Payment Plan Automation

Offer and manage payment plans without staff intervention.

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Easy Plan Creation

The Billing Agent automatically offers compliant payment plans based on your rules.

Scheduled Payments

Clients are guided through setup and charged on time—no chasing.

Cash Flow Friendly

You get predictable payments, clients get flexible options.

Fully Tracked

Every agreement and transaction is logged and accessible to staff.

More Revenue Collected

Plans reduce friction and increase the odds you get paid in full.

No Manual Oversight

The Billing Agent manages all scheduling, reminders, and payment attempts.

Client-Centered Options

Clients appreciate flexibility—especially during high-cost visits.

How Payment Plan Automation Works

The Billing Agent identifies eligible clients. Based on balance size and your plan rules.
Plan is offered and accepted digitally. No forms, no calls—The Billing Agent handles the flow with client-friendly UX.
Payments processed automatically. Staff are notified, records updated, and revenue collected on schedule.

"We needed operational leverage, not more overhead"

Traditional staffing models meant our cost per location grew linearly, but WorqAgent changed that equation entirely—delivering expert capabilities that scale without adding headcount.

Jacob Wright, Cofounder of WorqAgent, Former CEO of Vetama

Ready to Hire WorqAgents?

In a perfect Kanban, every card earns revenue. WorqAgents keep your board billable.

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