Features
Invoice import
Sync open invoices, clients and payment status from your accounting system.
Rule-based prioritization
Days overdue, balance size, promise history and billing type — each score shows its reasons.
Reminder schedule
Upcoming, due today, overdue and second follow-up steps. After that, we recommend a personal call instead of more automation.
AI reminder drafts
Personalized to the billing type and client relationship. Guardrails block threatening or misleading language.
Tone per client
Friendly, neutral or firm. Key clients always get a warm tone.
Human approval
Nothing is sent without approval. Edit anything before it goes out.
Promise-to-pay
Replies are read for payment commitments; dates are tracked and broken promises flagged.
Dispute detection
Scope, hours, pricing, quality or duplicate concerns pause reminders and draft an acknowledgement.
Weekly AR summary
Outstanding, overdue, aging, promises and disputes — in plain English.
Audit log
Every draft, approval, reply and payment is recorded.