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AI Billing & Payments Automation

Let customers check balances, make payments, request plans, and resolve billing issues instantly — 24/7 — with an AI agent that handles the entire workflow for you.

Your team spends too much time answering the same billing questions:

  • “What’s my balance due?”

  • “Can I pay this now?”

  • “Why did my payment fail?”

  • “Can I get a copy of my invoice?”

  • “Am I eligible for a payment plan?”


Ferdinand automates all of it, across every channel, with real-time access to your billing systems and payment platforms.


What Ferdinand Automates

✔ Balance Lookups & Billing Questions

Customers can ask naturally:

  • “How much do I owe right now?”

  • “When is my next payment due?”


Ferdinand:

  • Verifies the customer

  • Checks real-time balance

  • Shares amounts, due dates, and billing history

  • Explains charges (if connected to system)


✔ Secure Payment Collection

Ferdinand makes it easy to pay right in the conversation:

  • Accepts credit/debit or ACH

  • Handles card-on-file or saved methods

  • Connects securely to your payment processor

  • Confirms payments and sends receipts


No portals. No logins. Just fast payment resolution.


✔ Payment Failures & Retry Flows

Missed or declined payment? Ferdinand:

  • Notifies the customer

  • Explains the issue

  • Offers retry options

  • Escalates if needed


This reduces revenue leakage — without agent intervention.


✔ Payment Plan Requests

Customers often ask:

“Can I split this up into installments?”

Ferdinand:

  • Checks eligibility

  • Shares plan options and terms

  • Handles setup and scheduling

  • Escalates for approval when required


✔ Refunds, Credits & Billing Disputes

  • Verifies return/refund eligibility

  • Provides refund status

  • Starts credit workflows

  • Escalates billing disputes with all necessary context


No tickets. No confusion. No back-and-forth.


Where Billing Automation Lives Inside Ferdinand

You can deploy billing automation anywhere your customers already reach out:


💬 Webchat & Site Widgets

📱 SMS & Text Messaging

📞 Voice Calls (AI Phone Agent)

📧 Email Auto-Responses

💻 CRM & Helpdesk Channels


Let customers resolve billing issues where they already are — without long hold times.


Integrations

Ferdinand connects to your existing systems:

  • Stripe, Square, PayPal, or any modern payment gateway

  • Custom billing platforms via API or webhook

  • CRMs, customer portals, or ERPs for verification and billing history


No need to migrate. No code required.


Benefits for Your Business

⏱ 60–80% Reduction in Billing-Related Support Volume Free up staff to focus on high-touch customer needs.


💳 Faster Payments & Fewer Delays Remove friction from the payment process — and stop chasing overdue accounts.


📉 Fewer Failed Payments Automated follow-ups and retry flows reduce declines.


😊 Higher Customer Satisfaction Customers can resolve billing issues quickly, accurately, and 24/7.


🔐 Consistent Policy Enforcement Ferdinand always follows your rules for due dates, plans, eligibility, and refunds.


Ideal Industries

Billing automation is mission-critical for:

  • Utilities & Telecom – recurring payments, usage-based billing, past-due balances

  • Healthcare – appointment billing, co-pay collection, payment plans

  • Education – tuition payments, late fees, refund processing

  • SaaS & Subscription – plan changes, failed payment recovery, cancellation flows

  • Financial Services – invoice lookups, due date changes, ACH requests

  • Property Management – rent payments, deposits, late notices


Ready to Automate Billing & Payments?

Let Ferdinand handle:

  • Balance lookups

  • Payment processing

  • Plan enrollment

  • Payment issues

  • Refunds and credits

  • Escalations

… so your team can stop re-answering the same billing tickets — and focus on what humans do best.



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