Help center
Getting started
- Create an account or open the demo sandbox.
- Connect your accounting tool (demo connection during preview).
- Import invoices and review the priority list.
- Draft, edit and approve reminders.
Common questions
Is this a collection agency?
No. Reminders are sent in your firm’s own name, to your own clients, about your own invoices. We never contact anyone as a third party.
Does anything get sent without my approval?
No. Every reminder is drafted for review. You can edit the wording, change the tone, or reject it. During the preview, approved emails go to a preview outbox and are not delivered.
Which accounting tools do you support?
QuickBooks Online and Xero are the planned integrations, using their official APIs. Until those connections are live you can explore the full workflow with demo data.
How is this different from the reminders built into my accounting software?
Built-in reminders follow a fixed sequence. We add context for retainer, milestone and hourly billing, per-client tone, promise-to-pay tracking, and dispute detection that pauses reminders when a client raises a concern.
Does the AI decide who gets chased?
The AI drafts wording and reads client replies to spot payment promises and disputes. Prioritization uses transparent rules you can see on each invoice. You make the final call.
Do you predict when clients will pay?
Not yet. Payment predictions need your payment history, so we do not show them until there is enough data to be meaningful.
Can I cancel anytime?
Yes. Plans are month-to-month and you can cancel from Settings.
Where is my data stored?
The hosting region will be confirmed on this page before public launch (a United States region is planned). Data is encrypted in transit, and we only import what reminders need: clients, contacts, invoices and payment status.