Every invoice, followed until it's paid.

Daniel, your AI collections agent, keeps every account moving without straining the relationship.

  • Every invoice followed from issued to paid.
  • Reminders tailored to each customer, sent on time.
  • Disputes settled early, cash flow kept steady.
Book a demo
Collected todayLive
$4,850
Halstead SupplyINV-2043 · $9,80012d overdue
Summit HardwareINV-2039 · $3,15012d overdue
Vanguard TradeINV-2027 · $1,70012d overdue
Nudged each account — relationship-aware, on time.
Live
Built for your systems

Runs on the core systems you already have.

Daniel sits on top of your existing stack, no rip-and-replace, reading and writing your AR ledger, invoices, and payments.

SAPMicrosoft Dynamics 365NetSuiteEpicor
any system you already run
How Daniel works

Collections done right, customer by customer

Each account gets the follow-up it actually needs.

  • Outreach adjusted to how each account pays
  • Escalations raised at exactly the right moment
  • Partial payments and short-pays reconciled automatically
Collected today
$0
Daniel
Collections
Halstead Supply
12d overdue
$9,800
Summit Hardware
8d overdue
$4,200
Vanguard Trade
21d overdue
$6,400
Crestview Supply
5d overdue
$2,650

Every invoice and its status in one live view, synced to your core systems.

Northbeam/Receivables
Synced toSAP

Receivables

6
InvoiceAccountBalanceStatus
DanielHalstead SupplyReminder sent · Net 30 · Daniel · just now$9,800Paid
INV-2039Summit HardwareGentle nudge · 2m ago$3,150Paid
INV-2027Vanguard TradeFollow-up call booked · 18m ago$1,700Promised
INV-2018Ironline BuildersSecond reminder · 1h ago$6,240Overdue
INV-2011Crestview DepotPaid in full · 3h ago$2,145Paid
INV-2004Bayline ToolsEscalation drafted · Yesterday$12,300Overdue
ISO 27001SOC 2 Type IIGDPR

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.

Visit our trust center