Distribution — Mid-Market
Recovering Cash Faster With an Autonomous AR Agent
Deploying Invoyser to automate collections, shrink DSO, and free the finance team from manual follow-ups.
April 20, 2026
From kickoff to go-live
Email + WhatsApp follow-ups
Faster cash recovery
Note: This is a sample case study template using Invoyser's real capabilities. Replace the client details, quotes and figures with a real engagement before publishing.
The challenge
A mid-market distributor was carrying a large, aging accounts-receivable book. Collections depended on a small finance team manually chasing invoices over email and phone — work that was repetitive, easy to deprioritize, and impossible to scale. Delayed receivables were starting to squeeze cash flow needed for day-to-day operations.
The team didn't need more reports telling them which invoices were overdue. They needed something to actually do the chasing.
The approach
We deployed Invoyser, Technaptix's Smart Accounts Receivable agent, connected to the client's ERP:
- Secure integration. Connected Invoyser to the ERP for customer, invoice and receivables data — live, with automated incremental sync.
- Prioritized outreach. Invoyser identified overdue accounts and prioritized them by aging and value.
- AI follow-ups. LLM-written reminders adapted tone and urgency to each customer's history — no rigid templates — sent across email and WhatsApp at the right moments.
- Acknowledgments & disputes. Payment acknowledgments were captured automatically; disputes were threaded at the invoice level and tracked to resolution.
- Live analytics. Dashboards surfaced outstanding balances, aging buckets and collection KPIs in real time.
The entire deployment went live in a typical 2–3 business days.
The results
Routine follow-ups that used to eat the finance team's week now run automatically and consistently. Customers receive timely, professional, context-aware reminders; the team focuses on exceptions and relationships instead of chasing. The result is a steadily shrinking DSO and faster, more predictable cash recovery.
What made it work
Invoyser didn't replace the finance team — it removed the manual bottleneck. By owning the full collections loop, from detection to follow-up to acknowledgment, it turned a reactive, manual process into a continuous, automated one.