How Roopi Works
Roopi automates your receivables process while keeping you in control. Once you upload (or sync) an invoice, Roopi begins a smart, adaptive collection process.
📘 Key Definitions
Before we dive in, here’s how we define the people involved in the process:
Users: Small-business customers who pay for Roopi and rely on it to manage their accounts-receivable workflow. That’s you.
Debtors: Your clients or customers — the individuals or companies who owe money on invoices you've uploaded or synced.
🧠 Here’s What Happens Step-by-Step:
Upload or Sync an Invoice
Use the "Ask Roopi" interface or connect QuickBooks.
Invoice Data is Analyzed
Roopi reads due date, amount, client info, and more.
Follow-Up Sequence Begins
Messages go out via SMS/email based on timing and urgency.
Tone Shifts Over Time
Friendly → Firm → Professionally Urgent (never aggressive).
Client Responses Are Handled
Roopi answers FAQs or alerts you if human input is needed.
You Get Paid
Once payment is confirmed, Roopi stops messaging and logs the invoice as paid.
🔍 You can always monitor or adjust the process from the dashboard—but you rarely need to.
Last updated