Credit Control Automation for Agencies & Consultants

Agencies and finance consultancies can package automated credit control as a distinct, high-value service. Clients, particularly those with a high volume of invoices, often lack the dedicated resources for systematic receivables management, leading to inconsistent cash flow and administrative strain. By offering a managed service, your agency provides a clear commercial benefit: disciplined invoice chasing that helps get cash into the client's bank account. You act as their outsourced credit control department, applying consistent process and professional oversight, freeing the client's team to focus on core operations. This moves the relationship beyond project delivery into an operational partnership, creating a source of recurring revenue.

The value to the end client is twofold. First, the direct financial impact of improved payment times on their working capital. Second, the offloading of a time-consuming administrative function to a specialist partner. For your agency, it represents a concrete, productised service that is straightforward to scope and sell. It addresses a universal business need and positions your firm as a strategic partner invested in the client's financial health, not just a supplier of creative or technical work. This deepens the client relationship and increases its longevity.

The AutoSettle platform is the engine for this managed service. It is designed for automated invoice chasing with built-in escalation paths and risk scoring. Once connected to a client's accounting system, AutoSettle identifies overdue invoices and initiates a pre-agreed sequence of communications. The system can be configured to increase the intensity of contact over time and flag high-risk or high-value debts for human attention. This allows your agency to manage the process for multiple clients with high efficiency. Your team's role shifts from manual chasing to strategic oversight, managing the exceptions and escalations that require a human touch, all based on the data provided by the system.

A managed credit control service has two clear phases. The first is a one-off setup project. This involves scoping the client's requirements, connecting AutoSettle to their accounting software, and configuring the specific chase sequences, communication templates, and escalation rules. This foundational work ensures the automation aligns with the client's brand voice and their customer relationships. This phase is typically priced as a fixed setup fee.

The second phase is the ongoing monthly retainer. This covers the continuous management of the system, monitoring its performance, handling any escalations that require human intervention, and providing the client with regular, structured reports on accounts receivable performance. This creates a predictable, recurring revenue stream for your agency and ensures the client receives sustained value from the service. The agency becomes the human in the loop, managing the technology on the client's behalf.

Packaging this capability into a defined offering makes it easier for clients to understand and buy. An illustrative service might include an initial setup fee covering discovery and implementation, followed by a monthly management retainer. The scope would typically involve connecting the accounting system, configuring all chase sequences, and then providing daily monitoring and handling of escalation tasks. Monthly, the agency would deliver performance reports detailing collected funds, outstanding debt, and debtor-day trends. This structure provides clarity for the client and a scalable model for the agency, turning a complex business process into a manageable, productised service that can be sold to multiple clients.

AutoSettle is a live product available for agencies to build services around. The primary integration method is via synchronisation with client accounting systems, which allows the platform to access the necessary invoicing and payment data. This direct link is fundamental to automating the process. Agencies can use the platform in two ways: first, for their own internal credit control to improve their own cash flow and understand the system first-hand. Second, as the basis for a managed client service, where the agency implements and operates AutoSettle on the client's behalf. Branding and white-labelling possibilities are discussed on a product-by-product basis and are not standard.

There are no standard reseller programmes. We work directly with agencies to establish a commercial model that suits the services they intend to offer. This typically involves a setup fee and an ongoing retainer for management, a model you can reflect in your own client pricing. AutoSettle is a web application and is used through its web application; a developer API or MCP (Model Context Protocol) access is not currently advertised.

Whether you are a finance consultancy looking to add a technology-led service or a digital agency seeking to build stronger recurring revenue, managed credit control is a concrete offering. It addresses a direct commercial pain point for many businesses. We can discuss how AutoSettle could fit within your service portfolio, the typical implementation process, and the models for pricing a setup project and ongoing retainer. Contact us to explore how you can package receivables automation for your clients or use it to strengthen your own agency's financial operations.