Boost your cash flow: automated Dolibarr invoice follow-ups
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.
AI Agents
dolibarr
Connector dolibarr · Secure OAuth 2.0
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:
Extended payment delays
Lack of systematic follow-up delays your receivables, directly impacting your working capital.
High administrative burden
Time spent checking Dolibarr and drafting follow-up emails is time lost for higher-value missions.
Client oversight risk
A simple follow-up miss can turn a reliable client into a late payer, complicating commercial relationships.
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
1
STEP 1 : Dolibarr source configuration
Connect your Dolibarr instance to Swiftask via API or Webhooks to allow the agent to read invoice payment statuses.
2
STEP 2 : Defining follow-up scenarios
Set trigger rules: delay after due date, message tone (friendly reminder, formal demand), and communication channels.
3
STEP 3 : AI tone customization
Train your agent with your email templates so it respects your company culture and client relationship.
4
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.
- Target connector: The agent performs the right actions in dolibarr based on event context.
- Automated actions: Automatic follow-up email sending, updating notes in Dolibarr after exchanges, escalation to a human if no response within 7 days, weekly report of unpaid invoices.
- Native governance: All interactions are centralized and tracked for total transparency on the status of your receivables.
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
DSO optimization
Reduce payment delays thanks to reminders sent systematically from the first day of delay.
Preserved client relationship
The AI uses an adapted tone, avoiding unnecessary friction while remaining firm and professional.
Increased productivity
Free your finance teams from manual tracking tasks to focus on financial analysis.
Data governance
Keep a complete trace of every reminder linked directly to your Dolibarr ERP.
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.
- Secure integration: Secure API connection with Dolibarr. No sensitive data is unnecessarily stored.
- Total control: You remain in charge of reminders: validate important emails before sending if necessary.
- GDPR friendly: Respectful management of client personal data in accordance with European requirements.
- Full audit trail: Audit logs available for every action performed on your invoices.
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.