Master your payment cycles with Cheddar and AI
Swiftask connects your AI agents to Cheddar to automate every step of your payment cycle. Accelerate collections without extra effort.
Result:
Secure your cash flow by removing manual bottlenecks in your billing processes.
AI Agents
cheddar
Connector cheddar · Secure OAuth 2.0
Payment complexity stalls your growth
Manually managing payment cycles in Cheddar is a constant source of friction. Between entry errors, delayed follow-ups, and fragmented tracking, your finance team loses valuable time on low-value tasks.
Main negative impacts:
Collection delays
Payment windows extend due to the lack of automated, real-time, and personalized follow-ups.
Operational errors
Manual handling of subscriptions and invoices significantly increases the risk of human error.
Lack of financial visibility
Without automation, forecasting cash flow and analyzing payment performance becomes difficult.
Swiftask automates your Cheddar workflows. Your AI agents oversee the payment cycle, trigger necessary actions, and ensure rigorous tracking, freeing your teams for strategic analysis.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
Your team manually checks for failed payments in Cheddar, sends generic follow-up emails, and updates statuses in your CRM. It's slow, error-prone, and costly.
Swiftask + Cheddar automation
As soon as a payment fails, the AI agent analyzes the reason, personalizes a reminder based on the client profile, and updates your CRM. The cycle is optimized without human intervention.
Deploy your payment agent in 4 steps
1
STEP 1 : Initialize your agent
Create a dedicated agent in Swiftask configured to interact with billing APIs.
2
STEP 2 : Link your Cheddar account
Securely connect Cheddar to allow the agent to read and write payment data.
3
STEP 3 : Set your business rules
Configure reminder thresholds and conditions for invoice automation.
4
STEP 4 : Launch the orchestration
Activate the agent to monitor and act on your payment cycles continuously.
Financial automation capabilities
The agent analyzes transaction data, payment history, and subscription statuses in real time.
- Target connector: The agent performs the right actions in cheddar based on event context.
- Automated actions: Automated email reminders, subscription status updates, performance reporting, proactive risk detection for unpaid invoices.
- Native governance: All action logs are centralized to ensure a complete and compliant audit trail.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-cheddar@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 finance teams
DSO reduction
Significantly decrease your payment lead times through increased reactivity.
Data reliability
Eliminate manual entry errors in your billing records.
Cost reduction
Optimize your finance team's time for high-value strategic tasks.
Improved customer experience
Provide personalized and relevant reminders rather than generic messages.
Scalability
Handle thousands of additional transactions without increasing headcount.
Financial data security
Swiftask applies enterprise-grade security standards for your cheddar automations.
- End-to-end encryption: Your data transiting between Swiftask and Cheddar is protected by the strictest standards.
- Granular control: Precisely define the access rights of each agent to your financial data.
- GDPR compliance: All our processes ensure full compliance with current regulations.
- Auditability: Every decision made by the AI is logged for total transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on key metrics
| Metric | Before | After |
|---|---|---|
| Average payment lead time | 30+ days | 15 days |
| Error rate | 5-10% | < 0.1% |
| Management time | 10h/week | 1h/week |
Take action with cheddar
Secure your cash flow by removing manual bottlenecks in your billing processes.