Dunning and collections follow-up

Chasing overdue invoices is steady, unglamorous work that quietly falls behind. Someone pulls the aging report from QuickBooks or NetSuite, cross-checks what Stripe and Bill.com show as paid, and works out who to email, what to say, and how firmly to say it. Because it is manual, the follow-ups go out unevenly, some accounts get chased twice while others are forgotten, and the tone rarely matches how important or how late the customer is. The context lives in one collector's head, so coverage collapses when they are out. Cash that is owed sits uncollected not because anyone decided to wait, but because the follow-up was never sent.

You describe the outcome in plain language, and Ceven builds a workflow that reads the aging list from QuickBooks or NetSuite, confirms payment status against Stripe and Bill.com so paid invoices are never chased, and sorts each overdue account by how late and how large it is. For every account it drafts the right next touch in Gmail, a gentle nudge early, a firmer notice as it ages, with the invoice details filled in, and it can flag the largest or most delinquent accounts to a collector in Slack. AI steps choose the tone and assemble the message, while the receivable itself stays in the accounting system. That ledger remains the record, because Ceven runs around your tools rather than replacing them.

No follow-up sends until a person approves it. The drafted messages arrive for review, and a collector can edit the wording, change the timing, exclude an account, or approve the batch to go out. Once approved, the workflow sends through Gmail and records every touch in the audit trail, so there is an exportable history of who was contacted, with what message, and when, tied back to the specific invoice. Money-adjacent communication reaches the customer only after a human has signed off on it.

You can start free with no credit card. Connect Stripe, QuickBooks, NetSuite, Bill.com, Gmail, and Slack, describe how you want overdue accounts worked, and Ceven builds the follow-up workflow across its library of more than a thousand tools. Because it runs around your ledger, the accounting system stays the source of truth for what is owed while the chasing becomes consistent and timely. Coverage no longer collapses when one collector is out, because the workflow keeps drafting and a person keeps approving.