Upload the report
Paidifi reads account, invoice, due-date, balance, and contact data from your CSV, PDF, or invoice export.
From report to first call
Turn the aging report into live conversations in days.
Upload the file you already use. Approve the rules. Paidifi builds the queue, makes natural-sounding calls, and returns every promise, blocker, and exception as a clear next action.
- Input
- CSV, PDF, or invoice export
- Setup
- Days, not a systems project
- Control
- Your policy, your exclusions
01 / Aging report
AccountAgeBalance
Northstar Supply18d$4,120
Bellmont Interiors31d$8,450
Harbor Labs5d$1,980
02 / Approved policy
Voice after email silenceCall window · 9:00–16:30
Calm, direct conversationDisputes hand off immediately
03 / Live AI call
Connected · 02:14
PaidifiIs anything holding up payment on invoice 1042?
CustomerThe approval should clear on Friday.
PaidifiI’ll note Friday and only follow up if it has not arrived.
04 / Operating record
Payment expected FridayNext check · Monday
No handoff requiredTranscript attached
One queue, four clear steps
Simple enough to launch quickly. Controlled enough for finance.
Ready: clean queue
Approve the playbook
You choose the tone, timing, calling windows, exclusions, and moments where the agent must hand off.
Let the agent converse
Paidifi sends reminders, makes natural-sounding calls, listens for the blocker, and asks for a concrete next step.
Use the outcome
Payment commitments update the queue. Disputes and sensitive conversations reach the right person with a concise summary.
Bring the report you use today. We will show where the agent would email, call, and hand off.
Get StartedConversation intelligence
Every call becomes a usable operating record.
The agent converts what the customer said into a status, commitment, follow-up date, and owner that finance can inspect.
Morning voice run86 accounts reviewed
September 18 · Complete
$4,120 · Payment Friday · Check Monday
$8,450 · Statement sent · Review Friday
$1,980 · Pricing dispute · Owner assigned
Control model
The agent operates inside boundaries your finance team sets.
Paidifi does not improvise collection policy. Your team defines what the agent can say, when it can call, which accounts stay excluded, and what requires human approval.
Your team owns
- PolicyWhen follow-up begins, how tone changes, and when outreach stops.
- ExceptionsStrategic accounts, active disputes, credits, and negotiated arrangements.
- ResolutionPayment details, commercial decisions, and customer commitments.
Paidifi operates
- Queue maintenanceRecords stay current and each eligible invoice receives a next action.
- Routine conversationsApproved email and natural voice outreach runs on schedule.
- Outcome routingCalls become commitments, next actions, or contextual handoffs.
Stop outreach at account or invoice level without breaking the rest of the queue.
Keep sensitive stages or message types behind explicit finance-team approval.
Review what was sent, what came back, and why the next action changed.
Every handoff identifies who should act and what they need to decide.
Implementation
Start with a file. Launch a controlled queue in days.
Paidifi begins with the aging report and invoice files your team already produces. No finance-system replacement, developer project, or AI expertise is required.
Portfolio review
Confirm the report, account rules, aging bands, contacts, and exclusions.
Agent approval
Approve cadence, calling windows, conversation guidance, and handoff ownership.
Controlled activation
Start with an agreed segment, listen to outcomes, and expand coverage deliberately.