Finance
Finance Settings
The thresholds, review windows and autonomy settings that define the fee collection and ageing logic.
Target
Board benchmark
Open aged accounts
Accounts in the 31–60 day queue
Autonomy
Human approval required for action
Thresholds and governance
These rules are explicit, versioned and visible to the people who own fee decisions.
Collection target
85%
Board target for the current term
Grace window
30 days
Reminder tier starts after the due date and grace window
Follow-up threshold
31–60 days
Accounts in this cohort require finance review
Escalation threshold
60+ days
Escalated review and second approver required
Review window
7 days
Movement check for the ageing queue
Autonomy level
Assist
AI may draft but not decide a financial action
AI governance in this module
Nothing below the analytics tier executes without an authorised human decision, and consequential decisions are never initiated by the intelligence layer.
Runs automatically
Thresholds are explicit parameters, not hidden constants. Any rule change is auditable and the ageing model reflects it immediately.
Requires authorisation
AI can prepare a reminder text or summary from a threshold change, but it does not alter a balance or approve a contact after the fact.
Human decision only
Only a named finance user can confirm a waiver, payment plan or escalation beyond the approved follow-up schedule.