Use case 10 · Collections assistant
Get paid on time, without the awkward calls.
A collections assistant for your finance team. It watches open invoices every day, flags the late ones and drafts polite, personal reminders ready to approve and send. Cash comes in sooner, and nothing slips.
The problem
“We only notice late invoices when cash gets tight.”
- Late invoices are only noticed when cash gets tight.
- Follow-up depends on someone remembering, and awkward calls get put off.
- Nobody has a clear view of who owes what, and for how long.
Open invoices→Late ones flagged→Reminders drafted
Before
Someone remembers to follow up, sometimes, and awkward calls get put off.
After
Late invoices flagged every day, with polite reminders ready to approve and send.
Good for: Finance teams, wholesale and service businesses.
How it works
From scattered work to done, in three steps.
1
Open invoices
We read open invoices and payment history from your accounting system every day.
2
Late ones flagged
Invoices coming due and past due are flagged and ranked by amount and age, with the customer’s history attached.
3
Reminders drafted
Polite, personal reminders are drafted at each stage, ready for a person to approve and send.
What you get
Built around how your team already works.
- A daily list of invoices due and past due
- Reminder emails drafted in your tone, at each stage
- Customer payment history at a glance
- A weekly aging summary for owners and finance
Works with
Popular with
Fixed price in writing within 48 hours. You own everything we build. No per-seat fees.
Questions
Questions about this tool.
Will reminders go out without our approval?
Only if you choose. Most teams approve every reminder at first, then let routine friendly reminders go out automatically.
Can reminders sound like us?
Yes. Reminders are written in your tone and change with each stage, from a friendly heads-up to a firmer follow-up.
Does it work with QuickBooks?
Yes. It works with QuickBooks, NetSuite and most accounting systems that can share invoice data.
Related use cases
Often built together.
Want this in your business?
Book a 30-minute call. Fixed price in writing within 48 hours.