Automate client dunning
Segment unpaid invoices by age and amount, generate personalized dunning emails automatically.
Introduction
Client dunning is manual, inconsistent and often late. There's no structured follow-up on payment promises. DSO lengthens and cash comes in too slowly.
Phacet analyzes your aged balance, segments unpaid invoices by age and amount, generates personalized dunning emails and tracks payment promises. Escalations are automatic when thresholds are crossed.
When to use this Phacet
Built for CFOs, AR accountants or credit managers who want to:
• Automate client dunning without spending 2-3 hours per week.
• Segment unpaid invoices to prioritize high-impact follow-ups.
• Track payment promises and auto-escalate when deadlines are missed.
• Reduce DSO and accelerate collections.
AI skills involved
Automatically match your data across files, tools and systems
Phacet cross-references your data across sources - invoices vs. payments, POs vs. receipts, bank lines vs. GL entries, CRM deals vs. billing records. It tells you exactly what matches, what's missing, and what's off. No VLOOKUP, no manual comparison.
Validate every line against your rules, thresholds and references
Define your rules once - negotiated prices, spending caps, expense policy, contract conditions, approval thresholds - and Phacet applies them to every single row, every time. Every discrepancy is flagged with the exact reason, ready for review.
Get notified on what matters and share results without manual work
Phacet sends alerts the moment a threshold is crossed or an anomaly is detected by email, Slack or in-app. It also generates summaries, dashboards and structured exports ready to send to your ERP, your team or your management. Results reach the right people at the right time, automatically.
Business impact
87% time savings on dunning
From 2-3 hours per week to 20 minutes. Reminders are generated and sent automatically.
DSO reduced, cash recovered faster
Reminders go out at the right time on the right amounts. The DSO impact is measurable from the first month.
WCR optimized, cash cycle accelerated
Fewer dormant unpaid invoices, more cash in the bank. WCR improves without additional sales effort.
Integrated with everything
Steps to get Started
Import your aged balance
Load your customer aged balance and payment history from your ERP.
Segmentation and dunning generation
Phacet segments unpaid invoices (amount × age) and generates personalized emails per your dunning policy.
Send and track
Reminders are sent automatically Payment promises are tracked; escalations triggered when needed.
Measure the impact
Track DSO trends recovery rates and cash collected per dunning campaign.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
Frequently Asked Questions
Yes. You define templates by dunning level (1st, 2nd, formal notice) and Phacet personalizes them with customer data.
Yes. For example: reminder 1 at D+15, reminder 2 at D+30, escalation to CFO at D+45, formal notice at D+60.
Yes. When a customer promises to pay by a date, the agent monitors and automatically follows up if the promise isn't kept.
Yes. You can define exceptions (strategic customers, ongoing disputes) for manual handling.
Yes. The dashboard shows overall DSO, by segment and its trend over time.
