Accounts receivable collections for a growing B2B manufacturing business are too manual to handle with current staff but not enough volume to justify a dedicated collections person.

Workarounds Described

• Opening aging report every morning and manually figuring out who needs follow-up
• Manually sending reminder emails one by one
• Checking aging report again next week to see if invoices are paid
• Calling customers when invoice hits a certain age
• Spending half of Tuesday sending the same reminder email 40 times

Implied Software Gaps

• Automated daily AR aging report with prioritization and workflow
• Bulk email reminder system with personalization and scheduling
• Automated follow-up cadence based on aging rules
• Integrated phone call reminders with automated call scheduling and notes

CollectFlow

CollectFlow is a lightweight AR automation platform designed for mid-market B2B manufacturers. It integrates directly with your accounting system, uses smart rules to prioritize follow-ups based on invoice age and customer history, and sends personalized payment reminders via email and SMS that don't feel robotic. It handles net30/net60 terms natively and surfaces only exceptions for human review, cutting collection time by 80% without hiring a collections person.

Existing Solutions Mentioned