Blocks | Your Business, Running on AI
Get paid faster. Bring your DSO down.
Daniel, your AI collections agent, chases every invoice until it is paid, so nothing sits overdue.
- Every invoice followed from issued to paid.
- Reminders tailored to each customer, sent on time.
- Disputes settled early, cash flow kept steady.
Collected today
$14,000
| Client | Status | Amount |
|---|---|---|
| Halstead Supply | Paid | $9,800 |
| Summit Hardware | Paid | $4,200 |
| Vanguard Trade | 21d overdue | $6,400 |
| Crestview Supply | 5d overdue | $2,650 |
Enterprise-grade security & compliance
Runs on your core tools
+ more
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
Medera/Collections
Synced to
Accounts receivable
Collected
$42,300
Overdue invoices 3 open
| Client | Invoice | Amount | Status |
|---|---|---|---|
| Cedar Dental Group | INV-2043 | $18,900 | Paid |
| Northgate Clinic | INV-1988 | $23,400 | Overdue 12d |
| Brightside Pediatrics | INV-2077 | $29,100 | Overdue 9d |
| Harbor Medical | INV-2101 | $12,600 | Overdue 3d |
| Vaughn Orthodontics | INV-2119 | $8,750 | Overdue 5d |
Receivables
Open balance
$50,450
DSO 38 days · -6 vs last qtr
Overdue aging
1–30 days 52%
31–60 days 28%
61–90 days 14%
90+ days 6%
Meet your AI Revenue & Operations workforce
We sit on top of your ERP and deploy AI agents that execute your daily operations end to end. Demand grows. Your team doesn't have to.
Nina
Order Intake
- Takes orders by phone, email, chat, and WhatsApp
- Captures every order in your ERP without a single keystroke
- Reads POs and attachments straight from the inbox
Morgan
Quotes
- Creates accurate, margin-aware quotes in seconds
- Prices every line from your live ERP data
- Follows up on every open quote until it closes
Mike
Lead Generation
- Finds new buyers that match your best customers
- Reaches out and turns interest into real conversations
- Fills your pipeline with sales-ready leads
Maya
Growth Opportunities
- Spots the big project behind a small order and flags it to your rep
- Reaches out first when customers are due to reorder or go quiet
- Preps your reps for every meeting and hands them new business ready to close
Ryan
Support
- Answers customer questions across email, chat, and phone
- Resolves disputes by pulling order, shipment, and invoice context
- Flags delays and keeps customers informed before they ask
Daniel
Collections
- Watches every invoice from issued to paid
- Sends relationship-aware reminders that match each customer's history
- Reconciles partial payments and short-pays automatically
Ron
Procurement
- Follows every purchase order from creation to delivery
- Tracks shipments and communicates with suppliers in their language and time zone
- Detects delays days before they hit production
Eva
Accounts Payable
- Performs three-way match across PO, receipt, and invoice automatically
- Flags discrepancies and routes them for resolution
- Handles supplier disputes end to end
Leo
Product Expert
- Answers specs, compatibility, and lead times in seconds, with the source attached
- Names a valid equivalent when the first choice isn't available
- Adds the parts the job needs before the order closes
Eryn
Analyst
- Answers from all of your data at once: ERP, email, CRM, spreadsheets, and Blocks apps
- Comes back with the number, the trend against your target, and what is driving it
- Runs analytics across every other agent and connects the dots, customer by customer
We map, build, and deploy. You stay in control.
From first call to live agent in under 30 days.
01
Discovery & Use Case Scoping
We map your AR ledger and aging and identify where cash is stuck.
02
Guided implementation
A dedicated Solution Engineer connects Blocks, configures Daniel, and tests with your team.
03
Live Monitoring & Iteration
We track DSO and collected against agreed KPIs and iterate fast.
04
Expand Across the Back Office
Once one agent is proven, expanding to the next process takes days.
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.