01 · A practical approach
The Otematik approach
Pause collection reminders on a disputed amount and route a documented case to the finance team.
02 · From input to review
The workflow
Required information
A B2B invoice is nearing its due date without an assigned collection follow-up.
What the AI assesses
Confirm the outstanding balance, schedule follow-up under policy and record contact history.
03 · OTEMATIK AI
What your team receives
Deliverable: Due-date collections queue. Success metric: Overdue receivables balance.
Implementation scope and requirements
Authorization, approval steps and exception owners are agreed with your team during setup.
Product-wide scope and access conditions
Message consent, channel policies and personal-data processing requirements are checked during setup.