Case Study · Healthcare

Automating Receivables and Administrative Follow-Ups

A staged automation workflow for an accounts receivable team. Receivables tasks are identified, follow-up communications are prepared and exceptions are reviewed, with approval checkpoints keeping people in charge of every action.

Workflow AutomationAccounting IntegrationDocument Processing
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Summary

At a glance

Client
Healthcare and professional services organisation: accounts receivable team
Industry
Healthcare
The problem
The accounts receivable team had to chase outstanding items, review incoming information and maintain manual follow-up records.
What we built
A staged automation workflow supporting the identification of receivables tasks, communication preparation, exception review and operational oversight, while retaining approval checkpoints.
Systems and technology
MYOB, Email integration, Rules engine, API workflows
Results
  • Consistent More consistent follow-up processes.
  • Less admin Reduced repetitive administration.
  • Visible Improved visibility over outstanding work.
  • Approved Better separation of automated suggestions and approved action.
Client Context

Healthcare and professional services organisation: accounts receivable team

A healthcare and professional services organisation whose accounts receivable team chased outstanding items by hand.

The Challenge

What needed to change

The accounts receivable team had to chase outstanding items, review incoming information and maintain manual follow-up records.

The Solution

What we built

A staged automation workflow supporting the identification of receivables tasks, communication preparation, exception review and operational oversight, while retaining approval checkpoints. Connected to MYOB and email.

Receivables tasks

Outstanding receivables identified as tasks.

Communication preparation

Follow-up communications prepared for the team.

Exception review

Exceptions surfaced for a person to review.

Approval checkpoints

Automated suggestions kept separate from approved action.

Oversight

Visibility over outstanding work.

Built with:
MYOBEmail integrationRules engineAPI workflows
Results

What changed

Consistent More consistent follow-up processes.
Less admin Reduced repetitive administration.
Visible Improved visibility over outstanding work.
Approved Better separation of automated suggestions and approved action.
Similar Project?

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Kasun Wijayamanna, founder of HELLO PEOPLE

Kasun Wijayamanna, founderYou deal with Kasun from scope to delivery. No account managers and no offshore handoff.