# Every invoice, _followed until it's paid._

Daniel, your AI collections agent, keeps every account moving without straining the relationship.

- Every invoice followed from issued to paid.
- Reminders tailored to each customer, sent on time.
- Disputes settled early, cash flow kept steady.

Collected today Live

$14,650

Halstead Supply INV-2043 · $9,800 Paid  
Summit Hardware INV-2039 · $3,150 Paid  
Vanguard Trade INV-2027 · $1,700 Paid

Nudged each account — relationship-aware, on time.

## Runs on the core systems you already have.

Daniel sits on top of your existing stack, no rip-and-replace, reading and writing your AR ledger, invoices, and payments.

any system you already run

## Collections done right, customer by customer

Each account gets the follow-up it actually needs.

- Outreach adjusted to how each account pays
- Escalations raised at exactly the right moment
- Partial payments and short-pays reconciled automatically

Collected today

$9,800

Daniel

Collections

Halstead Supply Paid

$9,800

Summit Hardware 8d overdue

$4,200

Vanguard Trade 21d overdue

$6,400

Crestview Supply 5d overdue

$2,650

Every invoice and its status in one live view, synced to your core systems.

#### Receivables

6

Invoice Account Balance Status

Halstead Supply Reminder sent · Net 30 · Daniel · just now $9,800 Paid  
INV-2039 Summit Hardware Gentle nudge · 2m ago $3,150 Paid  
INV-2027 Vanguard Trade Follow-up call booked · 18m ago $1,700 Promised  
INV-2018 Ironline Builders Second reminder · 1h ago $6,240 Overdue  
INV-2011 Crestview Depot Paid in full · 3h ago $2,145 Paid  
INV-2004 Bayline Tools Escalation drafted · Yesterday $12,300 Overdue

## Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

- Role-based permissions & SSO
- Enterprise SSO and 2FA with granular, role-based access control for every team member.
- Per-agent guardrails
- Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.
- Budget & Spend management
- Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.
- Full version control
- Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.
- SOC 2 Type II
- Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.
- API access & Multi-tenancy
- Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.