Your tools, not ours.
- QuickBooks, Xero, FreshBooks, or Stripe
- Your payment link
Watches your invoices and sends escalating reminders at the intervals you choose, each referencing the actual invoice, amount, and work. Recognizes disputes and payment promises and routes them to you.
Invoice #1042, $4,200, 10 days overdue, client: Harbor Dental.
Hi Ann, quick note that invoice #1042 for the September website work ($4,200) is now ten days past due. Here is the payment link again. If something is holding it up on your end, just reply and we will sort it out. — Tom
Reminders auto-send from your templates. Disputes, partial-payment offers, and hardship messages stop the sequence immediately and are routed to you with a summary.
Every number here is illustrative. On kickoff we replace it with your inquiry volume, quote value, list size, or ticket count, and the bot reports observed results after that.
The tone is yours and it always assumes good faith. Most clients prefer a clear reminder to an awkward call.
Read-only. It never edits invoices, applies payments, or sends anything through your accounting system.
Yes. Any client, any invoice, any time.
One install for one business. The managed desk starts after 30 days, so the first month has one job: prove this bot deserves to stay.