OneStop Collection Agent 2.0

OneStop Collection Agent is an all-in-one platform for managing the collections lifecycle—from early reminders to late-stage recovery—designed to help finance and operations teams improve cash flow while preserving customer relationships. It centralizes customer and invoice data, automates outreach with configurable workflows, and gives agents a prioritized queue and clear next steps to work cases efficiently and compliantly.

Key capabilities:

• Unified account view: Consolidate invoices, payment history, interactions, and notes in one place.
• Smart workflows: Automate reminders, escalations, and case routing based on rules and risk.
• Omnichannel communication: Use templates and log outreach across email, SMS, and phone.
• Payment options: Offer secure payments and flexible plans to reduce friction at checkout.
• Compliance-friendly tools: Track consent, apply do-not-contact flags, and maintain audit trails.
• Reporting and analytics: Monitor aging, recovery rates, promises to pay, and agent productivity.
• Integrations: Connect to existing CRM, ERP, or accounting systems via APIs and standard connectors.
• Role-based access: Control permissions and protect sensitive information.
• Cloud-first experience: Fast setup with a responsive interface for desktop and mobile.

Who it’s for:

• In-house collections teams seeking a streamlined, consistent process.
• Agencies needing scalable workflows and clear performance insights.
• Finance leaders looking to shorten DSO while maintaining respectful, transparent communication with customers.

OneStop Collection Agent is developed by Business I.T. Systems Ltd. The most popular version of this product among our users is 2.0.