Accelerate cash collection
Start the right action before and after due date, then place a secure payment option directly in the conversation.
For CFOs, receivables leaders, and collections teams
Payment Collection Automation
Collect receivables sooner, with complete coverage and less manual chasing.
Round Infinity prioritizes every open account, runs personalized outreach across voice and digital channels, resolves payment friction, records promises and disputes, and reconciles cash back to invoices.
Accounts receivableCredit and collectionsFinance shared services
Who gets the value
CFOs with clearer cash visibility
Collectors focused on exceptions
Customers with easier ways to pay
Department impact
What accounts receivable gains.
The collections operation is designed to improve cash velocity, reach every account consistently, and remove manual reconciliation from the finance team.
Cover the full receivables book
Prioritize and contact every eligible account across configured channels without expanding collection headcount.
Protect collector productivity
AI handles routine reminders and status updates while people focus on disputes, negotiations, and material risk.
One connected operating flow
The receivables flow, from open invoice to collected and reconciled cash.
Each step shows the departmental work, what Round Infinity automates, and the platform capabilities carrying context, controls, and ownership across the process.
1
Assemble the Receivables Book
Bring together invoices, balances, due dates, customer contacts, payment terms, disputes, promises, and prior outreach from ERP and CRM.
ERP and CRM integration · Customer 360
2
Segment Risk and Choose Treatment
Prioritize by value, aging, behavior, risk, dispute status, customer tier, and the channel and timing most likely to work.
Decision rules · Risk signals · Analytics
3
Run Personalized Outreach
AI coordinates voice, WhatsApp, SMS, and email sequences with the correct balance, invoice context, language, and next action.
Voice AI · Messaging · Campaign orchestration
4
Collect, Promise, or Route an Exception
Send secure payment links, capture promise-to-pay dates, answer routine questions, and route deductions or disputes with full context.
Payments · Promise tracking · Case management
5
Reconcile and Update Cash Position
Match full or partial payments, clear invoices, update customer and finance systems, stop outreach, and expose live collection performance.
Cash application · Notifications · Dashboards
Platform capabilities working across the complete flow
ERP and CRM connectivity
Voice and digital outreach
Customer and invoice 360
Secure payment links
Dispute case workflows
Collections and cash dashboards
Purpose-built AI agents
The AI agents, engines, and copilots that complete payment collection automation work.
Each agent works inside configured permissions, policies, confidence thresholds, human-review rules, and one traceable operating record.
Receivables Prioritization Agent
Scores the open book and selects the right treatment, timing, and channel for each account.
AI Voice Collections Agent
Explains balances, handles routine questions, captures intent, and sends payment links during the call.
Digital Collections Agent
Runs personalized WhatsApp, SMS, and email sequences with governed message and frequency rules.
Promise-to-Pay Agent
Records commitments, monitors due dates, and triggers the correct follow-up when a promise is kept or missed.
Dispute and Deduction Agent
Stops inappropriate chasing and routes claims with invoice, order, delivery, and interaction evidence.
Cash Application Agent
Matches receipts to invoices and routes short, partial, or unidentified payments for resolution.
See payment collection automation running with your systems and controls.
We will map the current flow, exceptions, owners, policies, data, and desired outcomes, then show the configured operation end to end.
Book a focused walkthrough