AI for credit control
AI for credit control, fitted around your software.
Payment chasers drafted from your aged debt report, matched to what each customer actually owes, queued for a person to approve before anything is sent.
The £499 assessment: one team · two-hour systems walkthrough · written report with priced recommendations · follow-up call. We agree it on the free call.
Covers roles often advertised as: Credit Controller, Accounts & Credit Control, Accounts Assistant (credit control).
What the AI system does
- Reads the aged debtors list from Xero, Sage or QuickBooks
- Drafts reminders to business customers by email or letter in your tone and wording, escalating by stage
- Matches incoming payments and receipts to open invoices for checking
- Flags disputes and promises to pay for a person
- Keeps a log of who was chased, when and what they said
What stays with people
- Collection conversations and judgement on accounts
- Deciding when to stop supply or escalate
- Agreeing payment plans
- Any late-payment interest or charges, and anything involving consumer debts
Hiring for credit control?
Test what AI can take on first.
Many credit control duties are repetitive and rule-based. That makes them good candidates for AI to prepare, for a person to check and approve. The conversations and judgement calls stay with people.
Whether that changes the hire is something to test rather than guess. It may not. The £499 assessment looks at the same work: what is repetitive, what needs judgement, and what each build would cost, so you decide with the detail in front of you. Use the report's estimated time savings and ongoing costs alongside the work left with people, including checks and exceptions, when deciding whether the hire changes. Time freed is not automatically a cash saving.
Related workflows
Automate credit control chasers
Overdue invoices are listed daily and polite, accurate chasers are drafted from the ledger for someone to send.
Open recipe →FinanceAutomate bank reconciliation prep
Unmatched bank lines are grouped with likely matches and missing paperwork, so reconciliation is review, not hunting.
Open recipe →Questions
Asked before we start.
Can AI do my credit control?
AI can take on much of the repetitive, rule-based part of credit control: reading, matching, keying and drafting, inside the software you already use. A person checks and approves financial commitments, material record changes and sensitive messages. Routine messages may be sent automatically only within categories and rules you have agreed in advance; anything outside those rules goes to a person. How much it can take on depends on your volumes and systems, which is what the £499 assessment tests.
Will it replace our credit control hire?
Sometimes it changes what the role needs, sometimes it does not. We would rather test it than guess. The assessment sets out which credit control tasks suit AI, which stay with people, and what each build would cost, so you can decide before you hire.
Do we need new software?
Usually not. Clerq builds around the tools you already use. How much can happen inside a particular system depends on how it connects, which we confirm during the assessment.
How do we start?
Book a free 30-minute call. If the £499 assessment of the team that does this work makes sense, we agree it there. You get a written, priced plan and a follow-up call, with no obligation to commission a build.
Next step
Find out what is worth automating, for £499.
For £499 we walk through one team’s work and systems with you, then send a written report: what is worth automating, what it would take and what each piece would cost to build. If something is not worth automating, the report says so.
Prefer email? stephen@aiclerq.com