CollectAssist Platform.

Summary

CollectAssist is a debt collection and receivables platform. It helps teams manage accounts, follow-ups, payments, referrals, and AI-assisted operations.

What The Client Needed

Finance teams needed a clearer way to manage outstanding accounts and communication. The product had to support multiple roles while keeping account activity easy to follow.

What I Built

• A multi-tenant platform for finance operations.
• Dashboards for accounts, payments, and follow-ups.
• AI copilot support for summaries and operational help.
• Partner, referral, and self-service payment flows.

Workflow

Result

Teams gained a more organized way to manage collection activity and customer follow-up.

What This Shows

This project shows how I combine business workflow software with useful AI assistance.