Shipping containers organized in a commercial port
Automated collections with AI agents

Recover commercial customer debt with AI agents

Certeza helps distributors, importers, and wholesalers in Colombia recover portfolio from stores, businesses, and commercial customers with AI agents that execute automated follow-up and multichannel collections from a private platform.

Built for operations that sell on credit, handle partial payments, work with route sales teams, and need to collect on autopilot without losing visibility or damaging long-term commercial relationships.

automated collections
AI agents
follow-up channels
4+
operation and proposal
Tailored
01

Customers, balances, and support

case information organized in one place

02

WhatsApp, SMS, email, and calls

automated multichannel collections

03

Promises, partial payments, and agreements

traceability for staged payment

04

Human control

your team defines rules and access

Why Certeza

Distributor receivables do not behave like bank debt

Your customers buy again, negotiate credit limits, pay in parts, and speak with sales reps. Certeza activates AI agents to collect automatically without breaking that commercial dynamic.

01
01

AI-prioritized B2B portfolio

Centralize customers, balances, due dates, supporting documents, notes, payment promises, and case status so the AI agents and your team work from the same information.

02
02

Commercial relationship protected

Follow-up can be configured with the tone, channels, and rules that fit each type of customer, so collection does not become improvised pressure.

03
03

Multichannel collection agents

The agents coordinate WhatsApp, SMS, email, calls, and internal tasks as a traceable sequence, instead of isolated reminders that disappear between sales and administration.

04
04

Operational support documents

Work with the information your operation already uses: invoices, delivery notes, purchase orders, proof of delivery, account statements, payment agreements, or internal notes.

05
05

Sales team aligned

Your team keeps control of the commercial relationship. Certeza lets the agents execute routine follow-up, reduce manual tasks, and show when a customer needs sales or administrative attention.

06
06

Information under your control

Your portfolio is yours. You decide what to upload, who can see it, how it is updated, and when it should be removed from the private platform.

Process

From scattered information to automated collections

An operating flow so AI agents execute collections and the distributor supervises portfolio without depending on memory, isolated chats, or manual reports.

  1. 01

    Upload or connect portfolio data

    We start from customers, balances, due dates, contacts, and supporting documents available in Excel, ERP, accounting systems, CRM, or internal files.

  2. 02

    Define access and rules

    Your team decides who can see the information, which channels are used, which cases are prioritized, and when follow-up should escalate.

  3. 03

    AI prioritizes customers and balances

    The agents organize management by aging, value, history, pending promises, and response signals to start with the highest-impact cases.

  4. 04

    Agents manage multichannel follow-up

    Each automated or manual contact, promise, partial payment, note, and response is linked to the customer so sales, portfolio, and administration do not work blind.

  5. 05

    Measure progress and agreements

    Reports show activity, contacted customers, registered agreements, partial payments, and cases that need an internal decision.

Current operation

Works with the information your distributor already has

Certeza does not force you to replace your main system. The platform can work with files, exports, ERP, accounting systems, CRM, and authorized channels to turn receivables data into automated collections and visible management.

1Excel / CSV
2ERP or accounting system
3WhatsApp, email, SMS, and calls
4Sales and administrative team

Flexibility

Flexible for each distributor's reality

Every distributor sells differently: some manage a high volume of smaller invoices, while others have recurring customers with large balances, partial payments, or collection cycles tied to sales routes. Certeza adapts its agents, channels, and rules to your operation so automated collections are viable, organized, and proportional to your reality.

First we understand your portfolio; then we structure a proposal that makes sense for your operation.

  • We do not impose a generic tariff.
  • We adapt channels, intensity, and support.
  • We consider volume, average ticket, and collection frequency.
  • The operation is designed around your customers and the way you sell on credit.
Containers, cranes, and internal lanes in a cargo port

Distributor questions

What your team needs to clarify before starting

AI agents to collect commercial debt without losing control of customers, balances, and supporting documents.

Distributors and importers
01What is Certeza for a distributor?

Certeza is an automated collections platform with AI agents for distributors, importers, and wholesalers that sell on credit. The AI agents prioritize customers, execute multichannel follow-up, register payment promises, and keep collection traceability from a private platform. The platform organizes customers, balances, due dates, supporting documents, partial payments, and agreements in one place so administration, portfolio, and sales work from the same information. For a distributor, Certeza does not replace the commercial relationship with the customer: it automates routine collections and makes it clear when the team should intervene. The information belongs to the distributor's operation, which decides what to upload, who can see it, how it is updated, and when it should be removed.

02What supporting documents can I upload?

You can work with the information your operation already uses: invoices, delivery notes, purchase orders, proof of delivery, account statements, payment agreements, or internal notes. Certeza helps organize portfolio management and associate those documents with customers, balances, follow-up, and agreements. The AI agents use that context to know what to collect, who to contact, what history exists, and which promise was registered. If your operation uses multiple document types, we can review available formats and fields to define the most practical upload flow.

03Can my team manage portfolio from the platform?

Yes. Your team can supervise automated collections and manage customers, balances, due dates, follow-up, payment agreements, and the status of each case from a private platform. Certeza does not work as a black box: the operation can see which customers are under follow-up, which agent or channel acted, which promise exists, which partial payments were registered, and which cases need internal attention. This allows sales, portfolio, and administration to work with the same context. The agents reduce manual tasks, but your team keeps control of the commercial relationship and can define rules, access, and priorities according to the distributor's reality.

04Does my customer information remain mine?

Yes. Your portfolio is yours and you manage it from a private platform. Certeza gives you a platform to upload, organize, and manage the information of your customers, balances, supporting documents, and payment agreements. That information belongs to your operation. You decide what to upload, who can see it, how it is updated, and when it should be removed. From the platform, you can review each customer's status, prioritize cases, register follow-up, coordinate automated collections with AI agents, and give visibility to your sales or administrative team. Certeza uses the information only to execute the portfolio management you authorize, under principles of purpose limitation, restricted access, security, and confidentiality.

05Does it work for customers who pay in installments?

Yes. Many distributors work with customers who pay in parts, promise dates, mix old balances with new purchases, or depend on a route salesperson's visit. Certeza allows the team to register follow-up, payment promises, agreements, partial payments, internal notes, and status changes to preserve traceability for each customer. With that information, the AI agents can continue automated follow-up under defined rules, and the team can see what was agreed, what was fulfilled, what remains pending, and when the next contact should happen. This reduces confusion and helps decide when to keep a softer follow-up, when to escalate, and when to involve the sales team.

06How does pricing work?

We do not impose a generic tariff. First we understand your portfolio, volume, average ticket, collection frequency, channels, and required level of support. With that, we structure a proposal that makes sense for your operation. The idea is for the model to be viable for each distributor's reality, because collecting many smaller high-rotation invoices is not the same as recovering larger balances from recurring customers. We also review how your team works, what information exists, which channels are available, and how much follow-up the portfolio needs. The objective is to design an operation proportional to the way you sell on credit, not force a standard model.

Let's talk

Talk to a collections expert

Our team is ready to help you optimize your recovery process and scale your operations with AI. Discover how Certeza can transform your cash flow.

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