Case · Distribution · Veterinary products distributor

The 30 big debtors got called. The 400 small ones added up to more, and nobody called them.

The system takes invoices from the ERP, reminds before the due date and follows up at 3, 10 and 20 days. It escalates to a person only what needs a conversation.

Sample data This case is built with sample data until the client's written permission exists. Real numbers get published with name, period and method.

58 → 39

days to collect

How it was measured Invoices issued March–May against June–August 2026, same type of customer, from invoice date to collection date.

The context

the Litoral region · 20 people · 520 customers · 1,400 invoices a month · one person in administration made 30 calls a day, always to the same customers, from a spreadsheet built by hand from the ERP every Monday.

Integrated with ERP · WhatsApp · email · bank statement.

The capability Collections

  1. 01

    What we found

    ARS 96 million was overdue more than 30 days. 68% of it was in invoices under $400,000, which never made the call sheet because the call wasn't worth it. Many of those customers weren't paying because nobody had sent them the invoice, not because they didn't want to.

  2. 02

    What we built

    The system takes invoices from the ERP. Three days before the due date it sends a WhatsApp reminder with the amount and payment details. If it isn't paid, it follows up at 3, 10 and 20 days, with the invoice attached. It escalates to a person in three cases only: more than ARS 1 million, two messages with no reply, or a broken payment promise. The person decides what to do with those.

    How it works

    How it works Invoices from the ERP The bank statement: what got paid The system Reminds, follows up, escalates Reminds Follows up Escalates To all 520 customers, not just the 30 big ones. WhatsApp reminder with the invoice The 40 cases a month that need a conversation More than ARS 1 million, two messages with no reply, or a broken promise: a person looks at it.
  3. 03

    What happened

    Invoices overdue more than 30 days: from 27% to 12% of the total. Customers followed up: from 30 to 520. The collections person now handles 40 cases a month, the ones that need a conversation, instead of 30 calls a day.

written permission from the client: name, number, period, quote

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