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.
Resultat:
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.
Les principaux impacts négatifs :
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.
AVANT / APRÈS
Ce qui change avec 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
ÉTAPE 1 : AI agent setup
Create a dedicated recovery agent in Swiftask. Define the delay thresholds and the desired tone for follow-up messages.
ÉTAPE 2 : Connect your Alegra account
Connect Swiftask to Alegra via our secure integration to allow real-time reading of billing data.
ÉTAPE 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.
ÉTAPE 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.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-alegra@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.
À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.
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 applique des standards de sécurité enterprise pour vos automatisations alegra.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Key performance indicators
| Métrique | Avant | Après |
|---|---|---|
| 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 |
Passez à l'action avec alegra
Reduce your Days Sales Outstanding (DSO) and free your accounting team from repetitive follow-up tasks.