Operational task management
Billabex turns every event (customer reply, payment promise, dispute) into concrete actions for the right team.
Core capabilities
Automatic task creation and assignment for your finance and collection teams.
- Scheduled calls
- Internal validation
- Action tracking
Business impact
- Automatic task creation from events and SLA triggers
- Assignment to the right role (AR, finance, sales ops, management)
- Centralized tracking of actions, deadlines and dependencies
- Action history for reporting and audit
Billabex task management turns every collection event into a concrete action assigned to the right person at the right time. Whether it's a call to schedule, an internal approval to obtain or a dispute to handle, the agent creates and prioritizes tasks automatically.
Finance, accounting and sales administration teams get centralized tracking with clear deadlines, task dependencies and complete history. Managers gain full visibility into workload and case progress.
How it works
- 1
Trigger
An event occurs: customer reply, payment promise, overdue deadline or detected dispute.
- 2
Creation
The agent automatically creates the appropriate task with context, priority and deadline.
- 3
Assignment
The task is assigned to the right role based on business rules: accountant, sales ops, manager.
- 4
Tracking
Progress is tracked in real time with alerts on delays and blocking dependencies.
FAQ
What types of tasks are created automatically?
Follow-up calls, dispute validations, document submissions, payment promise tracking, management escalations — any action related to collection.
Do tasks integrate with our existing tools?
Yes. Billabex tasks can be synchronized with your project management tools and CRM through our integrations and API.
How are priorities managed?
The agent prioritizes by amount, debt age, configured SLA and estimated cash impact. Managers can manually adjust priorities at any time.
Other capabilities
Customer email follow-ups
Our agents handle the full reminder lifecycle, from preventive nudges before due date to post-due follow-ups, with the right tone at the right time.
Smart case routing
The agent analyzes each case and routes the invoice to the right contact automatically.
Adaptive collection intelligence
An autonomous agent that learns from context and dynamically adjusts reminder plans to maximize outcomes.
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