Case Study – Collections & Payment Reminders | ezDial.ai

Case Study: Automating Payment Collections

Accounting firm increases collections efficiency while reducing manual calls

Overview

An accounting firm struggled to collect overdue invoices on time. Manual follow-ups were uncomfortable, inconsistent, and time-consuming.

ezDial.ai implemented automated outbound calls for payment reminders, following up on outstanding invoices and handling basic objections, freeing staff to focus on complex cases.

The Problem

Delayed Payments: Many invoices overdue

Manual Outreach: Staff needed to call clients repeatedly

Client Friction: Repetitive calls strained relationships

Resource Drain: Time spent on routine follow-ups instead of accounting work

The ezDial Approach

Automated calls for outstanding invoices and payment reminders
Handles basic objections and timelines through AI conversation
CRM and accounting system updated in real-time
Staff only involved for complex cases or high-value clients

Results

+50%

On-Time Collections

-60%

Manual Calling Hours

Consistent Outreach

Every Overdue Invoice Contacted

Improved Client Relations

Professional, Non-Intrusive AI Calls

Key Insight

Routine collections are better handled by automated AI calls, freeing human staff for complex tasks while maintaining professionalism and consistency.

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