How it works
From first conversation to weekly reporting.
Getting started takes about a week. You keep invoicing the way you do now; we take over what happens after the invoice is sent.
- 01
Connect your existing invoicing workflow
You keep invoicing exactly as you do now in Xero, MYOB or QuickBooks. We get read access to outstanding invoices, or work from a regular export while integrations are set up.
- 02
We review your outstanding receivables
A free review of what is owed, how old it is and where follow-up is falling through the cracks. You get the findings whether or not you go ahead.
- 03
We agree a follow-up process
Together we set the reminder schedule, the tone, which customers are handled differently, and what gets escalated to you. Nothing is sent until you approve the process in writing.
- 04
We monitor and follow up
Reminders go out on schedule. Replies are read and recorded, promised dates are tracked, and anything paid, on hold or disputed is stopped immediately.
- 05
You get clear weekly reporting
What is outstanding, what came in, who has promised to pay and when, and the accounts that need your attention. One page, every week.
Safeguards
Built so the wrong message never goes out.
Chasing a customer who has already paid damages relationships. Our process is designed around that.
Paid means stopped
Payment status is checked before every reminder. An invoice that is paid or on hold is never chased.
Disputes pause follow-up
If a customer questions or disputes an invoice, reminders stop and the account comes straight to you.
You authorise every account
We only contact customers you've approved, through the channels and at the times you've agreed.
A complete record
Every reminder, reply, promise and payment is timestamped, so you can always see the full history of an invoice.
Setup takes about a week.
Start with a free review. If it makes sense to go ahead, we agree the process together and you approve every message before anything goes out.