Chasing payments is repetitive, easy to put off, and expensive when it slips.
Follow-ups happen when there’s time
Reminders go out late and inconsistently, and the biggest risks aren’t always chased first.
Risk shows up too late
A customer’s payments slow down for months before anyone connects the dots.
Big decisions happen ad hoc
Suspensions, write-offs and agency referrals are made without a clear approval trail.
How CreditSync AI works
From invoice to hand-off — automated, with your team in control.
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1MonitorTrack every invoice, payment and customer’s credit risk, and rank accounts by what needs attention.
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2ActRun collection journeys across your channels and create tasks for your team where a person is needed.
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3ResolveHandle promises, payment plans and disputes, and escalate with approval when nothing else works.
Key features
Everything you need to run credit control end to end — from first reminder to final escalation.
Automated collections
Day-to-day credit control, prioritised and run for you.
- AI-powered credit control — automate and prioritise daily credit control activity
- Smart collection workflows — configurable end-to-end collection and escalation journeys
- Automated payment reminders — messages before, on and after the due date
- Task management — actionable tasks created and assigned to your team
Customer communications
Reach customers where they’ll respond, and make paying easy.
- Multi-channel communications — email, SMS, WhatsApp and other supported channels
- Quick pay links — customers pay straight from any reminder
- Promise-to-pay management — commitments recorded and missed promises followed up automatically
Credit risk and insight
See who’s paying, who’s slipping and where your cash is.
- Accounts receivable dashboard — outstanding balances, overdue debt, ageing and collection performance
- Invoice and payment tracking — payment dates and days taken to pay
- Payment behaviour analysis — on-time, late and deteriorating payment patterns
- Customer credit monitoring — ongoing watch for financial and credit-risk changes
- Credit scoring and risk assessment — payment behaviour and available credit data combined to flag higher-risk accounts
Arrangements and disputes
Structured ways to settle what can’t be paid straight away.
- Dispute resolution — disputes, approvals, credits, write-offs and resolutions in structured workflows
- Payment plan management — instalment arrangements set up and monitored
- Late fee management — fixed or percentage-based late fee policies and rules
Escalation
Firmer action when it’s needed, with a record of every step.
- Service suspension and restoration — trigger or approve suspension and restoration of MSP services through supported integrations
- Collection and legal escalation — referrals to collection agencies or legal recovery providers
Control and connections
Automation your managers can trust and audit.
- Workflow approval controls — management sign-off for write-offs, suspensions and escalations
- Roles, permissions and audit trail — controlled access and a full history of every decision and action
- Accounting, billing and MSP integrations — billing systems, accounting platforms, payment gateways, credit agencies and provisioning platforms
Start getting paid faster
See CreditSync AI on your own overdue accounts, or try it free for 3 months with expert onboarding.