Turn your AR aging report into collector-ready action
BotDojo helps finance teams prioritize overdue accounts, assemble customer context, prepare follow-up, classify replies, and route disputes so routine collections work keeps moving under policy.
Northwind Supply Co.
High-risk receivable with contact change detected from customer response.
Source-backed context for the collector.
Payment is past due and prior outreach went to a contact who left the company.
INV-1048 due for $48,920. No payment posted.
Reminder sent to previous AP contact, Dana Morris.
Collections case opened with Salesforce account context attached.
Dana is no longer with the company. Reach out to Priya Shah in AP.
Send the invoice to Priya, CC the controller, and attach INV-1048.
Dana is no longer with the company. Please reach out to Priya Shah at ap@northwind.example for invoice questions.
Update the primary AP contact to Priya Shah, CC controller Ben Ortiz, and send a revised invoice email with INV-1048 attached.
Research the customer, understand the timeline, draft the next action
The AR dashboard should show why the customer did not respond, who owns payment now, and the exact follow-up BotDojo can send or route under policy.
Customer Research
Northwind Supply Co. · high-risk receivable
7 recent cases reviewed for billing and payment context.
Latest call confirms AP contact ownership changed.
Priya Shah in AP and Ben Ortiz as controller.
Renewal risk increases if the invoice dispute drags.
The payment is late because the automated reminders went to a contact who is no longer at the company.
Date Timeline
INV-1048 for $48,920 due. No payment posted.
Reminder sent to previous AP contact, Dana Morris.
Collections case opened with Salesforce ticket history attached.
Dana is no longer with the company. Customer says to reach out to Priya Shah.
Draft a new email to Priya, CC Ben, and attach INV-1048.
Customer Response And Suggested Action
Dana is no longer with the company. Please reach out to Priya Shah at ap@northwind.example for invoice questions.
Update the primary AP contact to Priya Shah, CC controller Ben Ortiz, and send the invoice again with the original PDF attached.
Draft Email With Invoice Attached
Policy gatedHi Priya, following up on invoice INV-1048 for $48,920, originally due May 15. Dana let us know you are the right AP contact now, so I attached the invoice here. Can you confirm payment status or let us know if anything is blocking processing?
Finance work prepared for action
Each workflow keeps the task, source material, generated artifacts, policy decisions, and monitorable output in one place.
Collections prioritization
Rank overdue accounts by value, risk, history, and likely next action instead of manually sorting aging reports.
Customer context assembly
Pull invoice history, account notes, contract terms, and prior outreach into the collector workflow.
Follow-up drafts
Prepare email or message drafts with the right invoice, dispute, and relationship context for delivery under policy.
Reply triage
Classify promise-to-pay, dispute, needs-info, and escalation replies so the queue keeps moving.
Dispute routing
Assemble evidence and route exceptions to the right owner rather than just logging the issue.
Controlled sends
Let routine follow-up move when policy allows, and ask before high-value, sensitive, or unusual collections actions.
Delegate finance workflows, not isolated questions
Give BotDojo a finance workflow and get back source-backed output that can run, ask, or stop based on policy.
Analyze the AR aging export, identify the highest-risk accounts, and prepare collector notes.
Prepare follow-up for accounts with broken promises-to-pay and send or route based on policy.
Summarize disputed invoices with contract terms and route the exception to the right owner.
80% reduction in collector research time
Mitratech reduced collector research time by using BotDojo to preprocess the AR aging file, assemble account context, and prepare recommendations for collector action.