Collection Co-pilot

What if 70% of your collections happened automatically—without human chasing?

Explore our AI agents—prioritization, dunning, follow-ups, dispute management, and ERP updates—turning outstanding receivables into collected cash automatically.

Collections Co-Pilot

THE PROBLEM

Collections teams struggle with high DSO driven by manual, fragmented, and labor-intensive follow-ups, delayed dispute resolution, and limited visibility. This results in poor cash-flow forecasting and customer dissatisfaction, despite significant effort from finance teams.

Stressed accountant buried under stacks of invoices, illustrating the daily struggle of manual work without Hyperbots invoice processing software

Higher Days Sales Outstanding

Customer dissatisfaction

Manual and fragmented follow-ups

Poor cash-flow forecasting

Delays in dispute resolution

Labor-intensive collection processes

Vendor co-pilot validates vendor identity, offers live PO tracking, & finds cost savings
Vendor co-pilot validates vendor identity, offers live PO tracking, & finds cost savings

THE SOLUTION

Hyperbots Collections Co-Pilot autonomously orchestrates the entire collections lifecycle, using finance-trained AI agents for dynamic prioritization, dunning, follow-ups (email and phone), dispute detection, promise-to-pay management, and ERP updates—significantly reducing DSO, manual effort, and improving cash-flow predictability.

KEY BENEFITS

Hyperbots Collections Co-Pilot improves collections productivity by up to 80% and reduces DSO through real-time automated dynamic prioritization and follow-ups powered by AI agents.

40%

DSO

70%

Cost to Collect

Cash In Flow

Dispute Rate

AR Ageing

Average Days Delinquent

Key Functional Capabilities of Hyperbots Collections Co-Pilot

Multi-Entity Support

Built-in tracking of DSO, ADD, CEI, dispute cycle time, PTP success rate, forecast accuracy, and productivity gains.

GL Posting

Built-in tracking of DSO, ADD, CEI, dispute cycle time, PTP success rate, forecast accuracy, and productivity gains.

Custom Fields Support

Built-in tracking of DSO, ADD, CEI, dispute cycle time, PTP success rate, forecast accuracy, and productivity gains.

GL Coding

Built-in tracking of DSO, ADD, CEI, dispute cycle time, PTP success rate, forecast accuracy, and productivity gains.

Recommenders

Built-in tracking of DSO, ADD, CEI, dispute cycle time, PTP success rate, forecast accuracy, and productivity gains.

KPIs & Outcome Tracking

Built-in tracking of DSO, ADD, CEI, dispute cycle time, PTP success rate, forecast accuracy, and productivity gains.

Auditability & Compliance Trail

Complete, time-stamped record of every action, communication, workflow step, decision, and AI recommendation.

Customer Portal

Self-service portal for customers to view invoices, make payments, raise disputes, submit PTPs, and track resolution status.

Pre-Trained AI Models

Finance-trained models for payment behavior prediction, dispute likelihood, prioritization, and dunning optimization—no model training required.

Flexible Workflow Configuration

Configurable, rule-based workflows for follow-ups, approvals, escalations, dispute handling, and write-offs—without custom code.

Notifications & Alerts

Real-time, role-based notifications for overdue invoices, broken PTPs, dispute updates, and escalations across finance, sales, and credit teams.

Closed-Loop ERP Posting

Automatically updates ERP with collection actions, notes, dispute status, PTPs, and resolution outcomes—no manual logging.

Sales & Credit Policy Alignment

Signals delinquency risk to sales and credit teams; enforces hold, release, or escalation policies automatically.

Customer-Aware Collection Strategy

Differentiates approach by customer segment (strategic, repeat late payer, low risk, high risk) to protect relationships while accelerating cash.

Cash Collection Forecasting

Predicts expected cash inflows by customer, week, and month using behavioral and historical patterns—not static aging.

AI-Orchestrated Automated Dunning

Automates pre-due and post-due reminders using real-time customer behavior, risk, and dispute context.

Promise-to-Pay (PTP) Management

Captures, tracks, and enforces PTP commitments with automated reminders and breach escalation.

Early Dispute Detection & Routing

Identifies dispute signals before due date (price, quantity, tax, PO mismatch) and routes them to the right owner (billing, sales, tax, ops).

Autonomous Follow-Up Agents

AI agents automatically execute personalized email and portal follow-ups, reminders, escalations, and nudges—without manual intervention.

AI-Driven Dynamic Prioritization

Continuously reprioritizes collection actions based on payment behavior, invoice risk, dispute likelihood, customer value, and aging impact on DSO.

Unified AR Intelligence Layer

Single, real-time view of invoices, aging, disputes, credits, payments, promises-to-pay, and customer communication across ERPs and entities.

Key General Capabilities of Hyperbots Vendor Management AI Co-pilot

Unlimited access

Enjoy unlimited user access with no per-seat licensing—enabling seamless collaboration and effortless scalability across your organization.

Industry specific

Hyperbots provides industry-specific finance AI with customizable workflows, document handling, and tax validation—ensuring accurate, compliant processing tailored to sector-specific needs across industries like manufacturing, retail, healthcare, logistics, and more.

Company specific

Hyperbots enables no-code customization for company-specific needs—adapting workflows, ERP integrations, GL structures, and business rules through Agentic AI to ensure seamless alignment with organizational processes and finance operations.

Integrations

Hyperbots integrates seamlessly with ERPs, procurement platforms, and other enterprise systems—enabling real-time, secure, and scalable data exchange to power end-to-end AI automation across finance and operations

24X7

Hyperbots Co-pilots run 24x7—automating invoice workflows, monitoring tasks, and alerting humans only when needed. This ensures uninterrupted operations, faster turnaround, and continuous productivity across finance and procurement teams.

