Financial Ops

Stop chasing payments.
Start collecting smarter.

Plus Labs helps AR teams organize client history, guide payment follow-up, and act with better timing — so collections become more consistent, less manual, and easier to scale.

Talk to us about collections →

Why we built this.

Most collections issues are not caused by a lack of effort. They happen because teams are managing invoice status, client history, payment timing, and communication across too many places. Context gets buried, follow-up gets inconsistent, and money sits uncollected longer than it should.

We built this to reduce that friction and give AR teams a more usable workflow — one that brings together the right information at the right time, so decisions are faster and follow-up is more effective.

The Problem

Collections breaks down when context is fragmented.

AR teams know what is overdue. What they lack is a single place to understand why something is stuck and what to do about it next.

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Generic follow-up

The same reminder gets sent regardless of client history, payment patterns, or the nature of the outstanding balance.

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Inconsistent ownership

Follow-up quality changes depending on who is handling it that day. When the team is busy, things slip through the cracks.

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No unified collections view

Aging, invoice status, client contacts, and email history live in different systems. Getting the full picture takes too long.

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No strategic prioritization

Teams know what is overdue, but not what deserves attention first. There is no signal for risk, responsiveness, or payment behavior.

01 — Collections Memory Layer

Everything your team should know about a client — before they reach out.

For every client, the system brings together what has happened before, what they owe, how they typically respond, and what the risk looks like. Invoice data, email history, KPIs, payment patterns, and client profile are all visible in one place — so your team stops digging and starts acting.

  • Open invoices, aging buckets, and payment history at a glance
  • Full communication timeline with context and notes
  • Client KPIs: average days to pay, responsiveness, risk signals
  • Client profile with billing rules, contacts, and preferences
📋 Client context before outreach
02 — Situational Messaging

Every message reflects the situation — not just the overdue amount.

Messaging is informed by previous interactions, invoice context, and the type of client relationship. The system generates drafts that match the tone, urgency, and specifics of each account — reducing friction and improving response quality without making communication feel robotic.

  • Drafts shaped by past communication and invoice details
  • Tone adjusts based on client responsiveness and history
  • Escalation-aware — language shifts when situations demand it
  • Customizable templates grounded in real client data
💬 Recommended next action
03 — Behavior-Informed Timing

Follow-up that reflects how each client actually pays.

Cadence timing is built from each client's real payment behavior — average days to pay, risk index, and collection strategy recommendations. Instead of arbitrary reminders on a fixed schedule, follow-up adapts to what has actually worked before, and escalation happens based on patterns, not calendar dates.

  • Timing shaped by historical payment patterns per client
  • Risk scoring and collection strategy recommendations
  • Escalation based on behavior signals, not just aging
  • Better timing reduces friction and improves response rates
📅 Follow-up timeline by account
04 — Reduced Friction Workflows

Less back-and-forth. Better preparation before every outreach.

Instead of sending a bare reminder and waiting for the inevitable "can you resend the invoice?" reply, the system prepares the right context before outreach. Supporting documents are attached, common objections are addressed up front, and status notes keep the whole team aligned — so follow-up becomes easier, not just faster.

  • Auto-attached invoices, POs, and statements with outreach
  • Common billing questions addressed proactively in messaging
  • Notes, comments, and status updates built into the workflow
  • Exception handling for disputes, partial payments, and credits
Open invoice view with communication history
This is designed to support how your team already works — not force a brand-new process just to get value. The workflow fits around your existing AR operations and gets more useful over time.

From setup to collections in weeks, not months.

1

Understand

We map your current AR process, identify where context gets lost, and review client payment patterns.

2

Organize

Client profiles, invoice data, communication history, and billing rules are brought together in one connected view.

3

Launch

Guided follow-up workflows go live — with situational messaging, smart timing, and the right context attached.

4

Improve

Timing, strategy, and visibility get sharper over time as the system learns from response patterns and payment behavior.

What Changes

What teams see when collections has better context.

Less manual follow-up
Time spent writing emails and tracking down history is replaced by guided workflows with context already attached.
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Better visibility across accounts
Overdue invoices, aging, client risk, and communication status are visible in one place — not spread across systems.
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More consistent communication
Every client gets follow-up that reflects their situation, regardless of who on the team is handling it that day.
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Faster escalation on risk
Payment behavior signals surface early, so at-risk accounts get attention before they become write-offs.

Tired of chasing the same invoices?

Let's talk about how better client context and smarter timing can improve your collections — without adding headcount.

Start the conversation →