FinanceOps
Open siteIntroduction
FinanceOps is a chatbot solution that automates collections processes and maximizes results.
FinanceOps Product Information
FinanceOps AI-Led Automated Collections Management Software is a comprehensive platform designed to streamline collections operations with AI-driven outreach, risk prediction, and seamless payments. It provides a unified home for every collections workflow, delivering smarter, faster, and compliant processes across Copilot, Autopilot, Invoicing, Dashboards & Reporting, and Strategy & Workflow features. The solution emphasizes efficiency, visibility, and control for finance teams and agents, with a focus on continuous improvement and measurable outcomes.
How it Works
- Ingest Customers: Seamlessly import customer data to kickstart an optimized collections journey.
- Put Your Customers on Autopilot / Copilot: Let AI handle routine collections while you stay in control.
- Omnichannel Communication: Reach out at the right time using AI across channels for maximum impact.
- Manage Lifecycle of Collections: AI agents handle P2Ps, disputes, process payments, and invoice matching.
- Trigger Payouts: Automate and execute payouts smoothly for seamless transactions.
The platform emphasizes GDPR/SOC-compliant security, enterprise-grade encryption, and a transparent, auditable AI-assisted workflow to protect data while driving higher recoveries.
Core Components
- Copilot: AI-driven automation that works alongside your team to streamline every step of the collections process.
- Autopilot: AI-powered automation that aggressively handles routine tasks, enabling hands-free collections and higher recoveries.
- Invoicing: Automated invoice creation, reminders, and payment tracking to keep cash flow moving.
- Dashboard & Reporting: Real-time analytics to track performance, measure ROI, and optimize strategies.
- Strategy & Workflow Builder: Design and automate winning collection strategies tailored to your business needs.
- Solutions & Industry Coverage: Healthcare, Banks & Credit Unions, Small Businesses, Utilities, Government & Cities, Fintech, and more.
- Security & Compliance: GDPR and SOC compliance, encryption, and up-to-date data protection.
Features Overview
- AI-driven collections with Copilot: hands-free automation that collaborates with your team.
- Autopilot for automated outreach and payments: reduces manual chasing and boosts cash flow.
- Invoicing automation: auto-create invoices, send reminders, and match payments.
- Omnichannel outreach: coordinated communications across channels at optimal times.
- Lifecycle management: manage P2P, disputes, payments, and reconciliation end-to-end.
- Payout automation: streamlined payout processes for seamless settlements.
- Strategy & Workflow Builder: customize and deploy winning collection strategies.
- Real-time dashboards and reporting: monitor KPIs, ROI, and performance trends.
- Copilot features for team management: personalized insights, coaching, and guidance.
- Workflow and Coaching tools: live coaching, VoIP call summaries, and customer characteristics insights.
- Security and compliance: enterprise-grade encryption, GDPR/SOC compliance.
- Multi-vertical support: healthcare, banks, SMEs, utilities, government, fintech, etc.
- Seamless integration: ingestion of customer data and real-time insights from operations.
Why FinanceOps stands out
- A single home for every collections workflow with AI-enhanced automation and visibility.
- Significant productivity gains: up to 3x productivity at a fraction of the traditional cost, with real-time insights.
- Data-driven decisions: dashboards, analytics, and ROI metrics to drive continuous improvement.
- Compliance and security baked in to protect customer data and organization integrity.
Use Cases
- Enterprises needing end-to-end AI-assisted collections orchestration.
- Organizations seeking to reduce time spent on manual follow-ups and disputes.
- Teams aiming to improve recovery rates while controlling costs through AI-driven automation.
Get a Demo
- Start for free access to AI-led collections tools.
- See Copilot, Autopilot, Invoicing, and Strategy & Workflow Builder in action.
What’s Included (Product & Solutions)
- Copilot: AI-driven automation partner that works with agents to streamline every step.
- Autopilot: Hands-free collections with AI handling routine tasks.
- Strategy & Workflow Builder: Create, test, and deploy optimized collection strategies.
- Dashboard & Reporting: Real-time performance analytics and ROI insights.
- Invoicing: Automated invoice creation, reminders, and payment tracking.
- Security & Compliance: GDPR/SOC-compliant platform with encryption.
- Solutions by Industry: Healthcare, Banks & Credit Unions, Small Businesses, Utilities, Government & Cities, Fintech.
Platform Overview
From integration to insights, FinanceOps provides real-time visibility and control. Get 3x productivity at 1/10th the cost with a unified platform that automates outreach, optimizes payment flows, and improves recoveries while maintaining compliance.