Your AR team asks Workd “who is over 60 days?” and gets the answer by voice. Routine reminders go out from Workd within your rules, with payment on the call or by text link, so your people spend their time on disputes, credit decisions and key accounts.
Today's calls
Handled while your team was busy
| Time | Caller | What happened |
|---|---|---|
| 10:42 AM | Ramos Plumbing | Delivery ETA given |
| 10:15 AM | Lakeview Electric | Invoice copy sent |
| 9:58 AM | Nguyen HVAC | Stock check |
| 9:31 AM | Summit Builders | Handed to Dana |
Your AR team makes the same routine calls to the same customers, while the accounts that really need a person wait. Many overdue invoices never get a call at all.
Your customers aren't bad payers. They're busy, and your invoice is competing with a hundred other things. A timely, polite reminder is often all it takes.
Routine reminders handled. Relationships stay friendly.
Workd pulls AR aging from your ERP, so it knows which invoices are 30, 60 or 90 days out.
On the cadence your team sets, Workd makes a friendly reminder call with the invoice, the history and the terms in hand.
It takes the card on the call, texts a payment link or sets up a plan within your limits.
Promises are tracked and followed up. Disputes and hard cases go to your AR team.
did thisA customer is behind on an invoice. Workd agrees a payment plan within your rules and sends the payment link before the call ends.
Riverside Contractors
A friendly reminder first, then a payment link, then a plan, then your team. The tone fits the stage.
Customers pay open invoices by card while Workd is on the line, or by a link texted or emailed during the call.
Split payments and extended terms, set up only within the limits you define.
Wrong quantity, damaged goods, pricing. Workd logs the details, routes them to your team and keeps following up on the rest.
Every promise is captured, and Workd calls back if it is not kept.
Flag your most important customers for a gentler cadence or for your people only.
Usually the opposite. Workd follows up the same polite way every time, makes paying easy and gets problems to your team early, before a small balance turns into a dispute.
It captures the details, acknowledges the concern and routes it to your AR team. It stops asking about the disputed invoice and keeps following up on the undisputed ones.
No. Workd takes the routine reminders and look-ups. Your AR team keeps credit decisions, disputes, key accounts and every relationship that needs a person.
Yes. You choose when the first call happens, how many follow-ups there are, the tone at each stage and when your team takes over, and it can differ by customer group.
Workd tells customers when they are on hold and what clears it. Credit limit and hold decisions stay with your team.
Workd sends secure payment links during the call. Customers pay by card, ACH or the other methods you accept, and payments flow back to your ERP.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.
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HubSpot
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NetSuite
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Sage
Acumatica
QuickBooks