Human-in-the-loop

Hyperbots Co-pilots enable human-in-the-loop collaboration through exception handling, approval workflows, and contextual insights—ensuring control, transparency, and continuous learning where human judgment adds value.

Process specific

Powered by Agentic AI, Hyperbots Co-pilots deliver process-specific automation through domain-trained models and collaborative agents—ensuring scalability, precision, and efficiency across finance operations like invoicing, approvals, and GL coding.

Self learning

Hyperbots Co-pilots use self-learning AI to adapt to company-specific workflows, improve accuracy over time, and continuously align with changing business rules, exceptions, and process variations—driving smarter automation with every interaction.

Intelligence elements

Built on the Agentic AI platform, Hyperbots Co-pilots combine OCR, LLMs, VLMs, MOE, reasoning, redaction, math interpretation, and predictive engines to deliver intelligent, efficient automation across complex finance workflows.

Functional elements

Hyperbots Co-pilots offer functional elements like workflows, notifications, security, analytics, SSO, audit trails, user portals, permissions, and observability—ensuring secure, configurable, and auditable operations across teams and systems.

Ready to deploy

Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained AI agents and native ERP connectors—enabling rapid, customized setup without third-party integrations or development overhead.

AI-native

Hyperbots Co-pilots are AI-native by design—built from the ground up for finance automation, delivering purpose-built precision, transformative productivity, and measurable value across accounting, invoicing, and approval workflows.

Process before and after Hyperbots Collections Co-Pilot

Tasks

Before (No Automation)

After (Automation with other players)

After (Hyperbots Co-pilot)

Pulling invoices and reciebales data from ERP

Done by Human

Done by APIs
& Files

Done by APIs

Worklist Creation

Done by Human

Done by Human
& Software

Done by AI

Worklist priortization

Done by Human

Done using Rules

Done by AI

Email creations

Done by Human

Done by Human

Done by AI

Email followups

Done by Human

Done by Human
& Software

Done by AI
& Human

Calling

Done by Human

Done by Human

Done by AI
& Human

Dunning

Done by Human

Done using Rules

Done by AI

Collections Forecasting

Done by Human

Done by Human
& Software

Done by AI
& Human

Dispute resolutions

Done by Human

Done by Human

Done by AI
& Human

Esclation Management

Done by Human

Done by Human

Done by Human

ERP writing

Done by Human

Done by APIs
& Files

Done by APIs

Tasks Automation %

0-10%

<30%

>70%

Comparison with Competition

Tasks

Competition

Hyperbots

Cost to collect - reduction

20%-40%

50%-80%

DSO

15%-20%

30%-40%

Unified AR Intelligence Layer

Partially Automated

Fully Automated

Dunning

Partially Automated

Fully Automated

Autonomous Followup AI agents

No

Yes

Notification and Alerts

Basic

Advanced

ERP updates

Partially Automated

Fully Automated

FAQs: Collection Copilot

Is the Collections Co-Pilot ready to deploy in enterprise environments?

Absolutely. It is AI-native, finance-specific, pre-trained, supports human-in-the-loop controls, offers full audit trails, works 24×7, and is designed for large-scale, multi-entity enterprise deployments with minimal training required.

Does the platform support customer self-service?

Yes. Hyperbots provides a Customer Portal where customers can view invoices, make payments, raise disputes, submit promises-to-pay, and track resolution status—reducing back-and-forth and improving customer experience.

How does Hyperbots integrate with ERPs and GL systems?

The Collections Co-Pilot supports closed-loop ERP integration, automated GL coding and posting, custom fields, and multi-entity environments—ensuring all collection actions, notes, disputes, and outcomes are written back to the ERP without manual effort.

Can the Collections Co-Pilot forecast cash collections accurately?

Yes. It predicts expected cash inflows by customer, week, and month using historical payment behavior and real-time signals—providing far more accurate forecasts than static aging reports.

What is AI-orchestrated dunning in Hyperbots?

AI-orchestrated dunning automates pre-due and post-due reminders using real-time customer behavior, risk, and dispute context, dynamically adjusting timing, tone, and escalation to accelerate payments while protecting customer relationships.

How does the Collections Co-Pilot handle disputes?

The platform detects dispute signals early, even before invoice due dates, classifies them (price, quantity, tax, PO mismatch), and automatically routes them to the correct owner—reducing aging caused by unresolved disputes.

How is Hyperbots different from traditional collections automation tools?

Unlike rule-based tools, Hyperbots uses finance-trained, agentic AI that continuously learns, reprioritizes work in real time, adapts dunning strategies dynamically, and executes actions autonomously—without relying on static rules or templates.

How much productivity improvement can companies expect?

Customers typically achieve up to 80% improvement in collections productivity, with more than 70% of collection tasks automated, significantly reducing manual effort across emails, follow-ups, forecasting, and ERP updates.

How does the Collections Co-Pilot help reduce Days Sales Outstanding (DSO)?

It reduces DSO through AI-driven dynamic prioritization, autonomous follow-ups, and behavior-based dunning, ensuring the right action is taken on the right invoice at the right time—without manual intervention.

What problems does the Hyperbots Collections Co-Pilot solve?

Hyperbots Collections Co-Pilot addresses high DSO, labor-intensive collections, fragmented follow-ups, poor cash-flow forecasting, customer dissatisfaction, and delays in dispute resolution by autonomously orchestrating the end-to-end collections process.

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

Why Hyperbots Agentic AI Platform?

Why choose hyperbots agentic AI: finance-first, accurate, adaptable AI

Finance specific

Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.

Best-in-class accuracy

Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.

Synthesis of unstructured and strutured finance data

Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.

Pre-trained agents with state of the art models

Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.

Company specific inference time learning

Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.

Ready to take the next steps?

Book a demo with one of our Financial Technology Consultants to get started!