← All case studies
Case Study
Overdue Invoices Flagged Automatically to the Right Salesperson
Cash flow improved with faster collections
The Problem
Overdue invoices were piling up, but no one was tracking them systematically. The finance team would manually check which invoices were past due and then figure out which salesperson owned that account. By the time the right person was notified, weeks had passed. Money was stuck.
What We Built
An automated system that checks for overdue invoices daily, identifies the responsible salesperson for each one, and sends a direct notification to that person via Microsoft Teams. Each salesperson gets only their own overdue accounts — no noise, no confusion. Finance gets a complete overview.
How It Works
The Result
- Overdue invoices flagged within 24 hours
- Each salesperson notified directly — no middleman
- Finance team freed from manual chasing
- Faster collections, healthier cash flow
Want this for your business?
Tell us what keeps repeating in your business and we'll show you what an automation like this would look like for you.