AI-Powered Credit Management & Receivables Collections
We help B2B teams recover cash faster with AI-assisted credit management: data reconciliation, scenario-driven reminders (email/SMS/call/print), a self-service client portal, KPIs and forecasting — in one clean workspace.
Who we are
OptiBFR is a SaaS created by finance practitioners who were tired of spreadsheets, copy-pasted emails, and scattered follow-ups. Our goal is simple: make collections predictable without damaging customer relationships.
Speed to value
Import in minutes, run your first scenarios the same day, and start reducing DSO quickly.
Smarter operations
AI-assisted timing, best channel suggestions, and templates tailored to each client segment.
Enterprise security
EU hosting, encryption, RBAC and audit logs — built-in from day one.
What we build
Four pillars that keep your cash-in flow organized and measurable.
Data & Reconciliation
Import from ERP/accounting or files, auto-clean & match invoices, debtors and contacts.
Scenarios & Automation
Design multi-step strategies (email/SMS/call/print), with day offsets, windows and approvals.
AI Scoring & Timing
Prioritize accounts, pick the right channel and timing, and focus the team on what converts.
Client Portal & Self-Service
Let customers view statements, raise disputes, attach proofs and pay — securely.
How we work with you
From discovery to go-live — fast, predictable, collaborative.
1. Discovery
We map your data and current dunning process together.
2. Import
Connect ERP/accounting or upload files; OptiBFR reconciles automatically.
3. Scenarios
We configure steps, timing and templates, then test with a small segment.
4. Go-Live & Improve
Monitor KPIs, iterate quickly, and expand automation safely.
Security & Compliance
Bank-grade practices by default.
Data Protection
Encryption at rest & in transit, role-based access control and detailed audit logs.
GDPR-ready (EU)
EU hosting and retention policies aligned with compliance needs.