Swiftask integrates with Chaser to transform your follow-ups. Your AI agents analyze customer context and send personalized follow-up messages at the perfect time.
Result:
Reduce payment delays and free up your accounting time with intelligent, human-like automation.
The follow-up dilemma: manual vs impersonal
Managing unpaid invoices is often a trade-off: either you follow up manually, which is time-consuming, or you use generic tools that ignore the customer relationship. This lack of personalization degrades the customer experience and slows down invoice settlement.
Main negative impacts:
Swiftask complements Chaser by adding an artificial intelligence layer. Your agent analyzes the customer's history and tone to generate tailored, respectful, and effective follow-ups.
BEFORE / AFTER
What changes with Swiftask
Classic follow-up
Your accounting team spends hours every week checking accounts in Chaser. They send follow-up emails based on fixed templates, without considering recent exchanges or the specificities of each customer.
Follow-up with Swiftask + Chaser
The Swiftask AI agent analyzes the situation in Chaser. If a customer has already promised payment or has an ongoing dispute, the agent adjusts the tone and content of the follow-up. Messages are sent automatically with the right approach.
Implementing your AI follow-ups in 4 phases
STEP 1 : Swiftask agent configuration
Define your AI agent's parameters in Swiftask, specifying your tone of voice and management rules for unpaid invoices.
STEP 2 : Connecting to your Chaser account
Activate the Chaser connector to allow Swiftask to securely access billing data and communication history.
STEP 3 : Defining follow-up scenarios
Configure triggers (e.g., unpaid invoice at D+5) and let the AI generate the follow-up message based on the context.
STEP 4 : Validation and automation
Review the AI's suggestions, then enable automatic sending to streamline your cash flow cycle.
Intelligent capabilities for your follow-ups
The agent examines the amount due, the delay, past interactions recorded in Chaser, and the customer's business sector to personalize each message.
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.
Operational benefits of AI coupling
1. Improved DSO
More relevant follow-ups lead to faster payments from your customers.
2. Preserved customer relationship
The right tone is used at every stage, strengthening trust even in collection situations.
3. Massive productivity gain
Automate 90% of manual follow-up tasks without sacrificing exchange quality.
4. Total adaptability
Adjust your follow-up strategies in a few clicks with no code required.
5. Compliance and traceability
Every message sent is documented, facilitating internal audits and dispute management.
Security and accounting rigor
Swiftask applies enterprise-grade security standards for your chaser automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your financial performance
| Metric | Before | After |
|---|---|---|
| Average payment delay | 35 days | 22 days |
| Time dedicated to collections | 10h / week | 1h / week |
| Customer response rate | Low (generic) | High (personalized) |
| Customer satisfaction | Neutral/Negative | Positive |
Take action with chaser
Reduce payment delays and free up your accounting time with intelligent, human-like automation.