One Tuesday · 07:40 — 16:45
Seven parts of VALET360
A day, with the chase taken out of it.
The whole product, laid out the way it actually reaches you — hour by hour, through one ordinary Tuesday. Seven things run on their own. The two that need a credit manager come find you.
7:40
Collections
the worklist
9:14
Messages & replies
a reply comes back
11:02
Payments
money arrives
1:30
Disputes
someone short-pays
2:33
Integrated calling
the call worth making
4:15
Reporting
leadership asks
overnight
Cash application
add-on
7:40 AM
Before you sit down
Collections
The chase runs without you.
Automated reminders and a prioritized worklist. When automation isn’t enough, smart alerts tell you exactly when to step in. The chase, handled.
Your list is built before you sit down — ranked by dollars, days and who has broken a promise before
Statement accounts, job accounts and contractors each get their own cadence, in your words
It interrupts you by exception — two accounts today, not sixty
It never decides who gets more room and who gets a phone call. That’s still you — that’s the part worth your afternoon.
Today’s worklist
18 · $214,880
Hartwell Building Supply
$26,915
Broken promise
Meyer HVAC
$4,218
Reminder sent
Dixon Plumbing
$9,640
Promised 8/14
Prairie Ag Supply
$3,105
Working itself
Two accounts need a person today. The other sixteen are already being worked.
9:14 AM
A reply comes back
Replies
4 open
A. Reyes · Meyer HVAC
9:14 AM
“Can you resend the statement? Also INV-002185 is missing the job number.”
Opened 3×
Needs a reply
Logged
Statement · Hartwell
✓ Sent · pay link
31 open invoices, payable from the message itself.
Messages & replies
“I never got it” finally has an answer.
Create any number of custom, payable message templates with built-in open detection. Manage threaded replies and let the system automatically log every interaction. No more scattered inboxes or manual notes.
Templates that sound like you wrote them, because you did — every one payable in a click
You can see it was opened three times on Tuesday
Replies land in one thread per account, not in your inbox at 6:40 in the morning
The account history writes itself — no notes to type up before you leave
11:02 AM
Money arrives on its own
Payments
Make paying you easier than putting it off.
A deep bench of ways to pay. Customer portal, automated SMS and email push notifications, autopay, and payment plans — all fully optimized for mobile.
No account to create, no password to reset — one tap from the reminder to paid
ACH, card, autopay and payment plans, from a phone in a truck
Surcharge rules by state and card type, set once and enforced for you
Payments post back to your ERP with the invoices they cover attached
Customer portal
Mobile
Selected
$4,218.00
2 invoices
Autopay
ON
ACH · net 30
INV-002198 · job 4471
$3,905.00
INV-002207
✓ Paid
Paid at 6:15 in the evening, from a parking lot, without calling you.
1:30 PM
Someone short-pays
Open disputes
3 · $2,847
Short pay · INV-009987
✓ Credit approved
$612.40
Pricing question · owner: R. Ellery · due 8/12
Deduction · INV-010112
Waiting on ops
$1,204.00
Damaged freight claim · photos attached
Both threads live on the invoice. Nobody has to be forwarded anything.
Disputes
A short pay includes its own solution.
Eliminate the cross-department back-and-forth. Disputes from online payments and cash application flow into one centralized workflow. Everything is 100% logged and instantly shareable to easily coordinate approvals.
Short pays, deductions and pricing questions in one place instead of six inboxes
Each one has a name on it in sales or ops, and a date it’s due back to you
Photos, claims and approvals attach to the invoice, not to a forwarded chain
When it comes up again next quarter, the whole history is still there
2:33 PM
The call worth making
Integrated calling
Make the call. Skip the paperwork after it.
Create custom call scripts and let the system do the note-taking. Every call is recorded, transcribed, and analyzed by AI. Listen back anytime, with the entire interaction automatically logged in the event details.
Dial from the worklist with the account’s whole story already on screen
Recorded, transcribed, and summarized — so “he said Friday” is on the record
Promises become dates the system chases, not dates you have to remember
Nothing to write up at 4:45 on a Friday
Call · Hartwell
4:12
Script · past due 30+
Open with the two invoices in dispute, then the balance. Ask for a date, not a promise to look into it.
Call outcome
Transcribing
Partial wire Friday, remainder on the 19th. Wants statements weekly, not monthly.
Recording saved
Transcript searchable
Notes written for you
4:15 PM
Leadership asks
Reporting
Be the one in the room with the answers.
Month-end stops being an ambush. DSO trends, cash forecasts and an aging report you can actually explain — ready before anyone asks.
DSO, aging, and collection effectiveness — trended, not guessed
A cash forecast your CFO will quote in the board deck
Every number drills down to the invoice behind it, so you can answer the follow-up question too
Leadership gets the rollup on its own. You stop being the report.
Receivables at a glance
June close
DSO
38.2
▼ 6.4 YoY
Past due
11%
▼ from 19%
30-day
$2.4M
94% conf.
Aging by bucket
Current
1–30
31–60
61–90
90+
Every bar opens to the accounts inside it. Every account opens to its invoices.
overnight
While the office is dark
Cash application
Available add-on
Somebody’s handwriting shouldn’t cost you a morning.
Capture remittances from lockboxes, emails, and A/P portals. Captive AI vision models decode the data (right down to the handwriting), delivering match rates that vastly exceed legacy, template-driven systems.
Lockbox files, emailed advice and A/P portal downloads, all read the same way
Partials, deductions and one check across nine invoices — matched, not set aside
What it can’t match comes to you with the document beside it, already narrowed down
Unapplied cash becomes a number you report, not a drawer you dread
This is the one piece that prices separately. Everything above is the platform.
Remittance batch
Lockbox · 05:40
$12,640
Received
8
Matched
1
For you
Handwritten advice · check 40118
Unapplied
Two lines short-paid. Both opened as disputes on their own.
It was done before you got in. Nothing posts to your ERP until you accept the match.
Two decisions in a day. The other four hundred things ran themselves.
Week 1
Connect
VALET360 links to your ERP. Data starts flowing the first week — plug in, sync up and go.
What we need from you: one call with whoever administers the ERP.
Weeks 2–3
Configure
Statement delivery, late notices, custom messaging and escalation alerts, built side by side with your team.
What we need from you: the judgment calls on tone, timing and who gets escalated.
Weeks 4–5
Train
A workflow that feels familiar, so your team steps in using processes they already know, with unlimited self-paced training.
What we need from you: about an hour per collector.
Week 6
Live
Reminders go out, payments come in, and today’s work actually gets done today.
What we need from you: nothing new. This is the week it gets quieter.
You shouldn’t have to take our word for it.
You’re the one who has to walk this into your boss’s office and defend it. So you get the evidence before we ask for a signature, and none of it is a slide.
01
Send us your open receivables and we load them into an environment your team drives. The numbers in the demo are your numbers, on your accounts, with your customers’ names on them.
02
Who does what in each week, how many hours it asks of your people, and what happens if a week slips. In writing, before you sign anything.
03
People at distributors your size, in your vertical, doing your job. Not a logo wall, not a case study PDF.
04
VALET360 reads from and writes back to the system you already run. No migration, no second source of truth, and no answer you have to go defend to IT.
“Billfire allowed us to … set up payments for our customers where they could go in and resolve a past-due balance immediately. That allowed us to get truckloads moving quickly.”
Director of Credit, Silvaris
Don’t just watch a demo, drive it. Send us your open AR and we’ll load it into a custom environment for your team to test.
We’ll show you what caught up feels like.
See it in 15 minutes