Every weekday Viktor works through your unpaid invoices, drafts reminders in your tone for your approval, always asks before anything sensitive goes out and sends a Monday cash summary.
Viktor asks a few setup questions, shows you a first result, then keeps it running
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Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.
Reads open invoices and the aging report (QuickBooks, Xero, Clio or Stripe)
Drafts tiered reminders (friendly, firm, final) for your approval; sends a stage on his own only after you approve that stage
Asks you before anything goes to a large or long-overdue client, or anyone you marked sensitive
Flags retainer balances running low and payment plans that missed a payment
Every Monday: collected last week, still overdue, days to get paid, and unbilled work it found
Days sales outstanding and overdue fees collected within 30 days of a Viktor reminder (USD); cash pulled forward shown as secondary. Not revenue.
Example with typical numbers, not a customer result.
Estimate, example inputs: $60,000 in overdue fees. If half is paid 20 days sooner, $30,000 arrives 20 days earlier.
Element Turf & Outdoor Solutions found $134K of invoices more than 90 days overdue on day one.
Needs
QuickBooks
Xero
Clio or StripeAlso uses
Gmail or Outlook
Google Sheets
Bill.com1 weekday collections task, 1 Monday cash summary, 1 skill with your reminder rules
Your aging report and the first reminder drafts in the same conversation
More use cases
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Runs on a schedule
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Tell Viktor where the data starts and where it has to end up, for example intake form to Clio or call notes to case notes. He builds the automation, tests it on a real record and keeps it running.
Runs when something happens
CollabED built 27 automations with Viktor in 75 days.
Viktor watches every inquiry channel, tells the right person within minutes with a drafted reply and the checks to run, chases if nobody answers and follows up until the engagement letter is signed.
Runs when something happens
An insurance agency runs lead routing and morning briefs on Viktor.
Pick one outcome and
hand it over today.
Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.
