AI Workflows for Cash Flow — polite-to-firm dispute and cashflow automations that help you get paid faster, with less stress.
Email/web/WhatsApp triage for disputes & overdue.
Polite → firm → plan emails you approve before sending.
Auto-compile POs, PODs & threads into a clean PDF.
Weekly ‘who to nudge’ list and simple dashboard.
Track days-late reduction & £ recovered vs. baseline.
Reduce days-late and bring cash forward. We report transparently against agreed KPIs.
Fewer escalations, consistent civil tone, better relationships.
Auditable evidence packs, client-owned data, light DPA.
No. This is workflow/automation consulting. Your team remains in control of communications.
We use client-owned storage (Google/365/Drive) wherever possible, sign a short DPA, and keep PII to a minimum.
Airtable/Sheets, Make/Zapier, email/WhatsApp, optional Softr/portal. Lightweight and auditable.
Days-late reduction and cash recovered vs. an agreed baseline; we provide weekly reports.