FinanceOps

FinanceOps is a revolutionary AI-first collections platform designed to transform how businesses manage accounts receivable and recover revenue. It replaces traditional, manual follow-up processes and costly collection agencies with autonomous, always-on AI collection agents. These agents operate 24/7, outperforming human teams at a fraction of the cost while maintaining an empathetic, brand-safe approach. The core mission of FinanceOps is to make collections scalable, predictable, and respectful, turning outstanding receivables into reliable cash flow without burning out finance teams or alienating customers.

The platform is built on the principle that empathy and automation can coexist. It addresses the common problem of finance teams spending excessive time and resources chasing low-dollar accounts with minimal returns. FinanceOps automates this entire process, ensuring every account is contacted with personalized, respectful messaging, thereby protecting and even enhancing the company's brand reputation. By analyzing customer behavior and engagement data, the AI can determine the best time, channel, and tone for outreach, significantly increasing the likelihood of payment. More than 40% of payments happen after standard business hours, and FinanceOps' always-on nature ensures these opportunities are never missed.

How to use FinanceOps

Getting started with FinanceOps is designed to be simple and fast, requiring no complex IT integration or lengthy onboarding. The process can be broken down into three straightforward steps:

1. Upload Accounts in Any Format: Users can easily upload their accounts receivable data using common formats like CSV, Excel, or database exports. The platform automatically maps and cleans the data within minutes, eliminating the need for technical setup or IT support.
2. Let AI Handle the Outreach: Once the data is uploaded, the AI-powered collection agents take over. They initiate personalized, multi-channel follow-ups via email, SMS, and voice. The outreach is persistent, precise, and empathetic, engaging every customer 24/7 according to pre-defined, customizable strategies.
3. Get Paid Directly and Fast: Payments are collected directly through the FinanceOps platform. This eliminates middlemen and delays, ensuring faster access to recovered funds. The system also features automated reconciliation, instantly matching payments to invoices, payment plans, and purchase orders, which keeps financial records clean and up-to-date.

Core Features of FinanceOps

• AI Collection Agents: Autonomous agents that work 24/7, handling outreach with human-like empathy and persistence.
• Omnichannel Outreach: Automated, respectful communication across email, SMS, and voice to reach customers on their preferred channels.
• Payment Intelligence & Customer Insights: A powerful engine that analyzes engagement (clicks, opens), predicts payment intent, calculates risk scores, and identifies the best time to contact each customer.
• Automated Reconciliation: Seamlessly matches payments with invoices, purchase orders, and payment plans, simplifying accounting.
• Autopilot & Copilot Modes: 'Autopilot' offers a fully automated, hands-free collections process, while 'Copilot' assists in-house teams with AI-powered tools like live sentiment analysis, call transcripts, and real-time coaching.
• Live Sentiment Analysis: Gauges the emotional tone of customer interactions in real-time to adjust communication strategies and escalate sensitive cases appropriately.
• Seamless Integrations: Effortlessly connects with existing financial stacks, including CRMs, ERPs (like NetSuite, Sage), and billing systems (like QuickBooks, Xero).
• Enterprise-Grade Compliance: Built with a foundation of security and compliance, adhering to standards like SOC 2, HIPAA, and GDPR to ensure every action is secure and auditable.

Use Cases for FinanceOps

FinanceOps is versatile and provides significant value across various industries struggling with accounts receivable management:

• Healthcare: Automating patient balance collections with empathy, reducing the administrative burden on staff so they can focus on patient care. It helps reduce overdue accounts significantly while maintaining positive patient relationships.
• Banks and Credit Unions: Managing delinquent loans and credit card payments at scale, improving recovery rates without the high cost of traditional call centers.
• Small Businesses: Providing a cost-effective solution to recover unpaid invoices, improving cash flow which is critical for SMB survival and growth.
• Utilities & Government: Handling a high volume of low-dollar overdue accounts efficiently, ensuring consistent revenue streams without scaling up personnel.
• Fintech: Offering a scalable, tech-forward solution for managing receivables that aligns with the innovative nature of the fintech industry.

Advantages of FinanceOps

Choosing FinanceOps provides businesses with a competitive edge in financial operations. Key advantages include:

• Predictable Cash Flow: AI-driven, real-time outreach improves engagement and recovery rates, allowing for more accurate financial forecasting.
• Reduced Days Sales Outstanding (DSO): The platform can lower DSO by up to 40%, unlocking cash that is tied up in receivables.
• Massive Scalability: Businesses can reach millions of accounts in parallel with consistent, intelligent touchpoints without increasing operational overhead or hiring more staff.
• Cost-Effectiveness: The 'pay-only-when-we-recover' model eliminates upfront costs and risk, making it a financially sound choice.
• Brand Protection: The empathetic, respectful communication approach ensures that customer relationships are not damaged during the collections process.

Pricing and Plans

FinanceOps offers a transparent, performance-based pricing model with no upfront costs or hidden fees. You only pay when revenue is successfully recovered.

• Autopilot Plan: Priced at 1.50% of collections for accounts that are 0-30 days past due. This plan is ideal for teams that want a fully automated, hands-off collections solution. It includes all core AI features, invoice management, payment processing, and reporting.
• Copilot Plan: This plan requires contacting the sales team for a custom quote (Contact Sales). It is designed for businesses with an in-house collections team and includes all Autopilot features plus advanced tools like team management, VoIP calls, AI agent assistance, workflow builders, and live coaching for agents.

You can sign up for free without a credit card to get started.