Chasing 200 Overdue Invoices?
Ari Prioritizes and Escalates.
LedgerUp ranks overdue accounts by aging, amount, and risk — runs multi-touch escalation sequences automatically — and flags the accounts that need a human before they hit 90 days.
Manual chasing vs prioritized escalation
When your AR team chases invoices from a spreadsheet, the loudest account wins. Here is what changes when an AI agent works the queue.
Without automation
- AR team works the aging report top to bottom — high-risk accounts wait their turn
- Every follow-up is a one-off email someone has to remember to send
- Escalation happens when someone notices, usually past 60 days
- No record of who was contacted, when, or what they said
- Enterprise accounts on net-60 quietly drift to 90+ days
With LedgerUp
- Every overdue invoice ranked by aging, amount, and payment-behavior risk
- Multi-touch sequences run automatically — personalized, not batch-blasted
- Escalation triggers fire on your rules: aging bucket, dollar threshold, customer tier
- Full outreach history logged per account, visible to your team in Slack
- High-risk accounts flagged for human attention before they hit 90 days
How collections escalation works
From aging report to prioritized, escalating outreach — without adding AR headcount.
Ari builds a live prioritized worklist
Instead of a static aging report, Ari ranks every overdue invoice continuously — weighing days overdue, invoice amount, customer payment history, and open disputes. The queue reorders itself as payments land and invoices age.
Outreach runs automatically down the list
Ari works the queue with personalized follow-ups — referencing the invoice, the contract, and prior conversations. High-priority accounts get outreach first; low-risk small balances run on a lighter cadence so nothing is ignored.
Escalation triggers fire on your rules
When an account crosses a threshold — 45 days overdue, $10K+, or two unanswered touches — Ari escalates: looping in additional stakeholders on the customer side, tightening tone, or both. Escalation paths are configurable per customer tier.
Humans get the accounts that need judgment
Accounts that stay unresponsive or show risk signals get flagged to your team in Slack with the full history: every touch, every reply, invoice and contract context. Your team steps in for the 10-20 accounts that need a call, not all 200.
Works with your existing stack
LedgerUp connects to the tools you already use — no migration required.
Collections escalation use cases
How B2B finance teams run escalation with LedgerUp.
Net-60 Enterprise Accounts That Pay Late
Enterprise customers with long terms and slow AP processes need structured, professional escalation — not louder emails. Ari references POs and contract terms, and works through AP before escalating to business contacts.
A net-60 account gets a day-55 courtesy notice, day-60 due notice to AP, day-75 escalation referencing the PO, and a day-85 Slack flag to your AR lead — before it ever hits 90.
High-Volume, No Dedicated AR Staff
Teams with hundreds of monthly invoices and no dedicated collections headcount let Ari run the entire outreach layer, with a founder or controller only touching flagged exceptions.
A 60-person SaaS company runs 300 invoices a month through Ari; a human reviews roughly a dozen flagged accounts weekly in Slack.
Risk-Based Prioritization
A $50K invoice at 20 days from a customer who has never paid late is lower priority than an $8K invoice at 35 days from an account showing churn signals. Ari weighs behavior, not just aging.
An account that historically pays at day 32 doesn’t trigger escalation at day 31 — but an account that suddenly breaks its payment pattern gets flagged early.
Escalation is one piece of collections
Ari owns the full overdue-invoice workflow end to end.
Dunning sequences
The structured outbound sequences that run before and during escalation.
See dunning automationDSO reduction
How prioritized collections translates into DSO under 30 days.
See DSO reductionCollections automation
The full collections product: outreach, reply handling, cash application, and reporting.
See collections automationCollections escalation FAQ
Common questions about automating collections escalation with LedgerUp.
How does Ari decide which invoices to chase first?
Ari ranks the queue continuously using days overdue, invoice amount, the customer’s payment history and behavior patterns, and open items like disputes or short-pays. You can pin rules on top — for example, always prioritize invoices over $25K — and Ari handles the rest.
Can escalation loop in people on the customer’s side?
Yes. Escalation paths can add stakeholders beyond the billing contact — the procurement team, the project sponsor, or the executive who signed the contract — with professional messaging that references the original agreement rather than generic pressure.
When does a human get involved?
On your rules. Typical setups flag accounts to Slack when they cross 60-75 days, exceed a dollar threshold with no response, or show risk signals like a broken payment pattern or an unresolved dispute. Your team works a short exception list instead of the whole ledger.
Does this replace our AR team?
It replaces the manual chasing, not the judgment. Ari handles the repetitive outreach and tracking for every account; your team handles negotiations, payment plans, and relationship calls for the accounts Ari flags. Customers report saving 30-40 hours a month of manual AR work.
What systems does it work with?
Ari reads invoice and payment status from Stripe, QuickBooks, NetSuite, Sage Intacct, and Xero, pulls customer context from HubSpot or Salesforce, and surfaces everything to your team in Slack. Status syncs back so your ERP remains the source of truth.
How do you measure whether escalation is working?
LedgerUp tracks DSO, aging-bucket movement, response rates per touch, and time-to-resolution per account. Customers cut DSO by 35% on average — one team went from 99 to 39 days.
How long does implementation take?
Most teams are live within a week: connect billing and CRM, define escalation tiers and thresholds, review Ari’s first sequences, then let it run. No engineering resources required.