What it does
Finds overdue invoices in the books or an aging export, checks for payments that already landed, ranks who to chase first and drafts one reminder per customer in the owner's voice, gentle or firm by that customer's payment history.
Works with your apps
- QuickBooksOverdue invoices, balances, payment history and billing contacts.One of these
- XeroOverdue invoices, balances and contacts.One of these
- StripeOpen invoices and payments that already landed.One of these
- PayPalPaid status on PayPal invoices.Optional
- SquareCard payments and invoice status.Optional
- GmailReplies from clients, and reminders saved as drafts for you to send.Optional
- OutlookReplies from clients, and reminders saved as drafts for you to send.Optional
More for finance
- Will I have enough cash?Maps your cash day by day and spots the tightest point before payroll or rent, from your books or a bank export.
- Close my books for the monthReconciles the month against your payouts, flags what needs you and explains the month in plain words.
- Pay my billsReads and codes your bills, checks your cash and proposes what to pay and when, so you release each payment with confidence.
- Get payroll readyTotals hours, flags every timecard issue, checks your cash and stages payroll for you to submit.
- Get my taxes ready for my accountantCloses your books, then preps your quarterly estimate, contractor list and accountant packet, ready for your accountant to file.
- Get my finances straightKeeps your books clear and your invoices moving: reads your books weekly, drafts reminders for late payers and closes each month plainly.
Put Chase who owes me money to work.
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