FinanceOps
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First-party collections, from first contact to final resolution

Recover More.
Keep the Relationship.

FinanceOps connects collections from account prioritization to customer outreach, payment, and reconciliation. Customers get clear answers and approved ways to pay. Your team sees the account through resolution.

1.5% of what FinanceOps recovers. You pay only when your customers pay.

A robotic hand reaching toward a human hand
$400M+
Recovered across customer portfolios
Up to 70%
Recovery on eligible portfolios
90%
Lower operational costs in a published deployment
Trusted across industries
Enamel Dentistry
Deferit
Fig
Karat
NFTC
City of Barrie
Cornerstone Caregiving

Trusted by financial services, healthcare, utilities, government, and consumer businesses managing high volume receivables.

The bridge

Collect the Balance.
Care for the Customer.

Every reminder, call and payment plan is built to recover the balance and keep the customer. You recover more. Customers feel heard. The relationship stays intact.

Collections

Recover the Balance

Prioritize who to reach, follow up at the right time, take payments and track every promise.

The bridge

FinanceOps

One conversation that recovers the balance and keeps the customer.

Customer experience

Keep the Customer

Clear answers, plans people can keep, and a person who steps in when it matters.

1.5%
of collections

Pay Only When You’re Paid.

Let Agentic AI handle the follow-up. Pay a 1.5% success fee only when your customers pay.

02
How FinanceOps works

One workflow. Two ways to run it.

FinanceOps AI collections software connects the full recovery journey. Your team sets the strategy. AI handles approved work and routes cases that need human judgment.

Best for everyday accounts

Autopilot

AI runs approved routine collections from follow-up through resolution. FinanceOps does the work.

  • Prioritizes who needs attention and how to reach them.
  • Answers balance questions and offers approved plans.
  • Takes payments, follows promises, and updates your systems.
  • Customers get timely, clear help.
Best for sensitive, complex, or high-value accounts

Copilot

AI guides your collectors live. Your team leads.

  • Shows the account and conversation history.
  • Flags hardship, sentiment, and cases that need care.
  • Suggests a response and approved payment plan.
  • Customers speak with a person who knows their story.
Proven portfolio results

Results from real collections work

These published case studies show outcomes from specific deployments. Each portfolio and result is different.

Los Angeles Federal Credit UnionCredit union
65%
reduction in delinquency

LAFCU used FinanceOps to reach members earlier and resolve past-due balances.

SkyOne Federal Credit UnionCredit union
8x
more payments processed

SkyOne scaled payment recovery while reducing collection costs.

Enamel DentistryDental
90%
fewer 120+ day delinquencies

Enamel connected patient support and collections to improve recovery on aged balances.

Fits your operation

Your rules. Your systems. A clearer view.

When a customer responds, promises or pays, your team sees it and knows what's next.

Your systems feed FinanceOps, which follows your rules and shows your team when customers respond, promise or pay
Your systems
  • Account data
  • Communication
  • Payments
Your rules
  • Contact strategy
  • Payment options
  • Human review
  • Account history
What your team sees
  • Responded
  • Promised
  • Paid

Recover more. Keep every customer.

Credit unions, lenders and dental practices already collect with FinanceOps. See how it fits your portfolio.

In just 14 weeks, we collected $2.7M, prevented $14M from reaching 60+ day delinquency, and cut non-fraud charge-offs by 50%, with minimal manual intervention. At a 1.5% success fee, the ROI speaks for itself.
Los Angeles Federal Credit Union
Art Sookazian
Vice President, Collections & Risk Management
Who we serve
Built for your industry

Collections for Every Industry.

BanksRecover consumer and card balances under your brand, with every action logged.Learn more →
Credit UnionsReach members earlier and resolve past-due balances while protecting the member relationship.Learn more →
Fintechs and LendersScale collections across fast-growing loan books without adding headcount.Learn more →
UtilitiesFollow up on overdue bills with clear payment options before service issues escalate.Learn more →
HealthcareCollect patient balances with plain-language answers and HIPAA-compliant workflows.Learn more →
Dental PracticesRecover insurance and patient balances in your practice's name, so patients keep coming back.Learn more →
B2B Finance TeamsChase overdue invoices automatically and keep client relationships intact.Learn more →
Compliance
Security and compliance

Compliance Before Contact.

FinanceOps Agentic AI screens every outbound action against applicable requirements and your internal policies before it is sent.

38msMedian compliance screening time.
48M+Customer actions screened.
0Recorded compliance violations since 2023.
Independently audited
GDPRAICPA SOC 2PCI DSS CompliantHIPAA Compliant
FAQs

Questions
buyers ask

AI collections software uses account information and configured workflows to manage follow-up on past-due balances. FinanceOps connects outreach, customer conversations, payment options, payment collection, follow-up, and account updates.

Autopilot handles approved routine collections work. Copilot gives human collectors account context and live guidance. Both use the same account history, so customers do not start over when a person takes over.

Your team defines when these situations need review. Configured workflows can pause routine follow-up and route the account to a person, who can review the conversation before responding.

FinanceOps supports SMS, email, Voice AI, web chat, and payment portals in more than 150 languages. Available channels and languages depend on the deployment and configured workflow.

Your team sets rules for contact strategy, payment options, and human review. FinanceOps records account actions and outcomes so your team can review what happened and why.

FinanceOps connects with account, servicing, communication, and payment workflows. The implementation plan defines the data exchange, integration approach, and where outcomes are recorded.

Book a demo

Carry every account through to resolution.

See how FinanceOps connects collections from first outreach to payment and account update. Autopilot handles routine work. Copilot supports conversations that need your team’s judgment.

1.5% of what FinanceOps recovers. You pay only when your customers pay.

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