Collect Payments by Phone Without Human Intervention
Your AI voice agent guides every client through a simple, secure payment process.
Whether it's consultation fees, deposits, outstanding invoices or registrations, our AI voice agent can collect payments by phone in a completely secure manner. Integrated with Stripe and Square, it guides the client through the process without ever exposing your data to risk.
Key Benefits
Discover how this feature transforms your business
Secure Phone Payment
The client communicates their payment information directly to our secure agent. Card data is transmitted encrypted to Stripe or Square — it's never stored on our servers or accessible to your team.
Instant Confirmation
The client immediately receives a payment confirmation by SMS and email. Your billing system is automatically updated. No more delays between payment and confirmation.
Consultation Fees and Deposits
Automatically collect consultation fees during phone appointment booking, or request a deposit before confirming a quote. Reduce no-shows and secure your revenue upfront.
Invoice Collection
Your agent can proactively contact clients with outstanding invoices, explain the balance due and collect payment or negotiate a payment plan — all while maintaining a professional, respectful tone.
Automatic Accounting Synchronization
Every collected payment is automatically synced with your accounting tools and CRM. Stripe and Square transmit transaction data to HubSpot, Salesforce or your billing software.
PCI DSS Compliance
Our payment collection process is fully compliant with PCI DSS standards for card data protection. Your clients can pay with confidence without fraud risk.
How It Works
A simple and effective process, set up by our experts
Payment Process Initiation
The payment process is triggered automatically based on your configuration: during a paid appointment booking, during an automated collection call, when the client requests to pay an invoice, or during service registration.
Secure Card Information Communication
The agent guides the client through the process naturally. The client dictates their card information using a secure protocol. Data is transmitted in real time to Stripe or Square via an encrypted connection — never stored on our servers.
Instant Confirmation and Receipt
As soon as the payment is confirmed, the agent informs the client and confirms that a receipt will be sent by email. The transaction is recorded in Stripe or Square with all the details needed for your accounting.
Synchronization with Your Ecosystem
The payment automatically triggers the configured actions: CRM update, receipt and invoice sent by email, appointment confirmation, team notification via Slack, or triggering a process in your management software.
Stripe and Square Integrations for Reliable Payments
Our voice agent integrates natively with Stripe and Square — the two most used payment platforms in Canada. Stripe is ideal for online businesses and recurring subscriptions. Square is perfect for merchants and local service providers. Both offer full PCI DSS compliance and synchronization with HubSpot, Salesforce and most accounting software.
- Stripe — credit cards, debit, and recurring payments
- Square — simple payments and subscription management
- Automatic synchronization with QuickBooks, Xero and others
- Transaction reports available in real time
Reduce Your Receivables and Improve Your Cash Flow
Across Canada, outstanding receivables represent on average 12% of professional SMBs' revenue. Our voice agent can automatically follow up with clients who have unpaid invoices — professionally and persistently, without the stress and time this represents for your team.
- Average 65% reduction in receivables with automatic follow-ups
- 3x higher collection rate vs. email follow-up alone
- Payment plan negotiated and confirmed in real time
- All follow-ups documented for your records
Industry Use Cases
Tailored to the specific needs of each sector
Frequently Asked Questions
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Collect Your Payments by Phone Securely and Automatically
Reduce your receivables, secure your deposits and simplify your billing with automated payment collection by your AI voice agent.