Segment customers by payment behavior using Chaser
Swiftask analyzes your Chaser data to categorize your customers. Tailor your collection communications according to the risk profile of each account.
Result:
Increase efficiency by focusing your collection efforts on the most strategic or high-risk profiles.
AI Agents
chaser
Connector chaser · Secure OAuth 2.0
One-size-fits-all collection is inefficient
Treating all your customers the same way during invoice follow-ups is a costly mistake. Some customers are naturally punctual, others require a firmer approach. Without segmentation, you waste time on good payers and risk damaging relationships with at-risk clients.
Main negative impacts:
Poorly adapted follow-ups
Sending an aggressive reminder to a loyal customer who simply forgot an invoice unnecessarily harms your business relationship.
Increased risk of bad debt
Truly problematic customers are not identified early enough, increasing DSO and the risk of financial loss.
Operational inconsistency
Without clear segmentation criteria, your teams waste valuable time processing files without established priorities.
Swiftask connects to Chaser to dynamically analyze payment behaviors. You create automatic segments that dictate the tone and frequency of your reminders.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
Your team sends generic reminder emails to all customers 5 days late. The customer who always pays 6 days late receives the same email as the customer who has never paid. Effort is scattered, and results are mediocre.
With Swiftask + Chaser
Your AI agent segments customers in real time: 'Excellent payer', 'Occasional delay', 'High risk'. The system automatically triggers a polite email for the former and a priority collection procedure for the latter.
Deploy your segmentation in 4 steps
1
STEP 1 : Connect your Chaser account
Link your Chaser instance to Swiftask via our secure connector to import billing and payment history data.
2
STEP 2 : Define your segment criteria
Configure business rules in Swiftask: for example, average payment delay, outstanding amount, or frequency of delays.
3
STEP 3 : Configure action automation
Associate each segment with a specific communication strategy (tone, frequency, contact channels).
4
STEP 4 : Monitor and adjust
Check the Swiftask dashboard to adjust segmentation criteria and continuously optimize your collection rates.
What your AI agent can do
The agent analyzes complete payment history, amounts involved, and past responsiveness to reminders to refine the classification.
- Target connector: The agent performs the right actions in chaser based on event context.
- Automated actions: Automatically classify customers into dynamic groups. Trigger personalized collection workflows. Alert the finance team to changes in risk profile. Generate performance reports by segment.
- Native governance: Segmentation is updated automatically with every new data point received from Chaser.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-chaser@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why segment your customers with Swiftask
Collections optimization
Focus your efforts where needed to significantly reduce your DSO.
Preserved customer relationship
Adapt the tone of your reminders to maintain a positive relationship with reliable customers.
Data-driven decision making
Stop guessing; let the AI identify actual risk profiles based on history.
Operational time savings
Automate classification so your teams focus only on complex cases.
Financial agility
Reduce payment delays and improve your cash flow through a targeted approach.
Financial data security
Swiftask applies enterprise-grade security standards for your chaser automations.
- Secure Chaser integration: Swiftask uses secure, encrypted API access to read your billing data.
- Data governance: You control which data is analyzed and how segments are used.
- Compliance: Compliance with financial data protection standards and GDPR.
- Full audit trail: Every segmentation decision is logged in Swiftask for total transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your financial metrics
| Metric | Before | After |
|---|---|---|
| DSO (Days Sales Outstanding) | High (manual management) | 15-25% reduction |
| Processing time per invoice | Manual and tedious | Automated (80% gain) |
| Useless reminder rate | High (global approach) | Near zero (precise targeting) |
| Customer risk visibility | Reactive (realized) | Predictive (anticipated) |
Take action with chaser
Increase efficiency by focusing your collection efforts on the most strategic or high-risk profiles.