Swiftask automatically detects overdue invoices in sevDesk and triggers personalized follow-up actions via your AI agents.
Result:
Improve cash flow and free your accounting team from repetitive manual follow-up tasks.
Manual overdue invoice management is costly
Manually tracking every overdue invoice in sevDesk is time-consuming and prone to errors. Missing a follow-up directly impacts your cash flow and can damage client relationships due to inconsistent communication.
Main negative impacts:
Swiftask connects your AI agents to your sevDesk account. As soon as an invoice passes its due date, the agent steps in to alert teams or contact the client, based on your business rules.
BEFORE / AFTER
What changes with Swiftask
Manual management with sevDesk
An accountant checks payment statuses in sevDesk daily. They manually note delays, draft reminders one by one, and update records. It's a repetitive task that leaves little room for financial analysis.
Automation with Swiftask
The AI agent monitors invoices in sevDesk in real time. At due date + 1 day, it identifies the overdue payment, generates a tailored reminder for the client, and sends it automatically. Your team only intervenes for complex cases.
Set up your alerts in 4 steps
STEP 1 : Connect your sevDesk account
Securely integrate sevDesk into Swiftask to allow your agents to access billing data.
STEP 2 : Define your follow-up rules
Configure trigger conditions: delay period, client type, or minimum amount.
STEP 3 : Customize the alert content
The AI drafts empathetic and professional reminders, based on your templates and client context.
STEP 4 : Activate the automated workflow
The agent monitors, alerts, and logs every action directly in your dashboard's activity log.
Intelligent capabilities for your receivables
The agent analyzes the client's payment history, due date, and associated notes in sevDesk to adjust the tone of the reminder.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-sevdesk@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
1. Cash flow optimization
Drastically reduce payment delays thanks to immediate reactivity.
2. Increased accounting efficiency
Eliminate manual follow-up tasks and focus on dispute management.
3. Intelligent personalization
Reminders tailored to each client profile to maintain good relationships.
4. Full visibility
Track the status of your reminders through a single, centralized dashboard.
5. Compliance and traceability
Every message sent is logged to facilitate your accounting audit.
Accounting data security
Swiftask applies enterprise-grade security standards for your sevdesk automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your financial performance
| Metric | Before | After |
|---|---|---|
| Average payment delay | 30-45 days | 15-20 days |
| Follow-up management time | 5h/week | 0h/week |
| Missed reminder rate | High | Zero |
Take action with sevdesk
Improve cash flow and free your accounting team from repetitive manual follow-up tasks.