Swiftask connects your AI agents to Fakturoid to identify and follow up on late invoices automatically. Secure your cash flow without manual management.
Resultat:
Drastically reduce your Days Sales Outstanding (DSO) and free up your time for high-value activities.
Manual overdue invoice management slows your growth
Tracking overdue invoices is a time-consuming task that is often neglected. Manually checking Fakturoid, drafting follow-up emails, and tracking responses takes time your teams should spend on business development.
Les principaux impacts négatifs :
Swiftask automates your Fakturoid invoice tracking. Your AI agent detects delays, sends personalized follow-ups, and updates statuses, ensuring smooth and professional collection.
AVANT / APRÈS
Ce qui change avec Swiftask
Without Swiftask
Your accountant opens Fakturoid every week, filters late invoices, manually drafts each email, and waits for a reply. If an invoice is missed, the payment delay grows, impacting your cash flow.
With Swiftask + Fakturoid
As soon as an invoice passes its due date in Fakturoid, your AI agent takes over. It generates and sends a follow-up adapted to the client, while notifying your team. Your cash flow is tracked in real time.
Setting up your follow-up agent in 4 steps
ÉTAPE 1 : Define the agent
Create an AI agent in Swiftask dedicated to collection. Configure the tone and level of personalization for messages.
ÉTAPE 2 : Connect to Fakturoid
Connect Swiftask to your Fakturoid account via API. The agent accesses your invoice statuses securely.
ÉTAPE 3 : Configure rules
Define triggers: delay before first follow-up, frequency of reminders, and escalation conditions.
ÉTAPE 4 : Supervise and track
Activate automation. Consult the Swiftask dashboard to track sent reminders and received payments.
Capabilities of your collection agent
The agent analyzes Fakturoid data daily: due date, client history, amount, and payment status.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-fakturoid@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.
À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.
Operational benefits of AI collection
1. Cash flow optimization
Reminders sent systematically from the first day of delay accelerate your collections.
2. Reduction of administrative time
Eliminate repetitive manual follow-up tasks and focus your teams on strategy.
3. Preserved client relationships
Professional and personalized reminders maintain a rigorous brand image without being aggressive.
4. Centralized visibility
Track the status of your reminders directly in the Swiftask dashboard, synchronized with Fakturoid.
5. Effortless scalability
Whether you have 10 or 1000 invoices, the AI agent handles the volume without any additional workload.
Security and data privacy
Swiftask applique des standards de sécurité enterprise pour vos automatisations fakturoid.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Impact on your financial performance
| Métrique | Avant | Après |
|---|---|---|
| Average payment delay | Several weeks | 30% reduction on average |
| Time spent on collection | Several hours per week | Under 10 minutes (supervision) |
| Rate of missed reminders | Variable | 0% |
| Operational cost | High (human time) | Optimized (automation) |
Passez à l'action avec fakturoid
Drastically reduce your Days Sales Outstanding (DSO) and free up your time for high-value activities.