Pricing

Preventive invoice tracking: Automate with Swiftask and Chaser

Swiftask syncs your AI agents with Chaser to anticipate payment delays. Maintain a healthy cash flow with intelligent, preventive reminders.

Result:

Reduce your DSO and improve client relationships through seamless accounts receivable automation.

The risks of manual invoice tracking

Waiting for an invoice due date to act is a strategic mistake. Manual tracking is often fragmented, leading to missed opportunities and payment delays that weaken your cash flow.

Main negative impacts:

Cash flow degradation: Lack of preventive tracking increases your DSO (Days Sales Outstanding), directly impacting your working capital.
High administrative burden: Manual reminder management consumes valuable time that your finance teams should spend on analysis and strategy.
Strained client relationships: Late or poorly targeted reminders can be perceived as aggressive, damaging the quality of your business relationships.

Swiftask and Chaser transform your approach. Our AI agents analyze your billing data and trigger targeted preventive actions before the invoice even becomes due.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask + Chaser

Your accountant manually checks due dates in Excel. Reminders are sent after the deadline, often in batches. Tracking is reactive, never proactive, and frustrated clients pile up.

With Swiftask + Chaser

Your AI agent monitors due dates in real time. It sends personalized and polite reminders via Chaser before the due date. Payment is anticipated, cash flow is secured.

4 steps to automate your tracking

STEP 1 : Connect Chaser to Swiftask

Link your Chaser account to our AI platform in a few clicks via our secure interface.

STEP 2 : Define your tracking rules

Configure reminder scenarios: timing, tone, and client segmentation criteria.

STEP 3 : Activate the tracking AI agent

The agent analyzes incoming invoices and schedules preventive actions automatically.

STEP 4 : Monitor your metrics

Track DSO trends and reminder effectiveness directly in the dashboard.

AI automation capabilities

The agent evaluates payment history, client profiles, and contractual terms to adjust every preventive message.

Target connector: The agent performs the right actions in chaser based on event context.
Automated actions: Automatic email reminder sending, status updates in Chaser, priority alerts for strategic accounts, dynamic content personalization.
Native governance: All activity is logged for full compliance with your financial processes.

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.

Benefits for your Finance team

1. Reduced DSO

Anticipate payments to free up your cash flow faster.

2. Increased efficiency

Eliminate repetitive tasks related to payment tracking.

3. Better client experience

Proactive, cordial reminders that are always adapted to the client's context.

4. Total visibility

Track every interaction and anticipate non-payment risks.

5. No-Code adaptability

Adjust your collection strategies in real time without IT help.

Financial security and compliance

Swiftask applies enterprise-grade security standards for your chaser automations.

Data encryption: All connections between Swiftask and Chaser are secured via TLS encryption.
Access management: Granular control of access rights to ensure the integrity of your financial data.
Full audit trail: Every agent action is logged for financial audit requirements.
Technological independence: Flexible architecture that adapts to your tools without excessive dependency.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your performance

Metric	Before	After
Average DSO	45+ days	30 days or less
Reminder time	Several hours/week	0 (fully automated)
Payment rate	Variable	Optimized and predictable
Tracking errors	Frequent	Near-zero

Take action with chaser

Reduce your DSO and improve client relationships through seamless accounts receivable automation.

Resolve customer disputes faster with Swiftask and Chaser

Next use case