10X Faster: Billtrust Releases New Collections Automation Capabilities

Many finance organizations face a persistent challenge: A bottleneck sits in front of collections operations. Accounts receivable teams are so overwhelmed by the upfront work of invoice delivery and payments processing, that little time and resources remain for downstream activities. As a result, credit and collections often become one of the most neglected financial functions.

Starting now, AI can be used to augment collections efforts.

Billtrust has released a series of new automation features that make collections work 10X faster thanks to Agentic AI and advanced analytics. Now, you can address bottlenecks and take care of every stage in the order-to-cash cycle.

Let’s take a look at our new capabilities.

Collectors Move 10X Faster with Agentic Email ^BETA

Collectors are inundated with emails. What if you could give them a virtual assistant to calm the chaos of the inbox? Now, you can!

Billtrust’s new Agentic Email capability revolutionizes how collections teams manage high-volume email inboxes and complex email workflows by leveraging AI for advanced task recognition and intelligent response generation.

Agentic Email can:

• Intelligent task recognition & summarization: Agentic Email stands apart by automatically extracting and presenting a clear summary of key points and next steps from every email interaction, ensuring collectors always know what actions to take and have all supporting information at their fingertips.
• All the right data, when and where you need it: No more digging through attachments or email chains—Agentic Email brings every relevant detail, document, and context directly to the user interface, streamlining decision-making and response drafting.
• Human in the loop for quality and compliance: While AI powers the heavy lifting, collectors maintain control, reviewing and refining responses to ensure accuracy, compliance, and a personal touch before sending.
• 10x faster email handling time: By automating categorization, task identification, and draft creation, Agentic Email enables teams to handle more cases in less time, reducing turnaround and boosting customer satisfaction.

Agentic Email is launching in BETA format to gather real-world feedback and refine its AI-driven capabilities, giving early adopters a voice in its evolution. As it advances, Agentic Email will learn and adapt to both supplier and buyer preferences for even more personalized and effective interactions.

Disputes Portal Empowers End-to-End Visibility and Management

Managing disputes is a lot easier when you have end-to-end visibility into all the details. This is why Billtrust has enhanced our Collections automation platform with a fully integrated case management system. We call this Cases, our Dispute management portal. It helps our clients centralize case handling and manage disputes with more contextual intelligence and control. The end result: faster resolutions, fewer unnecessary escalations, and customers who are informed through every step of the dispute process.

New Features & Key Benefits

• End-to-end dispute management: When buyers raise a dispute in the Billtrust buyer-facing portal, it flows directly into the Billtrust Collections application. This ensures every case is tracked transparently across the AR ecosystem, making it visible and actionable by all relevant teams.
• Reduce manual effort and errors: Centralize all case activity in one portal, eliminating duplicate work and the risk of missed updates.
• Prevent customer friction: Automatically pause disputed invoices from dunning schedules and other automated workflows until resolved, safeguarding customer relationships.
• Gain complete visibility and control: Track every action, document, and communication related to a dispute from initiation to resolution, improving compliance and accountability.
• Accelerate resolution times: Real-time updates and streamlined workflows help teams resolve disputes faster, improving cash flow and customer satisfaction.

Analytics Dashboards: More KPIs for Collectors and Credit Pros

With 8% of all B2B invoices resulting in bad debt, the effective management of collections and credit functions is essential for maintaining corporate financial health. However, without the right key performance indicators (KPIs), finance leaders are lacking the ability to identify risks. That’s why Billtrust has expanded our Analytics Dashboard with more performance metrics purpose-built for collections and credit functions. This way finance departments can clearly see macro- and micro-level trends, measure their progress, and design more informed plans for continuous improvement.

Collections Analytics & Autopilot

Billtrust’s new Collections Effectiveness Index (CEI) dashboard offers a clear view into collections performance, and when combined with other analytical insight, financial leaders gain predictive intelligence.

CEI measures how much of the collectible AR was collected in a given time period. Unlike other KPIs, it’s a weighted metric. It gives more importance to high-value invoices (versus low-value ones), which helps AR teams view their performance from a more strategic vantage point. Plus, it’s based on a defined timeframe, making it easier to trace progress from month to month. Best of all, the metric is powered by real-time data for instant accuracy and visibility at any time.

New Features & Key Benefits

• Gain clear, actionable insights: Instantly understand how effective your collections process is with industry-standard KPIs like the Collections Effectiveness Index (CEI).
• Proactively mitigate risk: Automated anomaly detection via Billtrust Autopilot flags unusual payment behaviors and trends, so you can proactively address risks.
• Track progress and drive improvement: Monitor key metrics over time, identify areas for optimization, and demonstrate results to stakeholders using detailed and custom reporting generated in Autopilot.

Credit Reviews

Credit evaluations directly impact bad debt and revenue generation—and the more data you have, the better your decision-making. Contextual intelligence is essential. For this reason, Billtrust is now uniting more of our credit and collections data into a single view, giving users new levels of insight and efficiency when assessing creditworthiness. Better still, the new Credit Review features monitor and manage credit on an ongoing basis. The end result is stronger financial control.

New Features & Key Benefits

• Streamline credit and collections: Centralize all credit review actions into one intelligent workflow, including features for adjusting credit limits, blocking/unblocking customers, and requesting documentation – all without switching systems.
• Proactive risk management, powered by AI: Scheduled credit reviews and automated triggers ensure you don't miss a critical risk event, enabling timely intervention and stronger financial control.
• Actionable insights at your fingertips: Make informed decisions with a centralized dashboard and daily task list, reducing manual effort and accelerating approvals.
• Modernize your credit process: Replace fragmented, manual reviews with a connected, automated workflow that improves compliance, reduces payment delays, and supports growth.

Start Anywhere and See Results in 45 Days

With Billtrust, you don’t have to overhaul your entire AR process to see results. Modular solutions let finance organizations begin wherever they need the biggest efficiency gains — whether it’s credit and collections or invoicing, payments, or cash application. Best of all, enterprises can take the Collections solution live in as little as 45 days using Billtrust’s Quickstart option. When you’re ready to go further, additional modules plug into your existing workflows and ERP system, giving you the flexibility to scale into a complete AR automation platform at a comfortable pace for your business.