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    Use-case library
    Lead-to-Cash

    Collections Prioritization & Dunning

    Score overdue accounts and propose outreach to compress DSO.

    AgentProcess orchestratorCash / Working CapitalRevenueMedium effortAgenticCFOPartner / MD
    What changed

    Agentic collections now scores each overdue account by risk and recoverability, drafts the right dunning message for the situation, and sequences outreach — moving collectors from working a flat aging list to working the highest-impact accounts first.

    Value realized on KokoAI
    DSO
    70 → 58 days
    lower is better
    Recurring impact
    $21M/yr
    run-rate benefit
    Cash freed
    $164M
    one-time working-capital release
    Payback
    3 months
    ≈ 11,000 hrs/yr reclaimed

    DSO 70→58 on the $980M AR book frees ≈$164M of cash one time (12 days × ≈$13.7M/day). Recurring ≈$21M/yr = ≈$8M yield on the freed cash + ≈$13M less write-off as the 90+ bucket ($30M) is worked down.

    Run this in Claude on KokoAI's data

    Opens your own Claude with the prompt and KokoAI's overdue accounts receivable pre-loaded as text — no upload, no setup. Tailor it live to your own numbers.

    Synthetic KokoAI figures — a demo fixture, not audited or a guarantee

    Try it

    Illustrative demo

    KokoAI's $980M AR book, DSO 70. The agent ranks overdue accounts, drafts dunning, and holds disputes — targeting DSO 58. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    How many highest-impact overdue accounts to work first.

    Run live in Claude
    Sample data

    Overdue Accounts Receivable (synthetic sample) — grab the one-pager PDF (the ROI, the data, and the prompt on one sheet) to share or keep, or the raw CSV / Markdown to drag into Claude or Microsoft Copilot. The prompt hand-off above already includes the same data as text.

    Synthetic KokoAI demo data — not audited

    Run it on your own document

    Drop a PDF, Excel, Word, CSV, or text file (e.g. a 10-Q, an AR aging, an invoice register) and we'll run this use case on it. Your file is read in your browser and never uploaded — only the extracted text goes into your own Claude or Copilot.

    Choose a file or drop it herePDF · XLSX · DOCX · CSV · TXT · up to 15 MB

    Read in-browser · not uploaded · 10-Q/10-K trimmed to financials + MD&A

    Workflow

    1. 1.Score open receivables by overdue risk, balance and customer history.
    2. 2.Segment accounts into outreach strategies (gentle reminder → escalation).
    3. 3.Draft tailored dunning communications per segment.
    4. 4.Sequence and schedule outreach; track promises-to-pay.
    5. 5.Flag disputes and route them to the dispute workflow.

    Prompt / agent recipe

    Given the attached AR aging and customer payment history, rank overdue accounts by expected recovery impact. For the top [N], propose an outreach action and draft the message in the right tone for the relationship and overdue stage. Flag any account with an open dispute for separate handling.
    Try in Ask KokoAI
    Controls required
    • Customer-facing messages reviewed before send (or capped to low-risk tiers)
    • Credit policy and tone guardrails enforced
    • Dispute accounts excluded from automated dunning
    • PII handling and communication audit trail
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