Let Kolleno’s AI Agent be your collections team’s assistant. Designed to enhance your team’s success, it automates routine tasks, answers questions, and provides valuable insights.
Explore below how Kolleno’s AI transforms Collections Management and helps businesses to collect more efficiently.
Workflows Powered by AI
Do you spend a lot of time trying to figure out who and when to chase? On top of that, it can be exhausting to make sure you are executing the right credit policy step and sending through the correct information to each specific client.
Kolleno’s AI-agent looks at different customer records and auto-generates the workflow to fit the situation, with conditional branches adjusting based on what has worked best in the past. Your clients are then automatically added to this plan and will get personalized messages using their invoice and contact information.
This means you spend less time figuring out what to do for each customer and chasing them for payments.
AI Reconciliation
Manually matching invoices with bank payments and receipts is a slow and tedious task, making it easy to overlook human errors.
Kolleno AI-Copilot uses smart technology to apply payments for you. It directly connects your bank account feed and utilises Kolleno’s AI reconciliation module to find the best possible match and prevent any mismatches in the future. The system feeds back the payment status back to your accounting system and updates the records there.With just one click, your payments are reconciled and your accounting system is updated. –
This saves you time and effort, ensures accuracy, speeds up the process, and makes your payments management much easier.
KollenoGPT
Finding the financial figures or past client conversations you need can be really time-consuming. Want to get the information you need quickly and stop wasting time searching for it?
IKollenoGPT, a unique chat feature that gives you instant answers based on your organisation’s data model. With KollenoGPT, you can quickly find out what was discussed in past interactions with a client or get the latest payment updates. You can also ask about your financial exposure, such as how much you expect to receive in payments next month, and much more.
As a result, you get instant access to information exactly when you need it—just ask your questions and get precise answers.
See Kolleno’s AI-Agent in action
Finance teams shouldn’t be stuck with repetitive tasks—AI can do that.
Connect with us to see how our technology makes a difference.