Invoice follow-up for vocational training providers
A training provider is paid late and by multiple payers: OPCO funding bodies under subrogation, the Caisse des Dépôts for CPF, companies waiting for the completion certificate. The agent tracks each funding file under its own rules and chases with the required documents already attached.
In your day-to-day
- 01
Chasing OPCOs on subrogated files, with the completion certificate and attendance sheets attached.
- 02
Tracking company balances conditional on course completion, chased as soon as the certificate is issued.
- 03
Detecting files where payment is blocked by a missing document, flagged to your team before any reminder goes out.
How it works
- 1
Plugged into your invoicing
The agent reads your existing tool — invoicing, accounting, ERP — with no migration and no double entry. It knows every invoice, its due date and its history.
- 2
Written reminders, not templates
Each reminder is written for that client: friendly for a good payer one week late, firm and documented by the third notice. You approve the policy once; the agent applies it.
- 3
Escalation and audit trail
Sensitive account, dispute, large amount: the agent hands over to a human with full context. Every action is logged, every euro recovered is attributed.
Typical results
-30%
average collection delay, typical order of magnitude
100%
of overdue invoices chased, no exceptions, no oversights
0 h
of human time on first-level reminders
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Chasing an OPCO is not like chasing a client — does the agent know the difference?+
Yes: each payer type has its own circuit — OPCO platform, file reference, required documents — and the agent follows the one that applies. A corporate client gets a commercial reminder; an OPCO gets a documented file follow-up.
What about CPF, where payment depends on the Caisse des Dépôts?+
The agent watches file statuses in EDOF — course entry, exit to declare, service-completion confirmation — and flags whatever is blocking the payment trigger on your side, not on the Caisse’s.
Will the agent upset my clients?+
That is exactly what it prevents: tone is calibrated to the client’s history and how late the invoice is, and you approve the reminder policy before go-live. A good client one week late gets a friendly nudge — not a formal notice.
What happens when a client disputes an invoice?+
The agent detects the dispute, pauses the reminder sequence and hands the case to whoever you designate, with the full history. It never negotiates on its own.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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