From prototype to production in four short phases.
Each phase is small, reversible, and ends with something useful in your hands. You can stop at any phase and keep the value already delivered.
Weeks 1–2
Connect
Weeks 3–4
Shadow mode
Weeks 5–6
Approval workflow live
Week 7+
Selective automation
Phase 1
Weeks 1–2
Connect
Read-only link to your ERP
- Establish a read-only connection to your accounting system (SAP B1, Priority, or daily CSV export).
- Mirror customers and open invoices into the agent's secure workspace.
- Reconcile aging totals against your existing ledger — must match to the euro.
You walk away with: A dashboard showing your real accounts, with no chasing yet.
Phase 2
Weeks 3–4
Shadow mode
Agent drafts. Nothing sends.
- Agent runs every morning and produces drafts for the full overdue book.
- Finance reviews drafts side-by-side with what they would have written manually.
- We tune tone, language, suppression rules, and exclusion lists with you.
You walk away with: Confidence the drafts match how Hadjiyiannis speaks to its customers.
Phase 3
Weeks 5–6
Approval workflow live
Real emails — one click each
- Approve & send goes live from the dashboard, using your branded email signature.
- Every send is logged with subject, body, recipient, tier, and timestamp.
- Disputes, payment plans, do-not-chase flags are wired into your ERP.
You walk away with: Daily chasing happens in 10 minutes of review instead of 2 hours of writing.
Phase 4
Week 7+
Selective automation
Gentle tier auto-sends
- Gentle reminders (1–7 days overdue) auto-send after a configurable safety window.
- Standard, Firm and Escalation tiers always require human approval.
- Weekly summary email to the finance lead: what went out, what's still open, who paid.
You walk away with: The routine cases run themselves. You only spend time on the ones that matter.
What we need from Hadjiyiannis
- • Read-only ERP access (or a daily CSV export)
- • Branded email signature and sender address
- • One finance contact for approvals and escalations
- • List of accounts to permanently exclude (key accounts, related entities)
What stays manual — forever
- • Disputed invoices
- • Active payment-plan accounts
- • Escalation-tier accounts (60+ days)
- • Anything over a configurable amount threshold
Ready to start Phase 1?
Two weeks from kickoff to seeing your real accounts in this dashboard.