Recover failed Helcim payments automatically
Swiftask detects Helcim transaction failures instantly. Your AI agent takes over to contact customers and secure your revenue.
Result:
Reduce involuntary churn and optimize cash flow without manual effort.
AI Agents
helcim
Connector helcim · Secure OAuth 2.0
Failed payments cost your business money
A failed payment on Helcim is often a lost sale due to lack of proactive follow-up. Accounting teams are overwhelmed by manual reminders, and customers often don't know their payment details are outdated.
Main negative impacts:
Direct revenue loss
Every unrecovered transaction directly impacts your net income and customer retention rate.
Ineffective follow-up processes
Generic emails are often ignored or marked as spam, making manual recovery laborious and inefficient.
Friction in customer experience
A customer who doesn't receive help updating their payment info is likely to turn to a competitor.
Swiftask transforms your Helcim payment failure management. The AI agent identifies failures, analyzes the reason, and triggers a personalized, multi-channel recovery path to maximize success rates.
BEFORE / AFTER
What changes with Swiftask
Manual rejection management
Your accountant checks Helcim failures daily, exports lists, and manually sends follow-up emails. Processing delays are long, and personalization is non-existent.
AI-driven recovery
As soon as a payment fails on Helcim, Swiftask triggers an intelligent workflow. The customer instantly receives a personalized message with a secure link to update their banking info.
4 steps to automate your Helcim recovery
1
STEP 1 : Connect your Helcim account
Integrate your Helcim data with Swiftask via our secure connector. No complex code is needed to sync your transactions.
2
STEP 2 : Define your recovery strategy
Create a dedicated recovery AI agent. Set recovery rules: tone, channels (email, SMS, Teams), and frequency of messages.
3
STEP 3 : Personalize the customer journey
Configure dynamic messages including the amount due and a direct link to the Helcim customer portal for quick updates.
4
STEP 4 : Launch and optimize
Activate the workflow. Track your payment recovery rate in real time and adjust the strategy directly in Swiftask.
Advanced features for your payments
The agent analyzes the reason for failure (insufficient funds, expired card, technical error) to adapt the follow-up message accordingly.
- Target connector: The agent performs the right actions in helcim based on event context.
- Automated actions: Automated personalized email/message sending. Staged reminders based on payment age. Status updates in your CRM. Real-time alerts for your support team.
- Native governance: All recovery actions are logged in Swiftask for transparent accounting management.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-helcim@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 cash flow
Increased recovery rate
Thanks to immediate and targeted reminders, you recover a larger share of your lost revenue.
Operational time savings
Automate repetitive follow-up tasks and free your accounting team for strategic missions.
Preserved customer relationship
Proactive and helpful communication builds trust instead of causing frustration.
Compliance and security
The integration respects the highest security standards, ensuring your customers' data protection.
Performance analysis
Visualize your key recovery metrics to identify recurring causes of failure.
Data security and compliance
Swiftask applies enterprise-grade security standards for your helcim automations.
- Secure authentication: Direct connection to Helcim APIs via secure tokens without storing sensitive data.
- Continuous audit: Every recovery message is archived for your compliance and customer history needs.
- Granular control: You maintain control over sending rules and can pause reminders with one click.
- Robust architecture: A solution designed to support high transaction volumes without latency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your business
| Metric | Before | After |
|---|---|---|
| Follow-up delay | 24 to 48 hours | A few seconds |
| Recovery rate | Low (manual) | Optimized (+25% expected) |
| Management time | Weekly hours | Zero intervention |
| Financial visibility | Fragmented | Centralized dashboard |
Take action with helcim
Reduce involuntary churn and optimize cash flow without manual effort.