Recovr x Pennylane: protect your cash flow from invoice to payment

In many companies, invoice follow-up still relies on ad hoc reminders or on the standard reminder features built into accounting software. These options cover the basics, but they quickly reach their limits:

1. The messages are often too generic. Customers instantly recognize them as automated emails and don't engage with them. Reminders end up unread, ignored or put off until later.
2. Then there's a familiar problem: lack of time. A reminder is never just a click. You have to check the accounts, make sure the invoice hasn't been paid in the meantime, manage promises to pay, handle exceptions and share information across several teams. Without a dedicated tool, these tasks pile up, take up a lot of time and leave little room for a truly structured approach.
3. Finally, special cases such as disputes, errors or temporary cash-flow difficulties are rarely handled well by traditional tools. And once the standard reminders have all gone out, many companies hit a dead end, with no clear process for taking things further.

This is exactly what Recovr is built for. Our platform specializes in invoice follow-up and automated payment reminders, and is designed to complement your accounting software. We hosted a live session with BLC, a new-generation integrator specializing in business management software for small and medium-sized businesses, to walk through our integration with Pennylane, the finance and accounting platform.

Recovr and Pennylane: a smooth integration for reliable follow-up

Follow-up and automated reminders only work when they rely on accurate, up-to-date data. That's what Recovr's integrations with accounting software such as Pennylane provide. Recovr syncs automatically with Pennylane to retrieve customers, invoices, payments and, when available, the related PDF documents.

Data is synced every four hours, so you always have an accurate picture of the accounts. Finance, sales and admin teams work from the same figures, with no re-keying and no data-entry errors. Reminders sent from Recovr go out at the right time and take recent payments into account, which avoids mistakes and keeps your communication with customers credible.

Reminder workflows tailored to every situation

With Recovr, you build custom reminder workflows instead of applying the same standard sequence to every customer. A key account, a bad payer and a low-value invoice can each follow a different path, based on precise criteria such as the amount, the payment method, the payment history, or analytical data set in Recovr or pulled from your accounting software.

Connected to Pennylane, Recovr works from up-to-date accounting data: invoices, payments and payment matching all stay in sync automatically. Reminders go out only when needed, on a clear schedule (D+5, D+10, D+15…), with no risk of chasing a customer who has already paid. Companies that use other software can send the same information through an API connection, with the same level of reliability.

The result: more relevant reminders, more effective collections and customer relationships that stay intact.

An AI voice agent for your reminder calls

One of Recovr's most innovative features is its AI voice agent, which calls your customers automatically. The agent openly introduces itself as an AI agent, speaks several languages and handles reminder calls with the expertise of a collections specialist.

During the call, the agent talks naturally with your customer to understand the situation, secure a payment commitment or pass on any objection. After the call, a detailed summary is generated automatically and is available to your team at any time. Your team keeps full control over final decisions.

Your reminder calls become more professional, your team's workload and stress go down, and your follow-up becomes significantly more effective.

The customer portal: more transparency, faster payments

Each of your customers gets a secure portal with all the information they need: open invoices, payments received, PDF documents, and the option to request a payment plan or pay online. This transparency greatly reduces back-and-forth, simplifies communication and speeds up payment.

All payment-related communication sits in one place. Exchanges become simpler, more structured and fully traceable, which improves the customer relationship and brings cash in faster.

Reporting and analytics for better-informed decisions

Beyond automating reminders, Recovr gives you real insight into invoices and payments. The platform provides key metrics such as average payment times, collection effectiveness, the breakdown of invoices by payment status, a customer view and a complete history of every action taken.

With this data, finance and operations teams can anticipate payment behavior, spot risk areas quickly and protect cash flow. Clear, actionable reports that can be scheduled make it easy to share an accurate view of receivables and the company's financial health, without extra processing or additional tools.

Ready to turn your reminders into a structured, effective process?

With Recovr, collecting your invoices becomes a structured, automated and personalized process. Combined with Pennylane, it gives companies a strategic tool to protect their cash flow, improve customer relationships and free up time for higher-value work. Automation, personalization, transparency and AI work together to turn an administrative chore into a source of efficiency and performance.

The replay of the live session (in French) is available on the BLC website. If you'd rather talk directly with one of our experts, you can book a meeting with our team.