Secure your cash flow: automate payment follow-ups with Chaser and Swiftask
Swiftask integrates with Chaser to orchestrate your payment follow-up process. Send the right reminders, at the right time, to every customer — without manual effort.
Result:
Drastically reduce your Days Sales Outstanding (DSO) and free up your finance team.
AI Agents
chaser
Connector chaser · Secure OAuth 2.0
Manual payment follow-ups are a financial drain
Managing late payments manually is inefficient. Between forgotten emails, awkward phone calls, and lack of tracking, your cash flow suffers. Finance teams lose valuable time on repetitive tasks instead of focusing on analysis and strategy.
Main negative impacts:
Working capital deterioration
Each day of payment delay directly impacts your available cash and investment capacity.
High administrative burden
Writing and sending personalized reminders manually consumes hours of work every week.
Strained customer relationships
A lack of rigor in follow-up can be perceived as unprofessional, while clumsy reminders can damage business relationships.
By combining Swiftask and Chaser, you automate your follow-up sequences. The AI personalizes every message based on the customer's payment behavior, ensuring optimal efficiency while preserving the business relationship.
BEFORE / AFTER
What changes with Swiftask
Traditional collection management
A team member manually checks overdue invoices in the accounting software. They write each email individually, try to find past correspondence, and hope for a reply. Follow-ups are often irregular and lack precision.
Intelligent follow-up with Chaser + Swiftask
As soon as an invoice is due or past due, the AI agent triggers a follow-up sequence via Chaser. The message is personalized, includes all attachments, and respects your brand voice. Follow-up is continuous, with zero human intervention required.
4 steps to automate your payment reminders
1
STEP 1 : Connect Chaser to your Swiftask workspace
Activate the Chaser connector in a few clicks. Swiftask syncs with your billing data securely.
2
STEP 2 : Define your follow-up scenarios
Configure business rules: frequency of reminders, tone used, and trigger conditions based on the customer profile.
3
STEP 3 : Let the AI handle execution
The agent analyzes incoming payments in real time and adjusts reminders accordingly. If a payment is received, the reminder is automatically stopped.
4
STEP 4 : Monitor via the dashboard
Visualize the status of your collections, sent messages, and customer responses from a single interface.
AI capabilities for your payment follow-ups
Your agent analyzes customer payment history, invoice amount, and delay duration to adapt the relevance and urgency of each reminder.
- Target connector: The agent performs the right actions in chaser based on event context.
- Automated actions: Dynamic personalization of reminder emails. Multi-channel reminder management. Automatic sequence stopping upon payment detection. Analysis of delay reasons. Automated reports on DSO evolution.
- Native governance: All actions are logged for a full audit trail and complete transparency with your accounting department.
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.
Strategic benefits for your business
Cash flow optimization
Significant reduction in DSO thanks to systematic and timely reminders.
Increased productivity
Your finance teams focus on complex dispute management rather than standard follow-ups.
Communication consistency
Maintain a professional image with consistent reminders, regardless of invoice volume.
Personalization at scale
Each customer receives a tailored message, increasing the likelihood of prompt payment.
Compliance and traceability
Full history of every interaction for complete transparency with auditors.
Financial security and compliance
Swiftask applies enterprise-grade security standards for your chaser automations.
- Financial data protection: Encrypted connections compliant with GDPR standards for processing your billing data.
- Granular access control: Precise management of access rights to your collection agents within Swiftask.
- Full action audit: Every reminder email is archived, timestamped, and linked to the corresponding invoice.
- Process integrity: Automation ensures strict adherence to your collection procedures, without human error.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your performance
| Metric | Before | After |
|---|---|---|
| Days Sales Outstanding (DSO) | Slow and manual reduction | Fast and measurable improvement |
| Time spent on follow-ups | Several days per month | Minutes of supervision |
| Customer response rate | Variable and unpredictable | Optimized through relevance |
| Risk of oversight | High (human error) | Zero (automated) |
Take action with chaser
Drastically reduce your Days Sales Outstanding (DSO) and free up your finance team.