Boost your cash flow with AI-powered client reminders in Invoiced
Swiftask connects your AI agents to Invoiced. Your reminders become personalized, relevant, and sent at the optimal moment to maximize payment rates.
Result:
Dramatically reduce your Days Sales Outstanding (DSO) without increasing your finance team's workload.
AI Agents
invoiced
Connector invoiced · Secure OAuth 2.0
Your payment reminders lack relevance
Generic reminders sent at fixed intervals are often ignored or perceived as cold and impersonal. Without context-aware analysis, you risk damaging client relationships while struggling to collect payments.
Main negative impacts:
Extended payment delays
Poorly targeted reminders fail to trigger immediate action. Unpaid invoices pile up, directly impacting your working capital.
Strained client relationships
Pestering loyal clients with cold, automated emails can hurt your long-term business relationship.
Finance team burnout
Manually handling disputes or questions resulting from automated reminders keeps your team away from strategic finance tasks.
Swiftask transforms your Invoiced processes. Our AI agents analyze payment behavior, history, and client profiles to tailor the tone and timing of every reminder, ensuring a much higher conversion rate.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
The system sends a standard email at D+15, D+30, D+45. The client, who already has a pending dispute or is awaiting internal approval, receives an aggressive message. The finance team must manually intervene to cancel the reminder, wasting valuable time.
With Swiftask + Invoiced
The AI agent detects an open dispute on the invoice. It adjusts the message to be empathetic and offer a solution, or waits for the dispute to be resolved before sending a reminder. The client feels heard, and payment is streamlined.
Deploy your intelligent reminders in 4 steps
1
STEP 1 : Connect Invoiced to your Swiftask agent
Authorize Swiftask to access your Invoiced billing data via a secure API connection.
2
STEP 2 : Define personalization rules
Set the criteria for the agent's adjustments: history, amount, industry, or presence of disputes.
3
STEP 3 : Configure communication channels
Choose your reminder channels: email, instant messaging, or even notifications within a dedicated customer portal.
4
STEP 4 : Monitor the AI in real time
View AI interactions, approve critical messages, and adjust recovery strategies from your dashboard.
Analysis capabilities of your AI reminders
The agent examines exchange history, past payment delays, the client's financial health, and notes from your sales team.
- Target connector: The agent performs the right actions in invoiced based on event context.
- Automated actions: Dynamic tone customization (formal, friendly, urgent). Conditional triggering based on external events. Sentiment analysis of client responses. Automatic human escalation for complex disputes.
- Native governance: Every action is logged in both Invoiced and Swiftask, ensuring perfect data synchronization.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-invoiced@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 finance department
DSO reduction
More effective reminders mechanically accelerate cash collection.
Premium client experience
Personalization builds trust instead of challenging it.
Productivity gains
Automate 90% of friendly collection, freeing time for complex cases.
Compliance and audit
Full traceability of every reminder sent and the associated response.
Instant adaptability
Change your recovery strategy in a few clicks without touching any code.
Billing data security
Swiftask applies enterprise-grade security standards for your invoiced automations.
- Data encryption: All data transit between Invoiced and Swiftask is encrypted to banking standards.
- Strict access control: Granular role management ensures only authorized profiles access financial data.
- Guaranteed confidentiality: Swiftask does not store your financial data beyond what is necessary for processing.
- GDPR compliance: Data processing is compliant with European requirements for customer data protection.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your cash flow
| Metric | Before | After |
|---|---|---|
| Average collection period | 45+ days | Under 30 days |
| Client response rate | Low (generic) | High (personalized) |
| Manual management time | 10h / week | 1h / week (supervision) |
| Unpaid rate | Variable | Significant reduction |
Take action with invoiced
Dramatically reduce your Days Sales Outstanding (DSO) without increasing your finance team's workload.