Automate your Quipu invoice dunning with AI
Swiftask monitors your Quipu invoices. As soon as a payment is overdue, your AI agent generates and sends a personalized reminder to each client.
Result:
Improve your cash flow and free your finance team from repetitive collection tasks.
AI Agents
quipu
Connector quipu · Secure OAuth 2.0
Manual invoice follow-up is costly
Managing outstanding invoices is often deprioritized due to time constraints. Forgotten invoices pile up, hurting your working capital and adding administrative burden to your finance teams.
Main negative impacts:
Cash flow deterioration
Every day of delay directly impacts your financial health. Lack of systematic follow-up delays critical payments.
Time-consuming dunning process
Identifying overdue invoices, writing emails, checking status in Quipu: a manual process that drains your best talents.
Relationship risk
Late or ill-suited reminders can damage client relationships. Personalization is hard to maintain at scale.
Swiftask connects to Quipu to automate your collection cycle. Your AI agent detects delays, analyzes the context, and initiates reminders at the optimal time with perfect precision.
BEFORE / AFTER
What changes with Swiftask
Traditional management
A bookkeeper extracts a Quipu report weekly, filters overdue invoices, manually drafts reminder emails, and waits for a response. If a payment is made in the meantime, the risk of sending an erroneous reminder is high.
Swiftask intelligent collection
Your AI agent monitors Quipu in real-time. As soon as the deadline is passed, it verifies status, personalizes the tone of the reminder based on client history, and sends it automatically. No human action required.
Set up your Quipu alerts in 4 steps
1
STEP 1 : Initialize your collection agent
Create a dedicated agent in Swiftask and define dunning rules (delays, message tone, communication channels).
2
STEP 2 : Sync your Quipu account
Connect Quipu to Swiftask to allow the agent access to billing and payment data securely.
3
STEP 3 : Configure reminder scenarios
Define triggers: D+1, D+7, D+30. The agent automatically adapts content based on the age of the delay.
4
STEP 4 : Activate monitoring and audit
Launch the automation. View every reminder sent in your Swiftask dashboard and track your cash flow improvement.
Capabilities of your Quipu agent
The agent analyzes invoice amounts, payment history, and due dates to adjust the frequency and tone of messages.
- Target connector: The agent performs the right actions in quipu based on event context.
- Automated actions: Sending personalized reminder emails, updating notes in Quipu after each action, internal alerts to sales teams for critical delays, generating collection performance reports.
- Native governance: All communications are centralized and traceable to ensure full compliance with your financial processes.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-quipu@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.
Operational benefits of AI collection
DSO optimization
Drastically reduce payment delays through immediate reactivity from day one of the delay.
Personalized reminders
The AI adapts the message to the client, improving response rates while preserving commercial relationships.
No accounting oversights
Automation ensures no outstanding invoice slips through the cracks.
Increased productivity
Your finance teams focus on analysis and resolving complex disputes rather than writing emails.
Full transparency
Benefit from a complete history of every interaction related to an invoice directly in Swiftask.
Security and compliance
Swiftask applies enterprise-grade security standards for your quipu automations.
- Secure Quipu integration: Use of encrypted API keys to ensure the integrity of your accounting data.
- Granular control: You retain full control over dunning rules and can pause automation with a single click.
- Financial audit: Every agent action is timestamped to facilitate your internal audits.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your financial metrics
| Metric | Before | After |
|---|---|---|
| Days Sales Outstanding (DSO) | 30-45 days | 20% reduction on average |
| Dunning management time | Several hours per week | 0 (fully automated) |
| Success rate of reminders | Variable | Optimized via personalization |
Take action with quipu
Improve your cash flow and free your finance team from repetitive collection tasks.