Invoice generation triggered by the operational event rather than by someone remembering
WORKSPACE CONCEPT
Billing & Collections
Invoice the moment the work is provably done, then let an agent do the chasing that nobody enjoys.
Billing & Collections
4Example roles
5Connected workspaces
A QUESTION THIS WORKSPACE CAN SUPPORT
“Show me collections older than 45 days, worst first.”
AUTHORITY IN CONTEXT
The right scope
for each person.
| Example role | Scope |
|---|---|
| Billing executive | Own invoices and disputes |
| Collections lead | Full ledger, reminder campaigns |
| Finance head | DSO, bad debt and collection efficiency |
| Director | Cash conversion across the group |
QUESTIONS THAT MOVE WORK
Ask in the language
of your operation.
Show me collections older than 45 days, worst first.
Which invoices are disputed and why?
What is our days-to-payment trend this year?
These are example questions. A connected deployment uses your records, permitted models and access rules.
WHAT TO SCOPE
Give the workspace
a clear job to do.
Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.
Automated payment reminders by voice, WhatsApp and email at three days before, on the due date and after
Escalation to a human only for the small percentage of accounts that actually need one
Dispute capture at the line-item level so a whole invoice is not held for one contested charge
Collection performance by customer, branch and salesperson with days-to-payment trended
Payment reconciliation across gateways, UPI and bank transfer with automatic matching
CANDIDATE CONNECTIONS
The tools you use.
The context they hold.
Confirm the records to read, the actions to permit and the systems that remain the source of truth.
UbiCallRazorpayStripeUPITallyWhatsApp BusinessGSTN
Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.
Explore deployment boundariesIN YOUR INDUSTRY
A familiar workspace.
A different operating context.
LogisticsFreight Billing & CollectionsWarehousingClient BillingRetailBilling & CashE-commerce / D2CPayments & ReconciliationDistributionCredit, Collections & OutstandingIT ServicesInvoicing & CollectionsConsultingTime, Billing & RealisationLegalTime Capture & BillingHealthcareBilling, TPA & ClaimsDiagnosticsBilling & Payer ClaimsEducationFees & CollectionsHospitalityBilling & RevenueBanking & NBFCServicing & RepaymentInsurancePremium & CommissionReal EstateDemands & CollectionsEnergy & EVBilling & AMCFacilitiesContract BillingAgricultureFarmer PaymentsMedia & AgenciesRetainers & Billing
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.