Swiftask connects your AI agents to Alegra to monitor every invoice. Identify overdue payments, follow up with clients, and secure your revenue without manual work.
Result:
Reduce your Days Sales Outstanding (DSO) and free your accounting team from repetitive follow-up tasks.
Manual payment management hurts your cash flow
Tracking payments in Alegra is often a tedious task. Between daily invoice verification, identifying delays, and drafting follow-up emails, your team loses valuable time. Poor management leads to late payments, reconciliation errors, and strained cash flow.
Main negative impacts:
Swiftask automates the tracking of your Alegra invoices. An AI agent continuously analyzes your data, detects overdue invoices, and triggers appropriate follow-up actions, all while updating statuses in your accounting system.
BEFORE / AFTER
What changes with Swiftask
Traditional Alegra management
An accountant manually checks invoices in Alegra every week. They identify those that are late, look up client contact details, draft a follow-up email, and wait for a response. The process is slow, prone to forgetfulness, and disconnected from other tools.
Intelligent Swiftask management
As soon as an invoice passes its due date in Alegra, your Swiftask AI agent is alerted. It analyzes the client profile, generates a personalized message, sends it, and updates the file status in Alegra. Everything is handled instantly and consistently.
Deploy your recovery agent in 4 steps
STEP 1 : AI agent setup
Create a dedicated recovery agent in Swiftask. Define the delay thresholds and the desired tone for follow-up messages.
STEP 2 : Connect your Alegra account
Connect Swiftask to Alegra via our secure integration to allow real-time reading of billing data.
STEP 3 : Define follow-up rules
Program automatic scenarios: for example, a gentle reminder at D+1, a formal follow-up at D+7, and an internal alert at D+15.
STEP 4 : Launch and monitor
Activate the automation. Track recovery performance from the Swiftask dashboard and adjust settings on the fly.
AI analysis and action capabilities
The agent examines the client's payment history, the nature of the invoice, previous exchanges, and the due date to personalize communication.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-alegra@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why automate your tracking with Swiftask?
1. Drastic DSO reduction
Proactive and systematic follow-ups significantly reduce your clients' payment delays.
2. Zero administrative oversights
The AI never misses a due date. Every invoice is tracked with the same rigor, regardless of volume.
3. Improved client relationships
Personalized and contextual follow-ups maintain professional relationships while remaining firm on deadlines.
4. Accounting productivity gain
Free your teams from repetitive tasks so they can focus on financial strategy and analysis.
5. Compliance and traceability
Every step of the follow-up is documented. You have a clear history for every invoice.
Data security and integrity
Swiftask applies enterprise-grade security standards for your alegra automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Key performance indicators
| Metric | Before | After |
|---|---|---|
| Average recovery time | 30 to 45 days | 15 to 20 days |
| Follow-up management time | 10+ hours/week | Less than 1 hour/week |
| Follow-up error rate | High (manual) | Near zero (automated) |
| Financial visibility | Partial | Total and real-time |
Take action with alegra
Reduce your Days Sales Outstanding (DSO) and free your accounting team from repetitive follow-up tasks.