Following up on invoices is the work no one wants to do and everyone puts off. It is also one of the automations whose impact can be measured most quickly.
The system reads your due dates from your billing tool, detects overdue invoices, and triggers a sequence of tiered follow-ups. You define the tone, frequency, and content of each stage: a courteous first reminder a few days after the due date is not worded the same way as a formal notice at sixty days.
The sensitive point is not sending the follow-up, but removing the invoice from the cycle. Following up with a customer who has already paid costs more than the invoice itself. The system therefore checks payment status before each send and immediately removes a paid invoice from the sequence.
You remain in control of sensitive cases through an exclusion list: accounts you prefer to handle yourself never enter the automated process.
We prioritize connecting to your existing tools. This list adapts to your environment, not the other way around.
It can send the message you have drafted and approved, at the stage you have defined. The legal classification of a letter and its consequences are your decision and, where appropriate, that of your legal counsel. We automate sending; we do not draft legal documents.
They are removed from the cycle immediately. This is the system's most important rule: payment status is checked before every send, not only when the sequence begins.
Yes, through an exclusion list that you manage yourself. An account on that list never enters the automated process, regardless of how late the payment is.
Describe it to us in a few lines: which process, how many times a week, and how many people it affects. We will respond with an initial assessment of what can be automated and what cannot.
Response within one business day · Quote after scoping · Confidential discussions