Autopilot is live

Stop chasing invoices.
Start collecting.

CollectIQ monitors every overdue account, follows your strategy, and acts — so your team focuses on decisions, not follow-ups.

62%
Reduction in days
sales outstanding
4.8×
More accounts handled
per AR rep
89%
Of invoices resolved
without human action
Autopilot

Collections that run
while you sleep.

Define your collection strategy in plain language — tone, cadence, escalation rules. CollectIQ reads it and acts on every overdue invoice, for every customer, automatically.

Sends reminders on the right schedule, in the right tone
Pauses instantly when a dispute is raised or a payment promise is made
Escalates to a human task when thresholds are crossed
Works differently for enterprise, mid-market, and SMB accounts
Autopilot activity — today
Hartwell Group
2nd reminder sent · INV-2024-0190
Sent
Delta Logistics
Payment promise logged · follow-up set
Awaiting
Meridian Capital
Escalated to task queue · $84,000
Escalated
FrameWork Studio
Final notice sent · 62 days overdue
Sent
GlobalTech Inc
First reminder sent · INV-2024-0411
Sent
Autopilot is monitoring 247 open invoices
Customer Control

Every customer.
One screen.

A command center for each customer — health score, all open invoices, full communication history, and an AI recommendation for what to do next. No more switching tabs.

Health score computed from urgency, overdue days, and payment history
Invoice rail showing all open invoices sorted by urgency
AI recommendation with confidence score and alternatives
One-click execution — approve and send without leaving the screen
Hartwell
Group
Enterprise
42
Health score
Outstanding
$247,800
Urgent
$84,000
Account Mgr
Sarah Vance
Open invoices
INV-0190
$84k
78 days
INV-0211
$45k
31 days
INV-0249
$29k
12 days
AI recommendation
Escalate to account manager
78 days overdue with no response. Two prior reminders sent. Recommend a direct call from Sarah Vance before initiating collections referral.
87%
Segment Strategies

Your rules.
Applied consistently.

Write your collection approach in plain language — for every customer type. CollectIQ reads it and applies the right strategy automatically, with no code required.

Set global defaults and override them per segment
Different rules for enterprise, SMB, new customers, and chronic late payers
Conflict detection flags when two strategies could apply to the same account
Human-readable — your whole team can read, review, and edit it
Global — applies to all accounts
Use a professional and empathetic tone. Send a first reminder 3 days after the due date, a follow-up 7 days later, and a final notice after 14 more days. Pause outreach immediately if an invoice is disputed...
Enterprise accounts Enterprise
Enterprise accounts are strategic relationships. Always CC the account manager. Never send more than one email per week. First reminder goes out 7 days after due date, not 3...
Chronic late payers
SMB Chronic late
First reminder 1 day after due date. Escalate after first broken promise. Flag for collections referral if no response within 20 days...
Human Task Queue

Step in only when
it matters.

When autopilot hits a situation that needs human judgment — a broken payment promise, a large disputed balance, an unresponsive enterprise account — it creates a task with everything you need to act.

Priority-ranked list — critical items surface automatically
Full escalation context: what autopilot tried, why it stopped
AI-recommended action with one-click execution
Assignee tracking so nothing falls through the cracks
5 open tasks
Meridian Capital
$84,000
Escalated 2d ago
Hartwell Group
$45,200
Escalated 4d ago
Delta Logistics
$31,500
Escalated 5d ago
FrameWork Studio
$18,750
Escalated 1w ago
Meridian Capital · $84,000
Why autopilot escalated
Invoice 78 days overdue. Two reminders sent with no response. Balance exceeds $25k escalation threshold.
AI recommendation
Escalate to account manager for direct call before initiating collections referral process.
How it works

Up and running in days,
not months.

1

Connect your stack

Sync invoices and payment data from QuickBooks, Xero, NetSuite, Salesforce, and more in minutes.

2

Write your strategy

Describe your collection approach in plain language — tone, cadence, escalation rules, and segment overrides.

3

Enable autopilot

CollectIQ starts acting on every open invoice, following your strategy for each customer segment.

4

Review what matters

Complex cases land in your task queue with full context. Everything else runs without your involvement.

"Before CollectIQ, our AR team spent three full days a month just sending follow-up emails. Now that work just happens."
Head of Finance, Series B SaaS company 200+ customers, $40M ARR
62%
Reduction in average days sales outstanding
89%
Of invoices resolved without human intervention
4.8×
More accounts handled per AR rep per month
2wks
Average time from signup to autopilot live
Integrations

Works with your existing stack.

Connect your ERP, accounting software, CRM, and payments — CollectIQ syncs in real time.

View all integrations →

Ready to stop chasing
every invoice?

See CollectIQ in action. We'll show you how autopilot would work on your actual AR portfolio.