# 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.

## Bring your DSO down. Get cash in faster.