In finance, where recurring follow-ups, payment reminders, and account management tasks pile up fast, AloAi voice agents are transforming the way teams work—saving time, reducing workload, and increasing collections.
Just ask Brandi Rice, senior director of revenue operations at Aloware. By integrating AloAi voice and SMS automation into HubSpot workflows, her team recovered 57% of past-due client payments in just four days—and saved more than 10 hours per month on follow-up tasks.
The problem: High-volume, low-complexity follow-ups
In finance teams, much of the follow-up work is predictable:
- Past-due payment reminders
- Monthly billing confirmations
- Plan renewal nudges
- Escalation calls for unpaid invoices
These tasks don’t require deep human judgment—and they take valuable time away from more impactful, relationship-driven work.
As Brandi explains, “I’ve committed to using AI to cut at least 50% of my team’s monthly recurring tasks… so they have more time to spend building relationships and driving outcomes for our clients.”
The solution: Automating outreach with AloAi + HubSpot
Using Aloware’s native HubSpot integration, Brandi’s team built an automated workflow where AloAi voice agents and SMS bots follow up on overdue payments. The process is fully CRM-connected, meaning it triggers automatically when a payment is marked overdue in HubSpot—and personalizes each message using contact-level variables.
- The AI agent initiates the follow-up via call or SMS
- It uses CRM data to personalize the message (name, due date, invoice total)
- If the client responds, the AI agent either:
- Collects the payment via link
- Routes them to a live customer success manager for account-related questions
- Collects the payment via link
This hybrid AI-human model ensures clients still get high-touch support where it matters—without requiring staff to manually track and message every overdue invoice.
Why it works
Finance teams adopting AloAi voice agents are driving value because:
- Speed matters in collections. The faster a follow-up goes out after a due date passes, the higher the recovery odds. Automating that process shaves off hours—even days.
- AI doesn’t forget. Unlike humans juggling multiple accounts, voice agents follow up with 100% of overdue clients, on time, every time.
- Personalization is built in. Through CRM variables and smart scripting, messages still feel tailored, not robotic.
- Human agents stay available for strategic tasks, escalations, and complex billing inquiries.
Training teams for AI-driven success
Efficiency gains are only half the story. Brandi also shared how her team has adapted their skills to this AI-enhanced model.
“We spend time learning how to properly prompt our AI and deliver feedback to our product team,” she said. “For CX, it’s giving us the ability to lean into deeper problem solving beyond just being a SME for our product.”
This escalation handling turns customer success managers into higher-level thinkers—focused on strategy, not just chasing invoices.
Final thought: AI is a force multiplier
The success story here isn’t just about automation. It’s about what finance and CX teams get back when AI takes on the repetitive tasks:
- More time to build relationships
- Deeper client discovery
- Increased payment recovery
- Higher job satisfaction for CSMs
If you’re ready to give your finance team that time back, AloAi voice agents might be your next best hire—one that never forgets, never sleeps, and always follows up. Schedule a meeting with us to get started.