Product build · Finance automation

Improve cashflow with intelligent, automated invoice recovery.

Recoups runs invoice recovery end to end: a voice AI agent that handles inbound and outbound calls, chases across email, SMS and WhatsApp, and completes the next step itself—booking the call back, sending the payment link, updating the CRM or transferring to a person.

Business context

Revenue is not useful cashflow until invoices are paid. Yet recovery often depends on spreadsheets, calendar reminders and individual persistence. As the ledger grows, finance teams spend more time deciding who to contact, reconstructing previous conversations and chasing the same predictable steps.

Recoups was built to make invoice recovery systematic: prioritise the work, automate the routine communication and keep every account, action and exception visible.

The operational challenge

Every overdue account has context. Some need a simple reminder, some need a different channel and others require a person to intervene. The system must move routine cases forward without losing tone, history or control—and make the highest-value next actions obvious to the team.

Why the existing approach was insufficient

Spreadsheets and inbox flags record isolated tasks; they do not create a recovery operation. Basic reminder tools send messages on a schedule but rarely give the business one view of priority, contact history, response state, promises to pay and exceptions needing attention.

What Megabite designed and built

Megabite designed Recoups as a complete recovery operation: a prioritised work queue, configurable contact sequences across email, SMS, WhatsApp and phone, and a voice AI agent that takes calls in both directions—following up an overdue account, and answering when the customer rings back.

The difference from a reminder tool is that the agent can finish the job. Within the rules the business sets, it can book an appointment or call back, generate and send a payment link, update the account record and CRM, and transfer a live call to a person when the conversation needs one. Sequences run in the company’s own branding and tone.

Routine follow-up progresses automatically. Responses, disputes, high-value accounts and sensitive exceptions are surfaced for human judgment. Finance teams gain consistency without surrendering control.

Major system components

  • Inbound and outbound voice AI agent
  • Email, SMS, WhatsApp and phone sequences
  • Appointment and call-back booking
  • Payment link generation and delivery
  • Live call transfer to a person
  • CRM and account record updates
  • Accounting-system invoice sync
  • Prioritised recovery work queue
  • Configurable timelines and escalation rules
  • Branded agent voice and tone
  • Contact, activity and response history
  • Management cashflow dashboard

Operational outcome

Recoups is designed to increase the pace and consistency of invoice recovery, reduce the administration surrounding payment chasing and help businesses convert outstanding revenue into cash sooner.

It demonstrates how Megabite combines workflow design, applied AI, multi-channel communications, dashboards and human oversight to improve a commercially critical process.

Interface gallery

Related capabilities

Business automation, applied AI, reporting dashboards, invoice recovery, multi-channel communications and exception handling.

Put predictable cashflow work on a system.

Megabite can design the prioritisation, communications, oversight and human escalation needed to make invoice recovery more consistent and visible.

Book a 20-minute fit call or tell us what is slowing the team down.