the receivables workflow.
From overdue invoices to the next best action.
Everything Your Collections Team Needs in One Place
See total outstanding, overdue amounts, ageing and collection status across accounts.
From Overdue Invoice to the Next Right Action
OptimAR connects invoice data, customer communication and payment commitments into one receivables workflow — so every account has a clear next step.
Identify What Needs Attention
Outstanding invoices, ageing and customer status are brought into one view so teams can see which accounts need follow-up.
Reach Out
Send approved payment follow-ups through email or WhatsApp using your business templates and communication channels.
Understand the Customer Reply
OptimAR reads the response and identifies useful collection context — such as a payment commitment, dispute or request for more information.
Capture the Promise
A response like “I’ll pay on Friday” becomes a structured promise-to-pay date linked to the invoice.
Monitor the Commitment
Follow-ups adjust around the promised date, helping avoid unnecessary or duplicate communication.
Escalate When Needed
If a promise is missed or an account needs attention, OptimAR surfaces it for escalation and team action.
Track Collection Progress
Monitor outstanding receivables, ageing, promises, escalations and collection performance from one dashboard.
Every invoice moves through a visible workflow — from follow-up to commitment, escalation and collection.
Connect OptimAR to the Systems Behind Your Receivables
OptimAR works around your existing finance and customer systems, bringing invoice data, customer information and communication into one connected collections workflow.
ERP & Accounting Systems
Bring invoice, due-date, payment and customer data into OptimAR from your existing finance system.
CRM
Connect customer and account information so collections teams can work with the right business context.
Databases & APIs
Connect structured business data and custom applications through secure APIs or governed data integrations.
Send and track approved payment follow-ups through your existing business email environment.
WhatsApp Business
Manage customer follow-ups and payment conversations through WhatsApp Business workflows.
Payment & Bank Data
Bring payment information back into the workflow so paid invoices, outstanding balances and collection status stay current.
Your ERP or accounting platform remains the system of record. OptimAR adds the intelligence and collections workflow around it.
See How Your Receivables Are Moving
Track the metrics that help finance teams understand collection performance, customer commitments and expected cash movement.
DSO
Monitor how long receivables remain outstanding.
Collection Efficiency
See how effectively outstanding amounts are being collected.
Promise-Kept Rate
Track whether customers pay when they said they would.
Days Beyond Terms
Identify accounts moving further past agreed payment terms.
Ageing
See how outstanding receivables are distributed across ageing buckets.
Cash-Flow Visibility
Use current receivables and payment commitments to improve visibility into incoming cash.
Ready to Take More Control of Your Receivables?
See how OptimAR can bring overdue invoices, customer follow-ups, payment promises and collection priorities into one connected workflow.
Bring your current receivables workflow. We’ll show you where OptimAR can fit.