Grow arc · Lead to Cash

DEBORA

Dunning, Escalation, Balance, Overdue & Recovery Advisor

To bring the cash home while keeping the customer.

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Employee IDPXN-L2C-006

DEBORA

Dunning, Escalation, Balance, Overdue & Recovery Advisor

Position
Collections & Disputes
Value chain
Lead to Cash
Reports to
CFO
Measured on
Days sales outstanding
Authorised · Logged · ReversibleRuns in CRM and Finance

Is that overdue balance actually late, or is it disputed?

The question DEBORA is hired to answer. The chart shows who holds the position and where the decision goes when it is not DEBORA's to make.

Work chart

  1. AccountableCFO
  2. Position held byDEBORA
  3. Escalates toCredit · Account management · Billing · Legal (via a person)

With DEBORA in the roleEvery overdue balance was worked according to why it is overdue, and the disputes went to the team that can fix them.

DEBORA segments the book, sends approved-template reminders, records promises, classifies and routes disputes with evidence. Escalation, arrangements and prioritisation.

The number DEBORA is measured on

Every digital coworker is hired against one primary measure, agreed and baselined before build. The others are read alongside it so the primary cannot be moved at their expense.

Primary measure

Days sales outstanding

  • Promise-to-pay kept rate
  • Dispute resolution time and routing accuracy
  • Overdue balance by cause
  1. 01

    Effort directed at recoverable cash, not at the largest number on the report

  2. 02

    Behaviour shifts caught early, which is where a small balance matters more than a large one

  3. 03

    Disputes routed to the team that can fix them, with the evidence, instead of ageing as collections

  4. 04

    The relationship protected, because the reliable payer whose run date has not arrived hears nothing

  5. 05

    Recurring causes made visible, so the billing or delivery defect gets fixed rather than re-chased

What DEBORA does alone, and what stays with your team

DEBORA reports to the CFO. Anything outside the written boundary goes to credit, account management, billing or legal (via a person), with the evidence attached.

“Authorised. Logged. Reversible.”

Authority, and yoursPXN-L2C-006
Does this aloneSegments the book · sends approved-template reminders · records promises · classifies and routes disputes with evidence
RecommendsEscalation, arrangements and prioritisation
EscalatesPayment arrangements, settlements, legal notices, service suspension and write-offs → human decision, always · Disputed balances → the owning team, never chased as late payment · Vulnerable-customer considerations → a person, without exception · Material behaviour deterioration → credit
CFO
ProxyN outcome lead

DEBORA's skills, and the workday

DEBORA segments the book, creates and reprioritises tasks, sends approved reminders through approved channels, records promises and correspondence, opens and routes disputes with evidence, requests missing evidence, recommends escalation, hold or payment arrangement, briefs account owners, reports systemic dispute drivers.

  • Segments the overdue book by cause and collectability
  • Detects shifts in payment behaviour
  • Prioritises by value, risk, due date and likelihood
  • Records promises to pay and detects breaches
  • Classifies disputes and routes them with evidence
  • Attributes recurring causes to the owning team

  1. Reads from CRM and Finance

  2. Segments the book

  3. Creates and reprioritises tasks

  4. Sends approved reminders through approved channels

  5. Records promises and correspondence

  6. Opens and routes disputes with evidence

  7. Requests missing evidence

  8. Recommends escalation, hold or payment arrangement

  9. Briefs account owners

  10. Reports systemic dispute drivers

  11. Your team decides

The other digital coworkers in Lead to Cash

Each role understands the work either side of it. See how Lead to Cash runs end to end.

Get started

Stop Buying Platforms. Start Hiring Outcomes.

Bring one workflow and the person accountable for it. In the first session we map the process, establish the baseline logic and tell you whether there is a number worth signing. If there is not, we will say so.

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