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Finance

Collections and cash-flow agent for Zoho Books

Chases overdue invoices politely, persistently and on time.

Cash comes in sooner without anyone spending their day on reminder calls, and you can see next month's cash before it happens.

Book a free call → See how it works

Zoho appsZoho BooksZoho CRMZoho CheckoutWhatsAppZoho Analytics

Today

The way it runs now

Overdue invoices pile up because nobody enjoys calling customers about money. Reminders go out late, promises are forgotten and cash flow becomes a guess.

With the agent

15-20 daysfaster collection
Everypromise to pay tracked
13-weekcash forecast, always current

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Overdue list

    Pulls every overdue invoice from Zoho Books daily.

  2. 02

    Prioritise

    Ranks by amount, age and how the customer usually pays.

  3. 03

    Personal reminder

    Sends the right message by email or WhatsApp, with a pay link.

  4. 04

    Log promises

    Records promised dates and follows up when they slip.

  5. 05

    Finance review

    Disputes and escalations go to your finance team.

    A person decides
  6. 06

    Cash forecast

    Updates the 13-week cash forecast from real promises.

What you get

Built, connected and run for you.

  • Built inside your own Zoho org, with your fields and Blueprints
  • Scoped access, logged in Zoho and in our audit log
  • Approval steps on anything risky
  • Dashboards in Zoho Analytics
  • Training for the people who use it
  • Support and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

Will it annoy our customers?

It follows your tone and timing rules, and stops the moment a customer pays or raises a dispute.

Can customers pay from the reminder?

Yes, through a payment link from Zoho Checkout or your own gateway.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

Keep exploring

More zoho solutions

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DistributionAvailable

Dealer order agent

Dealers order on WhatsApp. Orders land in Zoho, ready to ship.

  • Inventory
  • Books
  • CRM
  • WhatsApp
  • Commerce
Get started

Let’s talk

Put Collections and cash-flow agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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