collectpilot Reviews & Product Details

CollectPilot automates collections end to end for companies that sell on credit. Instead of chasing invoices one by one with spreadsheets and emails, a team of AI agents analyzes the portfolio, decides who to contact first and follows up by WhatsApp, email and phone calls. Customers get a self-service portal to check their statement, pay online or commit to a payment promise, and every payment is matched to the right invoice. It integrates natively with SAP Business One, SAP S/4HANA and SAP ECC through the official APIs, and with other ERPs via API. It works on real debt: payments on account and credit notes are applied first, so already-covered invoices are never chased. Collection workflows can be built from templates, a visual editor or plain language, and tested on real data without contacting any customer. Teams track the portfolio on dashboards with DSO, CEI and aging by group, customer or GL account. Pricing is a fixed subscription with no success fee, and implementation takes 3 to 4 weeks.