Swiftask syncs with your Dolibarr data to identify overdue invoices and trigger personalized AI-powered follow-ups, with zero manual effort.
Result:
Drastically reduce payment delays and free up your administrative time.
Manual collection: a bottleneck for your growth
Tracking unpaid invoices in Dolibarr is often neglected due to lack of time. Manual management leads to oversights, payment delays, and weakened cash flow.
Main negative impacts:
With Swiftask, connect your Dolibarr data to an AI agent. It automatically detects overdue invoices, adapts the tone of the follow-up based on the client profile, and sends reminders at the optimal time.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
You must manually extract the list of unpaid invoices from Dolibarr, check due dates, draft each follow-up email individually, and update the status in your ERP. It is a repetitive, error-prone, and time-consuming task.
With Swiftask + Dolibarr
Your AI agent monitors Dolibarr in real time. As soon as an invoice exceeds its due date, the agent generates and sends a personalized reminder, logs the action in your CRM, and notifies you only if a specific response requires your intervention.
Deploying your collection agent in 4 steps
STEP 1 : Dolibarr source configuration
Connect your Dolibarr instance to Swiftask via API or Webhooks to allow the agent to read invoice payment statuses.
STEP 2 : Defining follow-up scenarios
Set trigger rules: delay after due date, message tone (friendly reminder, formal demand), and communication channels.
STEP 3 : AI tone customization
Train your agent with your email templates so it respects your company culture and client relationship.
STEP 4 : Active automation
Activate the workflow. The agent now handles unpaid invoices automatically, ensuring constant and professional follow-up.
Advanced features for your invoices
The agent analyzes client history in Dolibarr, invoice amount, and past behavior to adjust the urgency and tone of each reminder.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-dolibarr@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 automate your collections
1. DSO optimization
Reduce payment delays thanks to reminders sent systematically from the first day of delay.
2. Preserved client relationship
The AI uses an adapted tone, avoiding unnecessary friction while remaining firm and professional.
3. Increased productivity
Free your finance teams from manual tracking tasks to focus on financial analysis.
4. Data governance
Keep a complete trace of every reminder linked directly to your Dolibarr ERP.
5. No-code adaptability
Modify your follow-up strategies in a few clicks without a single line of code.
Data security and compliance
Swiftask applies enterprise-grade security standards for your dolibarr automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Improve your financial performance
| Metric | Before | After |
|---|---|---|
| Average collection delay | 30+ days | 15 days |
| Administrative time | 5h/week | 0h/week |
| Response rate | Low (oversight) | High (systematic) |
| Human errors | Frequent | 0% |
Take action with dolibarr
Drastically reduce payment delays and free up your administrative time.