Services Cash collection

Invoices that chase themselves.

Overdue invoices found by scrolling. Busy week? The money waits. Cash collection sends, reminds and matches on a schedule, so the only invoices you think about are the ones that need a phone call.

Book a fit checkHow it works

Cash collection, under the hood.

What leaks today

  • Invoices go out late because someone has to build them by hand.
  • Reminders depend on someone noticing, and nobody enjoys sending them.
  • Payments land in the bank and sit unmatched until month-end.

What the bots do

  1. Finished jobs and shipped orders turn into invoices the same way, every time.
  2. Friendly reminders go out on the schedule you set, in your tone, stopping the moment someone pays.
  3. Payments are matched to invoices in the books; anything that doesn’t match is flagged.
  4. Every morning: what came in, what’s due, what’s late, and who needs a call.

What stays with you

  • Your payment terms and how firm the reminders get.
  • Which accounts get a phone call instead of an email.
  • Write-offs, payment plans and anything involving a relationship.

Built on what you already have: QuickBooks or your accounting software, your bank feed, your invoicing tool and your email.

Fair questions

Will reminders annoy my best customers?

You set the schedule and the tone, and you can exclude any customer. Reminders stop as soon as a payment lands.

Does this touch my bank account?

Bots read payment information to match it to invoices. Moving money stays with you.

What about customers who always pay late?

They show up on the morning list with their history, so the call you make is an informed one.

Not every business needs every module.

The fit check shows which ones pay for themselves in your shop. Here are the others.

Start with the process that annoys you most. We’ll take it from there.

Book a fit check