Follow-up is spread across inboxes
Manual outreach makes it harder to see what was sent, who owns the next step, and which accounts are drifting.
Product / Dunning Automation
Automate collections follow-up while keeping your team in control.
Ledgewave helps AR teams automate reminders, standardize collections workflows, and keep full visibility into customer communication.
Follow-Up Risk
Manual collections follow-up doesn’t scale.
When follow-up lives in inboxes and spreadsheets, teams lose visibility, consistency, and accountability.
Collector processes vary
Inconsistent communication and escalation practices create uneven customer handling and management visibility.
Reporting lacks activity context
Finance teams need outreach history, promise dates, and account status tied to operational reporting.
Dunning Workflow
Send smarter collections outreach based on real account context.
Automate reminders using invoice status, payment history, customer risk, and collector workflows — not just invoice aging.
Segmented cadences
Create follow-up paths by account type, balance, risk, customer tier, entity, owner, or invoice status instead of using one broad reminder schedule.
Invoice-aware templates
Prepare outreach with the right invoices, balances, due dates, promise context, dispute notes, and account owner details already attached.
Collector review points
Keep automation practical with review, approval, pause, skip, and escalation moments for accounts that need human judgment.
Automation handles
- Queue selection and next-touch timing
- Reminder cadence and escalation sequencing
- Draft preparation from invoice and account context
- Follow-up status, sent history, and promise tracking
Teams keep control of
- Which accounts enter or pause in a sequence
- Customer-specific language, approvals, and exceptions
- Dispute, escalation, and relationship-sensitive handling
- Manager review before critical follow-up moves forward
Standardize Collections Execution
Standardize collections workflows without removing human judgment.
Give collectors automation where it helps while keeping flexibility for disputes, escalations, and customer-specific handling.
Create repeatable follow-up workflows
Build structured outreach processes around account priority, aging, payment behavior, and invoice status.
Keep communication history visible
Track notes, outreach activity, sent history, and promise dates in one workflow.
Improve collector consistency
Reduce process variation and create clearer operational accountability.
Support operational escalation
Identify accounts requiring escalation or additional attention before issues compound.
Operational Memory
Keep every customer interaction and promise visible.
Dunning automation should reduce missed touches without erasing the context that protects customer relationships.
Follow-up history
Keep prior touches, skipped steps, notes, ownership changes, and sent messages visible before the next action goes out.
Promise and dispute context
Track promise dates, dispute status, partial payment notes, and customer-specific exceptions so the next reminder is accurate.
Manager visibility
See which accounts are active, paused, escalated, waiting on review, or drifting without a next action.
Integration Fit
Automation works better when connected to live receivables data.
Outreach logic depends on current invoices, balances, payments, promises, customer contacts, and ownership details.
Data that improves dunning
- Customer, parent account, and contact records
- Invoice status, balance, due date, credits, and disputes
- Payment history, recent cash activity, and promise dates
- Collector owner, region, entity, segment, and escalation status
Launch paths
- ERP and accounting connections for source receivables data
- Email or ESP planning for outreach and response context
- CSV, secure-file, warehouse, API, or webhook paths when needed
- Focused launch first, then deeper automation after the workflow is proven
Finance Operations
Built for finance and AR teams.
Ledgewave supports workflows built around the systems, teams, and reporting processes collections already uses.
Built around
- Existing ERP and accounting systems
- Collections teams and leadership
- Invoice-level visibility
- Operational reporting
- Forecast and payment timing reviews
What teams typically improve
- More consistent collections execution
- Better visibility into outreach activity
- Reduced manual follow-up coordination
- Improved collector accountability
- Stronger escalation management
- Better alignment between operations and finance
Use Cases
Common collections automation workflows.
Reminder cadence management
Standardize outreach timing, sender rules, approval moments, and escalation sequences across the receivables book.
Priority-based collections workflows
Align follow-up intensity with account importance, balance, aging, risk, customer tier, payment behavior, and relationship context.
Shared operational visibility
Keep finance and collections teams aligned around customer activity.
FAQ
Common dunning automation questions.
Does automation remove collector control?
No. Ledgewave helps teams structure workflows while maintaining operational flexibility.
Can workflows be customized?
Yes. Teams can align workflows with operational processes and customer requirements.
Is this email marketing automation?
No. Ledgewave is designed specifically for operational receivables and collections workflows.
Automate collections follow-up without losing visibility.
See how Ledgewave helps AR teams automate reminders, improve collections consistency, and reduce manual follow-up work.