Tarification

Recover failed Helcim payments automatically

Swiftask detects Helcim transaction failures instantly. Your AI agent takes over to contact customers and secure your revenue.

Resultat:

Reduce involuntary churn and optimize cash flow without manual effort.

Failed payments cost your business money

A failed payment on Helcim is often a lost sale due to lack of proactive follow-up. Accounting teams are overwhelmed by manual reminders, and customers often don't know their payment details are outdated.

Les principaux impacts négatifs :

Direct revenue loss: Every unrecovered transaction directly impacts your net income and customer retention rate.
Ineffective follow-up processes: Generic emails are often ignored or marked as spam, making manual recovery laborious and inefficient.
Friction in customer experience: A customer who doesn't receive help updating their payment info is likely to turn to a competitor.

Swiftask transforms your Helcim payment failure management. The AI agent identifies failures, analyzes the reason, and triggers a personalized, multi-channel recovery path to maximize success rates.

AVANT / APRÈS

Ce qui change avec Swiftask

Manual rejection management

Your accountant checks Helcim failures daily, exports lists, and manually sends follow-up emails. Processing delays are long, and personalization is non-existent.

AI-driven recovery

As soon as a payment fails on Helcim, Swiftask triggers an intelligent workflow. The customer instantly receives a personalized message with a secure link to update their banking info.

4 steps to automate your Helcim recovery

ÉTAPE 1 : Connect your Helcim account

Integrate your Helcim data with Swiftask via our secure connector. No complex code is needed to sync your transactions.

ÉTAPE 2 : Define your recovery strategy

Create a dedicated recovery AI agent. Set recovery rules: tone, channels (email, SMS, Teams), and frequency of messages.

ÉTAPE 3 : Personalize the customer journey

Configure dynamic messages including the amount due and a direct link to the Helcim customer portal for quick updates.

ÉTAPE 4 : Launch and optimize

Activate the workflow. Track your payment recovery rate in real time and adjust the strategy directly in Swiftask.

Advanced features for your payments

The agent analyzes the reason for failure (insufficient funds, expired card, technical error) to adapt the follow-up message accordingly.

Connecteur cible : L'agent exécute les bonnes actions dans helcim selon le contexte de l'événement.
Actions automatisées : Automated personalized email/message sending. Staged reminders based on payment age. Status updates in your CRM. Real-time alerts for your support team.
Gouvernance native : All recovery actions are logged in Swiftask for transparent accounting management.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-helcim@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.

Strategic benefits for your cash flow

1. Increased recovery rate

Thanks to immediate and targeted reminders, you recover a larger share of your lost revenue.

2. Operational time savings

Automate repetitive follow-up tasks and free your accounting team for strategic missions.

3. Preserved customer relationship

Proactive and helpful communication builds trust instead of causing frustration.

4. Compliance and security

The integration respects the highest security standards, ensuring your customers' data protection.

5. Performance analysis

Visualize your key recovery metrics to identify recurring causes of failure.

Data security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations helcim.

Secure authentication: Direct connection to Helcim APIs via secure tokens without storing sensitive data.
Continuous audit: Every recovery message is archived for your compliance and customer history needs.
Granular control: You maintain control over sending rules and can pause reminders with one click.
Robust architecture: A solution designed to support high transaction volumes without latency.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Measurable impact on your business

Métrique	Avant	Après
Follow-up delay	24 to 48 hours	A few seconds
Recovery rate	Low (manual)	Optimized (+25% expected)
Management time	Weekly hours	Zero intervention
Financial visibility	Fragmented	Centralized dashboard

Passez à l'action avec helcim

Reduce involuntary churn and optimize cash flow without manual effort.

Analysez vos transactions Helcim avec la puissance de l'IA

Cas d'usage suivant.