General Business • Finance

Customer Billing Follow-up Automation

Lisa

Expert AI agent for automated customer billing and collections management. Maximizes revenue recovery through intelligent payment follow-up sequences and reduces bad debt through early intervention strategies.

See How Lisa Works Hire Lisa
6
System Integrations*
6
Workflow Steps*
from $1/hr
Hourly Rate*
1000
Accounts / Day*
Need more capacity?
Hire multiple Lisas to meet demand
*Based on selected integrations and workflow complexity
Lisa - Customer Billing Follow-up Automation

Lisa

Revenue Recovery Coordinator

Automated payment reminders
Smart collection sequences
Payment plan automation
Bad debt prevention

How Lisa Operates

Lisa automates revenue recovery & collections workflows with precision and reliability

STEP 1

Invoice Generated

Customer receives service and invoice is created

Human
STEP 2

Billing Analysis

Lisa analyzes customer account and payment history

Automated
STEP 3

Smart Outreach

Lisa sends personalized payment reminders via multiple channels

Automated
STEP 4

Payment Processing

Customer makes payment or contacts billing department

Human
STEP 5

Payment Plan Setup

Lisa automatically offers payment plans for qualifying accounts

Automated
STEP 6

Collection Analytics

Lisa tracks payment patterns and optimizes collection strategies

Automated
Traditional Process
Hours of Manual Work
Error-Prone, Inconsistent
Lisa Process
Minutes of Automated Work
Accurate, Consistent

Platform Integrations

Lisa seamlessly integrates with your existing systems or our private AI to automate end-to-end workflows.

Billing Systems

Customer account management

Payment Portal

Online payment processing

SMS/Email

Multi-channel communication

Analytics Dashboard

Revenue cycle metrics

CRM System

Customer relationship tracking

Accounting Software

Financial reporting integration

Target Goals with Lisa

Expected improvements based on workflow optimization

Revenue Recovery
Primary Goal
Target improvement objective
Reduced Bad Debt
Secondary Goal
Additional optimization target
Process Efficiency
Tertiary Goal
Long-term enhancement target

The Challenge Lisa Solves

Revenue Recovery & Collections operations often face critical inefficiencies that impact business outcomes.

Manual processes are time-consuming
Inconsistent quality and standards
Limited scalability during peak periods
Lack of real-time insights and reporting

The Enterprise Impact

Efficiency High
Staff Hours Wasted High
Cost Savings Medium

Ready to Hire Lisa?

Simple 3-step activation process to get Lisa working for your organization

Simple 3-Step Activation

1

Initial Consultation

Assess your specific revenue recovery & collections needs and requirements

30 minutes
2

System Integration + Testing

Connect Lisa to your existing platforms and workflows

2-3 days
3

Go Live

Lisa begins working with Revenue cycle specialists

Immediate

AI Agent Pricing

Customer Billing Follow-up Automation
Lisa
$1-$9/hr
*Depending on integrations
24/7 Operation
Works around the clock
0
accounts / day
Scale Your Capacity
Hire multiple Lisas
2x, 3x, 10x+
capacity multiplier
Each additional Lisa adds 0 accounts / day capacity

Deployment Timeline

Consult Integrate Test Go Live
2-3 days Total

Start optimizing your revenue recovery & collections workflows with Lisa's intelligent automation.

Hire Lisa Now

Frequently Asked Questions

Common questions about Lisa and how this AI agent can help your organization

How does Lisa handle overdue accounts?
Lisa automatically sends personalized payment reminders, escalates based on aging schedules, and tracks payment commitments. She maintains professional customer relationships while maximizing collection effectiveness.

Can Lisa customize communication based on customer segments?
Absolutely. Lisa adapts messaging tone, payment terms, and follow-up sequences based on customer value, history, and risk profile. High-value customers receive white-glove treatment while consistent follow-up ensures collections.

How does Lisa improve cash flow?
Lisa accelerates collections through timely follow-up, reduces days sales outstanding (DSO), and identifies payment pattern insights. Most businesses see 20-30% improvement in collection times and cash flow predictability.

Does Lisa help maintain customer relationships?
Yes! Lisa balances collection effectiveness with relationship preservation. She uses professional, helpful communication that maintains customer goodwill while securing payments, protecting long-term business relationships.

Still have questions about Lisa?

Our team is ready to help you understand how Lisa can work for your specific needs.

Get Personalized Consultation