Get PaidYou may know it as accounts receivable
Write-off and escalation recommendation
Recommend accounts for escalation, agency referral or write-off review based on age, contact history, dispute status and customer status, with the supporting history attached for the approver.
What to expect: ideas for what could change, what you need first, and how to test whether it helps. Nothing here is a measured result.
- Impact: Medium
- Ease: Low
- Prep: A lot
Indicative rating based on the workflow described. Your readiness and implementation effort may differ.
Evidence status: Editorial / indicative assessment
What it does
This step still relies on manual effort, which holds back: Bad-debt expense; Balances over 90 days past due.
Who does what
AI prepares the work and suggests the answer. A person decides each one.
What it could move, and how you would check
Of the five measures below, this use case may help three. These are expected effects to test against your own baseline, not measured results. The last column says how to check each one.
| Fact | Expected effect | Why |
|---|---|---|
| Process steps | Not directly addressed | This use case does not directly change the number of steps. |
| Cycle time | Potential direct benefit | Work may wait less between tasks, so items can finish sooner. |
| Exception loops | Possible downstream benefit | Fewer items may go back for rework. |
| First-time-right rate | Possible downstream benefit | More items may be right the first time, with no one fixing or chasing them. |
| Cost per invoice | Not directly addressed | This use case does not directly change the cost of each item. |
What you need first
This is an illustrative improvement approach, not a final solution design. The workflow, level of automation, integrations, and review requirements will depend on your existing tools, available capabilities, data quality, company policies, and team needs. Confirm these during discovery and a controlled pilot before implementation.
Ease of getting started: Low. Suitable tools may exist, but most of the setup work is yours.
- Complete contact and dispute history
- Approved write-off policy and limits
- Write-offs approved within documented limits
- Recommendation and decision retained
- Allowance for doubtful accounts updated from decisions
Evidence to keep
- Recommendation pack per account
- Approval record
- Allowance reconciliation
What can go wrong, and how a pilot would show it
- Premature write-off of collectable balances
- Recommendations treated as approvals
Your next step
Confirm the write-off policy and approval limits with the controller. Define escalation stages and the evidence required at each.
The pilot steps are under "See how to test it" in the Ways to start panel. Paid support is optional: use Get implementation support if you want help.