An AI collections agent for Business Central does the preparation work of accounts receivable, so your collectors can spend their time on the conversations that need judgment. Here is how ours works, and why your team stays in control.
Why collections work needs an AI collections agent for Business Central
Someone has to work out who is overdue, what to say to each customer, whether they are already in a dispute, and whether they promised to pay last week. Then read the replies and file them. It takes hours, and one tone-deaf reminder to the wrong customer can cost more than it recovers.
A day with the Collections Agent
- Morning review: the agent looks at every customer with overdue invoices and picks those that qualify under your collection policy.
- Drafts with reasons: for each customer it drafts a reminder and records why it chose that step. Where a reminder is not right, it raises an escalation instead.
- You approve: a collector reads each draft in Collection Review, edits it if needed, then approves or rejects. Only approved reminders are sent.
- Replies are read: every hour the agent reads the mailbox and sorts replies into promises to pay, disputes, remittance notices, copy requests or notes. Anything unclear is left for a person.
- Promises are watched: a nightly job checks promises to pay and escalates the ones that were broken.
Guardrails for an AI collections agent in Business Central
These rules are enforced by Microsoft Dynamics 365 Business Central, not left to the AI:
- You set the autonomy: choose draft only, approval required, or automatic sending for low-risk reminders.
- Off-limits stays off-limits: excluded customers, customers with an open dispute and customers in a do-not-contact period are never contacted.
- Only approvers approve: the agent runs with limited rights and never replies to a customer itself.
- Everything is logged: every draft, skipped customer, sent email and error is recorded in the Agent Log.
Start with a pilot
The Collections Agent is offered through our pilot program. We set it up with you, measure accuracy and time saved over 30 days, and tune it before you rely on it. Read the full details on the Business Central Collections Agent page, see our other AI agents for Business Central, or book a free call and we will tell you honestly whether it fits how you collect today.
