Who we help
Who We Help
We work with organizations that are owed money and want to collect it faster, more consistently and with less manual work.
Who we work with
First-party creditors
Businesses collecting their own receivables before accounts are placed elsewhere.
Where we help
- Billing and statement timing
- Early follow-up workflows and reminders
- Payment options that make it easier to pay
- Reporting on aging and DSO
Hospitals and healthcare providers
Patient balances are growing, and patients expect clear, simple ways to pay.
Where we help
- Patient billing follow-up and self-pay workflows
- HIPAA-aware process and data handling
- Software and payment portal selection
- Reporting that connects billing, collections and finance
Early-out programs
Early-out work happens before an account is considered bad debt, usually on behalf of the provider or creditor.
Where we help
- Program design and handoff rules
- Outreach cadence and channel strategy
- Automation of reminders and status updates
- Performance reporting back to the client
Third-party collection agencies
Agencies win and keep clients through results and reporting.
Where we help
- Operations and collector workflow improvements
- Collection software selection and setup
- Compliance-minded outreach workflows (FDCPA, Reg F, TCPA awareness)
- Client reporting automation and internal growth workflows
Banks and lenders
For lenders, DSO and delinquency directly affect cash flow and risk.
Where we help
- Servicing and delinquency workflows
- Payment processing and autopay options
- Automated outreach and account routing
- Portfolio and recovery reporting
Frequently asked questions
What is a first-party creditor?
A first-party creditor is the original business or provider owed the money, collecting the balance itself rather than through an outside agency.
What is an early-out program?
An early-out program handles accounts soon after they become past due, before they are written off, usually under the original creditor’s or provider’s name.
How is third-party collection different from first-party?
Third-party collection is done by an outside agency, usually after an account is placed or written off. Different rules, including the FDCPA, often apply.
Do you work with small organizations?
Yes. We work with small and mid-sized teams as well as larger operations, and we scale the engagement to fit.
How do you help banks lower DSO?
We streamline servicing and delinquency workflows, add easier payment options, automate outreach and build reporting that shows where accounts stall.
How do you use automation to connect AR systems?
We build workflows in n8n, Make.com and Zapier, plus direct API integrations and our own proprietary automation tools, that sync your accounts receivable platform with the other systems you rely on, such as billing, CRM, payment processors, dialers and agency portals. Balances, payments, notes and account statuses stay current everywhere without manual re-keying.
Can you sync first-party and third-party collection systems?
Yes. We connect first-party receivables and early-out programs with third-party agency platforms through APIs, secure file transfers and webhooks, so placements, recalls, payment postings and status updates flow automatically in both directions. That gives creditors, banks and hospitals one accurate view of every account, whoever is working it.
Which channels can your automations cover?
Email, SMS, voice and dialer campaigns, payment portals, letters and web forms can all be triggered and tracked from one workflow, using API automation to pass data between each channel in real time. We keep messaging consistent across channels, log every touch back to the AR system, and build in the consent and compliance checks your program requires.
Ready to lower your DSO?
Tell us where receivables are getting stuck. We will tell you what we would fix first.