Recovery Co-Pilot

Get Paid Sooner - Without Manual Chasing

Voice-led early-stage invoice follow-ups that handle the chasing for you under your brand and compliance standards - freeing finance teams to focus while payments progress automatically.

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  • Improves days-to-pay before invoices become problem debt
  • Compliance-aware, customer-friendly approach
Profit is strategy. Cashflow is survival

Invoice Follow-Ups, Re-imagined

Cleveri helps finance teams recover payments early — before escalation.

It handles voice-led follow-ups under your brand and compliance standards, removing repetitive chasing while guiding customers toward resolution.

The outcome: faster recovery, reduced workload, and protected customer relationships — in a process your team can trust.

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Meet Cleveri Recovery Co-Pilot

Smarter Recovery. Seamless Experience

Cleveri Recovery Co-Pilot automates early-stage recovery conversations under your brand and rules.
 It handles voice follow-ups, tracks outcomes, and escalates only what needs human attention - eliminating repetitive chasing.

Unlike manual invoice follow-ups, Cleveri runs consistent voice outreach without adding work for finance teams.

Empathetic, Brand-Safe Outreach

Natural, respectful voice conversations designed for early financial follow-ups. Cleveri engages customers with clarity and empathy - confirming payment status, addressing common blockers, and guiding them toward resolution without pressure or escalation.

This is early-stage recovery that protects relationships - not aggressive collections.

Co-Pilot, Not an Agency

Cleveri works alongside your team - not instead of it.
You define policies, tone, timing, and escalation rules. Cleveri executes consistently, surfaces exceptions, and keeps humans in control where it matters.

If needed, Cleveri can also be operated on your behalf under your brand - but the system is always your recovery process, not a black-box service.

Outcome-Aligned, Low-Risk Start

Start with a results-aligned pilot - not a long-term contract.
Cleveri is designed to prove value quickly by reducing manual chasing and accelerating payments early.

For pilot engagements, pricing can be aligned to recovered outcomes - giving you confidence before committing to a longer-term model.

Powerful follow-ups

Why Voice-Led Invoice Follow-Ups Work

Voice-led invoice follow-ups work best at the early stage - before escalation or enforcement is needed.

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Voice Gets Attention Where Messages Are Ignored

Emails and SMS are easy to miss or postpone. A voice call reaches customers directly and prompts faster acknowledgement.

More Human, Less Friction

A respectful voice conversation feels personal and appropriate for financial matters, preserving trust and relationships.

Conversations Resolve Issues, Not Just Remind

Voice follow-ups confirm payment status, clarify questions, and unblock delays - not just send another reminder.

Faster Progress Without Manual Chasing

Automated voice follow-ups move invoices forward consistently, without finance teams repeating the same outreach.
Simple setup. Seamless operation.

From Outstanding to Resolved - Faster

Cleveri integrates into your existing finance and credit control workflows, running early-stage voice follow-ups under your brand and rules.

It automates consistent outreach, tracks outcomes, and surfaces only exceptions - helping payments move forward faster without disrupting your team, systems, or compliance framework.

01.

Connect Your System

Get started without heavy setup or IT effort.

Cleveri connects securely to your existing accounting or banking systems, so overdue accounts are identified and updated automatically.

  • Integrates with Xero, QuickBooks, Sage Intacct, and more
  • Connects to UK & EU banks via TrueLayer
  • Optional CSV upload for manual lists or smaller portfolios

02.

Set Your Rules

You stay in control — always.

You define how and when customers are contacted, what options are offered, and when cases should escalate.

  • Set brand tone, call timing, and contact frequency
  • Configure payment options and retry intervals
  • Apply your internal policies and regulatory requirements

03.

Conversations Begin

Polite, well-timed outreach — under your brand.

Customers are contacted at the right time, with conversations that feel natural and respectful — not scripted or aggressive.

(No robotic reminders. Just proper conversations.)

  • Natural voice conversations designed for financial situations
  • Adapts to customer responses and intent
  • Reaches customers consistently without manual effort

04.

Human Support, When It Matters

Sensitive cases handled by experienced specialists.

When a conversation needs empathy, negotiation, or judgement, recovery specialists step in seamlessly — fully informed and aligned to your standards.

  • Experienced recovery professionals handle escalations
  • Full context passed from earlier conversations
  • Respectful, compliant handling that protects relationships

05.

Clear Outcomes & Full Visibility

You see what’s working — and what’s paid.

Recovered payments go directly to you, with clear visibility into performance and outcomes.

  • Real-time view of conversations, commitments, and payments
  • Automated reconciliation with your systems
  • Clear reporting for internal review and compliance
Predictable Costs. Proven Returns.

Outcome-Aligned Pricing. No Long-Term Lock-In.

Cleveri pricing aligns with recovery outcomes - not unused licenses or seats. Start with a low-commitment pilot to prove impact.
Scale into a predictable long-term model as volume grows.

Starter Plan

Best for small portfolios or early adopters.

  • Connects with QuickBooks, Xero, Clio
  • Secure connection to UK & EU banks
  • Optional CSV upload for smaller portfolios
  • Intelligent risk-based prioritisation
  • Consistent outreach for unpaid invoices
  • Automated reconciliation

Ideal for:
SMEs, Property Managers, Facilities Firms, and early adopters.

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Growth Plan

Best for growing & mid-size portfolios.

  • Everything in Starter, plus
  • Multi-channel engagement (voice, SMS, email)
  • Dedicated account manager
  • Escalation to trained human recovery specialists**
  • Standard performance and compliance reports
  • Credit Monitoring

Ideal for:
Mid-size portfolios, Subscription Businesses, and Finanace Teams with regular arrears.

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Partner Plan

Best for large portfolios and regulated financial institutions

  • Everything in Growth, plus
  • Custom integrations (accounting, CRM, communication systems)
  • Customised conversation tone and scripts
  • Prioritised worklists for human teams
  • SLA-backed reporting and reviews

Ideal for:
Financial institutions, high-volume portfolios, and compliance-heavy environments.

Talk to an Expert

** When escalation is required, trained recovery specialists handle cases under your brand and supervision, following agreed tone, policies, and compliance requirements.

Built for Trust. Backed by Compliance

Your data privacy is
our top priority

Cleveri operates under the highest data security standards.

We are ISO 27001, SOC 2 certified, and GDPR compliant with strict controls for encryption, access, and audit logging.

We operate within your FCA compliance framework and never hold funds.

ISO 27001 Certified

Your data is protected by ISO 27001 & SOC 2 - certified systems. We never store raw voice data — only anonymised metadata for analytics and reporting.

GDPR Compliant

Your customers’ data stays private, protected, and compliant at every step. All data is processed within UK & EU infrastructure, ensuring complete confidentiality and compliance.

FCA Compliance

We follow FCA standards and operate within your FCA compliance framework. Built for FCA-regulated environments and never hold funds. Ensuring every customer interaction is fair, transparent, and fully auditable.
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Ready to Recover More?

Turn missed payments into consistent, well-handled conversations — without adding staff or risk.

Start a 30-day pilot and see what consistent recovery conversations can deliver.

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