FMCG & Packaged Food

Credit book, follow-up and recovery

The trade runs on credit; quotes and orders go unchased, distributor and retailer outstanding stretches unseen, and lapsed buyers go un-worked, so money already earned leaks because follow-up relies on memory.

Who has it

The depot and super-stockist at the core, since distribution runs on retailer credit, and the sell side of packaged-food, snack, beverage, dairy, bakery and ready-to-eat makers carrying distributor and modern-trade outstanding.

What we build

Timed, rules-based reminders over WhatsApp and email on the firm's own outstanding and order history, credit-limit checks at order entry, a tracked enquiry-and-order pipeline with owners and next-action dates, and an ageing view per customer. The reminder cadence runs on its own; holding a dispatch, extending credit or writing off goes to a named person.

What is automated, where AI helps, who signs off

Automation for the routine. A person on every decision that matters.

The reliable spine

The non-AI spine is the source-linked workflow: clean records, rules, calculations, integrations, exception queues, approvals and reporting for Credit book, follow-up and recovery.

Where AI helps

AI is limited to bounded reading, extraction, matching, clustering or drafting from the firm's own data for Credit book, follow-up and recovery; it never owns the number, the approval, the promise or the decision.

Who signs off

A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.

What changes day to day

Outstanding is visible before it stretches; orders get chased instead of dying; credit decisions reach a named person with the customer's overdue balance attached.

Illustrative outcome

Recovered receivables days and fewer bad debts. Illustrative; final numbers come from your own data.

Illustrative; final numbers come from your own data.

Path to the build

How this one gets built.

Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.

Find the one build worth funding first.

A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.