Polite, persistent, and never forgets.
Monitors outstanding invoices, sends progressively escalating payment reminders, offers payment plans per your rules, and flags accounts needing human intervention.
The problem
Days sales outstanding keeps creeping up. Following up on unpaid invoices is awkward, repetitive, and the kind of work everyone avoids until cash flow tightens. The result: clients who would have paid promptly with a gentle nudge end up 60+ days late because nobody remembered to send the reminder. And the truly delinquent accounts don't get escalated because they're mixed in with everyone else.
What we build
We connect to your accounting system and run an aging schedule on autopilot. Invoices get gentle reminders at the right intervals (configurable per client tier), escalating in tone as they age. Payment plan offers fire at thresholds you set. When something exceeds the rules, it routes to a human with full context. You see a monthly AR health report; the agent does the busywork.
Outcomes
Consistent, automated follow-up outperforms "I'll get to it" by a wide margin. Most clients see the biggest gains in the 30–60 day aging bucket.
Manual AR follow-up typically eats 5–10 hours/week at SMB scale. The agent handles 90%+ of it; humans only touch the escalations.
Forecasting based on actual historical payment patterns — not optimistic assumptions about when clients will pay.
Capabilities
Every deployment ships with these. We configure them to your business — you don't rebuild them from scratch.
Real-time sync with QuickBooks, Xero, FreshBooks, or Wave. Invoice status, customer history, payment terms — all pulled automatically.
First nudge at +3 days. Polite check-in at +14. Firmer ask at +30. Escalation at +45. All adjustable per customer tier or payment terms.
Email by default, with SMS for high-priority accounts. The system uses whichever channel got the previous response.
Configurable thresholds — e.g. "if balance > $5K and age > 45 days, offer a 3-month plan with X% fee." Removes the awkward "can we work something out" call.
Defines when humans take over: tone-detection on customer replies, threshold breaches, repeated non-response. Comes with a queue you can work through in one sitting.
Predicts when invoices will actually be paid based on each customer's historical pattern, not the stated due date.
Pricing
Pricing is monthly, cancel anytime. Most clients start at Standard and adjust after the first 90 days.
Single accounting system, email-only follow-up.
Multi-channel, payment plans, escalation queue.
Custom workflows, cash flow forecasting, optimization.
Integrations
Don't see your tool? Most integrations are 1–2 days of work — ask.
Ideal for
Service businesses, agencies, contractors, professional services — anyone who invoices clients and finds themselves chasing payments more often than they'd like.
Pairs with
Most clients run two or three solutions side by side. Here's what compounds best with this one.
Closes the loop end-to-end: proposal → contract → invoice → collection. Each system feeds the next without manual data entry.
See the solutionAR health and cash flow data flow into your BI layer alongside revenue, pipeline, and operational metrics.
See the solutionFAQ
The tone matches what you'd write yourself — calibrated to your brand voice, with escalation patterns you control. Most customers won't realize anything changed except the consistency.
The agent detects dispute language (refund, wrong amount, didn't receive) and routes the thread to a human immediately with full context. It never tries to argue.
Yes — it inherits whatever's in your accounting system. Multi-currency, VAT, GST, etc. are all handled at the accounting layer, not by us.
Book a free 30-minute discovery call. We'll figure out whether this fits your situation, what a realistic deployment looks like, and what it would actually cost. No pitch — just a working answer.