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Data from your current system

AI collection system: receivables management on autopilot

Certeza turns existing company data into prioritization, multichannel follow-up, payment reconciliation, and traceability, with support during implementation.

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Free implementation with a dedicated teamData from your current systemAutomated omnichannel collections
coordinated channels
4+
history per account
Traceable
validation before scaling
Pilot

Certeza key points

01

Multichannel collections

WhatsApp, SMS, email, calls, and other channels coordinated from one operating flow.

02

Data from your current system

A pilot can begin with files or exports; any technical connection is validated before implementation.

03

Dedicated team

Free implementation, guided configuration, and support to activate the operation.

Platform and solutions

Autopilot collections with specialized agents

Certeza is a service-as-software collections platform that runs portfolio management on autopilot: it turns existing data into prioritized actions, coordinated outreach, and clear recovery reports with minimal human intervention.

Prioritized portfolio

Ranks accounts by aging, value, and response signals so the team starts where recovery is most urgent.

Coordinated contact

Activates WhatsApp, SMS, email, calls, and internal tasks as one traceable sequence.

Visible progress

Consolidates activity, promises, payments, and recovery results for finance and management.

Operating view

One view for recovery operations

Live operation

Existing data

ERP, CRM, or accounting system

Omnichannel management

WhatsApp, SMS, email, and calls

Executive reporting

Activity, promises, and recovery

Certeza platform view with portfolio and recovery indicators

Key capabilities

The essential platform and solution elements in one flow

Each module is designed to move portfolio forward: prioritize accounts, contact through the right channel, connect to existing data, and preserve clear evidence of progress.

01
01

Specialized collection agents to run portfolio on autopilot

Segments portfolio, detects accounts that need attention, and orders work by response probability, aging, and value so the operation advances under approved rules.

02
02

Coordinated omnichannel outreach

Orchestrates WhatsApp, SMS, email, calls, and internal tasks so each contact is part of a traceable sequence.

03
03

Data from your current systems

Receives files or exports from the ERP, CRM, or accounting system without forcing the organization to replace core platforms. API connections are evaluated for each source.

04
04

Reports and traceability

Shows activity, effective contact, promises, payments, and progress so management and operations share the same view.

Industry solutions

One collection system, configured for each receivables model

Each solution has its own page because data, obligations, exceptions, and collection language vary across industries.

Cross-industry solution

Business debt collection in Colombia

Review the complete assessment, segmentation, contact, arrangements, reconciliation, and reporting process before exploring an industry-specific solution.

See how we collect receivables

Integrations

Your data, imported through the right method.

Certeza can receive files, exports, or data from accounting systems, CRMs, and ERPs. The brands shown identify possible data sources; they do not imply native integration, certification, sponsorship, or a commercial partnership.

Accounting exportsAuthorized APIsFiles and rules
WorldOffice
Helisa
Siigo
Alegra
Zoho
SAP
Loggro
Excel / CSV
Custom ERP

How it works

From portfolio data to measurable management

The platform turns scattered information into a prioritized, multichannel, and visible collections operation that can advance on autopilot under defined controls.

  1. 01

    Connect the information

    We start from the portfolio, payments, customers, and contact data available in the current ERP, CRM, file, or accounting system.

  2. 02

    Configure rules and templates

    We define segments, schedules, communication tone, allowed channels, and escalation criteria with the client team.

  3. 03

    Activate management on autopilot

    Certeza coordinates reminders, messages, calls, tasks, and follow-up to move each account toward a response or payment with minimal manual intervention.

  4. 04

    Report results

    The team sees activity, effective contact, promises, payments, and recovery to decide with data instead of perception.

Implementation

Free implementation with a dedicated team

We do not sell only a tool. We configure a service-as-software operation so Certeza fits your organization's data, channels, and controls and operates with minimal human intervention.

Without replacing the current system

Certeza complements the existing operation. The data exchange method—file, export, or authorized API—is validated for each system.

Configuration team

A dedicated team helps parameterize rules, templates, reports, and operating criteria from the start.

Compliance controls

The operation is designed to maintain traceability, approvals, and contact rules aligned with applicable requirements.

Frequently asked questions

Questions to decide with confidence

Direct answers about integration, implementation, channels, and traceability before connecting the portfolio.

01What is Certeza?

Certeza is a service-as-software collections platform with specialized collection agents powered by artificial intelligence. It helps companies and entities recover portfolio without relying on spreadsheets, isolated messages, or manual follow-up. Unlike a copilot that only suggests tasks, Certeza executes recovery workflows on autopilot under approved rules. The solution uses existing data from the ERP, CRM, accounting system, or portfolio file, ranks accounts by priority, activates outreach through WhatsApp, SMS, email, calls, and internal tasks, and keeps every interaction traceable. The Certeza team supports initial implementation at no cost to configure sources, rules, templates, reports, and controls. In practice, Certeza turns an operational collections service that would normally be manual or outsourced into software that executes autonomous, measurable, and visible management for finance, operations, and administration. This lets teams supervise results, exceptions, and recovery without executing every step manually, while preserving auditability and customer-specific operating rules.

02Does Certeza replace my ERP or accounting system?

No. Certeza works as a specialized collections layer on top of existing information. A pilot can begin with files or exports containing receivable, payment, customer, and contact data. An API connection is offered only after the available access and format are validated; naming a system does not imply a native integration or partnership with its provider.

03Does Certeza work as an autopilot or a copilot?

Certeza is designed as a collections autopilot, not a suggestion copilot. The platform executes contact sequences, reminders, tasks, and follow-up with minimal human intervention, while the responsible team keeps control over rules, templates, approvals, exceptions, and results.

04Is there an implementation cost?

Initial implementation is free and includes support from a dedicated team to configure data sources, rules, templates, channels, and reports according to the client's operation.

05Which channels can the platform coordinate?

Certeza can coordinate WhatsApp, SMS, email, calls, internal tasks, and other available digital channels. Each interaction is tied to an account to preserve traceability and follow-up.

06Can Certeza also send payment reminders?

Yes. In addition to managing overdue portfolio, Certeza can activate preventive reminders before due dates or during early delinquency stages. This keeps communication consistent, reduces operating work, and helps prevent more obligations from reaching intensive collection.

Let's talk

Talk to a collections expert

Tell us how you manage receivables today. We will review your data sources, available channels, and goals to determine whether a Certeza pilot fits your operation.

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We'll get back to you shortly.

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