CollectIQ creates the invoice, follows up professionally, and reconciles the payment—with your policies and people in control.
Each agent has a clear job, a clear boundary, and the same shared record—from your first instruction to the final payment match.
Turns a quick voice note or message into a checked invoice draft.
Follows up consistently while protecting the customer relationship.
Finds the payment evidence and explains every proposed match.
CollectIQ does not hide work behind a magic button. Instructions, drafts, approvals, messages, replies, evidence, and corrections stay attached to the invoice.
Talk through your workflowSpeak or type the customer, service, amount, and terms in everyday language.
Approved templates become a structured draft with calculations and missing details checked.
Review the instruction beside the finished invoice. Your correction becomes useful context.
The approved invoice is delivered with your identity, payment instructions, and terms.
Email reminders go out at the right time, in your tone, with replies captured on the case.
Promises to pay, resend requests, disputes, and contact changes take the right path.
Merchant activity and posted bank transactions are compared with the open invoice.
Strong evidence can close the loop. Uncertain cases wait for a person.
A score can help prioritize attention. The evidence tells you whether the decision makes sense.
“Invoice Northstar Studio $2,400 for the August strategy workshop, due in 15 days.”
CollectIQ starts approval-first. As repeat patterns prove reliable, you decide which routine actions can run automatically—and which ones always wait for a person.
Plans are designed around invoice volume and workflow depth. Bank connections, voice, and human-review allowances vary by plan.
CollectIQ’s agents are AI. Their roles, permissions, and actions remain visible.
Still have a question? Email us.No. They are clearly identified AI roles inside CollectIQ. Their names make the workflow easier to understand; your business remains the sender and people remain responsible for policy and exceptions.
At launch, yes. Later, you may allow familiar invoice patterns to send automatically only after Ivy has demonstrated high accuracy and the invoice passes your specific control rules.
Nora pauses the routine sequence and sends the complete conversation to a person. She does not negotiate a settlement or continue escalating a sensitive case on her own.
Riley uses authorized merchant activity and posted bank transactions, then compares amount, payer, reference, timing, and prior patterns. You see the evidence behind the proposed match.
No. CollectIQ focuses on the operational invoice-to-cash workflow and is designed to work alongside your accounting process.
The initial service is email-first. Carefully governed AI voice workflows are planned, with authorization, disclosure, scheduling, and human escalation controls.
CollectIQ applies the service and sales-tax templates your business configures. It does not independently decide what is taxable or provide tax advice.
Tell us what you invoice, how you follow up, and where payments arrive. We’ll help map the right starting workflow.
