Move collections from firefighting to a steady, friendly rhythm, with AI drafting the messages and your team keeping the relationship.
Late payments tie up working capital, and manual follow-ups eat the time your team needs for harder conversations. This deck shows how AI can draft and schedule the routine messages, and gives you the documents to roll it out.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on AI for accounts receivable follow-ups. It includes reminder prompts, late-payer templates, an SOP, a checklist and a six-step rollout, plus slides on team and customer concerns. It suits AR, credit control and finance teams.
The deck starts with the old way of AR follow-ups and the cost of delays beyond late payments, then asks whether your collections process feels like firefighting. It contrasts reactive and proactive AR, and describes AI in AR in practical terms.
Chapter 3 profiles several AI collection approaches, from agent platforms to voice agents and invoice-reminder tools, with a before-and-after comparison. They are presented as vendor-reported examples to help you picture what is possible. Chapter 4 follows six steps: assess your current process, define goals, choose a solution, prepare data, pilot and train, then scale and monitor.
The toolkit chapter is the most usable part. The prompt pack covers a friendly reminder seven days before due, a firm follow-up at 14 days overdue and an SMS payment confirmation. Templates include a first-time late payer email and a payment plan script for voice agents. Two further chapters tackle the worries people actually have: will AI replace my team, will it harm customer relationships, is it too complex, and what about data security.
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Present the cost-of-delay slides and the before-and-after view, then propose a pilot using the six steps.
Use the prompt pack and templates as a practice session: have each person adapt a reminder for a real customer segment.
Read the concerns chapter and the SOP to see how AI and human judgement are meant to share the work.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit the prompts and templates to your tone and terms. The prompt pack starts on slide 31.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not financial, legal or compliance advice. AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of AI for Finance and Admin Professionals, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Mastering Compliance Red Flags with AI; AI Guardrails for Sensitive Data; AI for Expense Categorization Review; Board Note Drafting Support with AI; Budget Narrative Drafting with AI; Finance FAQ Assistants with AI; Policy Interpretation with AI; Spreadsheet-to-Insight Workflows with AI; Variance Analysis Summaries with AI.
Both. The old-way versus AI chapters and the concerns chapter work in a team meeting, and the prompts, SOP and checklist are practical material for whoever runs collections.
No. A full chapter argues that AI augments people: it handles routine reminders and scheduling so the team can focus on relationship-sensitive conversations.
Use them as starting drafts. Adjust the tone, payment terms and legal wording for your business and region, and have a person review every AI-generated message before it is sent.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, for example one follow-up message to automate and a date to review the results.
Bodhih Training delivers live corporate programmes on finance operations, customer communication and practical AI use.
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