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How it works

From invoice sync to reconciled cash. In six steps.

Core goes live in 0-1 days. Custom implementations take 1-2 weeks. This is what happens before, during and after go-live, and where the AI agent takes over from your team.

  1. 01

    Connect your ERP and payment provider

    Finero ships native connectors for the major B2B ERPs and payment providers. The implementation team configures the connector, maps customers and invoice statuses, and runs a parallel sync.

    • Core: 0-1 days; custom implementations: 1-2 weeks
    • Bi-directional sync, not nightly CSV
    • Review connector settings before go-live
  2. 02

    Invoices and customers sync into Finero

    Open AR, customer contacts, credit terms and aging move into Finero. Historical payment behaviour is loaded too, so Fin starts with context. Not from zero.

    • Full AR aging available on day one
    • Customer-level credit terms respected
    • Historical promises and disputes imported
  3. 03

    Fin starts chasing. Autonomously

    Fin builds a chase plan per invoice and customer: which channel, which cadence, which tone. Reminders go out via email, SMS and chat. Templates are yours; the timing is the AI's.

    • Multi-channel: email, SMS, chat, phone hand-off
    • Aging-aware escalation ladder
    • Branded as your company, signed as your collector
  4. 04

    Buyers pay on a hosted invoice page

    Every reminder links to a hosted page where the buyer sees their open balance and pays by card or ACH in one click. Through your existing payment provider.

    • Single invoice or full open balance
    • Cards via Stripe, Adyen, Worldpay & more
    • ACH / SEPA / Bacs via bank debit
  5. 05

    Disputes and queries are handled

    When a buyer replies with a question or dispute, Fin classifies the message, summarises it, and routes context to AR, sales or ops, with the action one click away.

    • LLM classification and summarisation
    • Dispute codes applied automatically
    • SLAs on resolution
  6. 06

    Cash is applied back to the ERP

    Settled payments are matched to invoices at the line level (including short-pays and deductions) and posted back to your ERP as cash receipts with a full audit trail.

    • Auto-matching across card, ACH and wire
    • Short-pay & deduction logic
    • Audit-ready reconciliation
Time to value

Rollout timing for your setup.

Core goes live in 0-1 days. Custom implementations take 1-2 weeks.

0-1 days
Core

Connect your QuickBooks or Xero account and payment provider, then configure your collection workflow.

1-2 weeks
Custom implementations

Scope your ERP and payment integrations, configure the collection workflow, and review the setup before go-live.

See autonomous AR invoice collection in action

Book a 30-minute demo with a Finero expert. See how Finero chases, collects, and reconciles invoices end-to-end.

Book a demo