The chasing happens whether or not anyone has time.
Back office is the work that has no deadline until it becomes a problem. knot chases what is owed, follows up what was never answered, and reads what arrives so a person is not retyping a document into a system at nine at night.
The chasing only happens when someone remembers to do it.
An invoice goes unpaid for six weeks because the person who would chase it has a full week of actual work. A supplier never replied and nobody noticed. The file arrived, but as four photos in a WhatsApp thread.
Chase what is unpaid
Follows an invoice on a schedule you set, in your tone, and stops the moment it is settled or someone says stop.
Follow up suppliers
Notices the quote or confirmation that never came back and asks again, rather than waiting for someone to spot the gap.
Read what arrives
Classifies and checks documents against the list they were meant to satisfy, including the ones that arrive as phone photos.
Build the checklist
Works out which documents this entity, job or customer actually needs, then requests them in one message instead of five.
Keep the audit trail
Logs every message, every disclosure and every hand-off, with the AI identified, in the form the reviewer needs.
The same mechanism, in your trade's own words.
Two businesses in the same sector run the same software with different data in it. What changes between trades is the vocabulary, the rules and the agent's name.
- banking_finance.teamVera
Banking & finance
Vera collects the KYC file, chases what is missing inside the consent rules, and produces the register the compliance officer signs.
See the team - automotive.teamOtto
Automotive
Otto gets the work authorisation agreed in writing before a spanner is lifted.
See the team - restaurants_hospitality.teamAyra
Restaurants & hospitality
Ayra takes the deposit and the card hold on a group booking without a manager chasing it.
See the team
- Will it hassle our customers?
- It follows the frequency you set and it stops when someone asks it to, permanently. Where a channel has its own rules, such as WhatsApp's 24-hour window and approved templates, it works inside them rather than around them. Chasing that annoys people costs you more than the invoice.
- Does this replace our bookkeeper or our accountant?
- No, and we would not sell it that way. It does the chasing and the collecting so the qualified person spends their week on the judgement calls rather than on asking a customer for the same document a fourth time.
- What if a document comes in badly?
- That is the normal case, not the edge case. Four photos of a passport at an angle in a WhatsApp thread is what actually arrives, so the agent is built to read that and tell you what is still missing.
More in the questions glossary.
- Front of houseAnswer, qualify and book every enquiry
- You are hereBack officeInvoices chased, suppliers followed, files read
- RetentionRecalls, reminders and dormant customers
- Connected dataAnswers drawn from every system, not one
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