Finance workflow

Late Payment Chaser

Overdue invoices get politely chased automatically — until they're paid or escalated.

Deployed in 20 minutes
6 tools integrated

The problem we solve

Cash flow is the silent killer. Invoices sit unpaid for 30, 60, 90 days because chasing payment feels awkward, takes time, and never seems urgent enough to do today. By the time it matters, you're juggling overdrafts and staff payroll.

How it works

We watch your accounting system for overdue invoices. Once an invoice crosses 7 days late, AI drafts a friendly reminder email referencing the specific invoice, amount, and due date — and sends it from your address. At 21 days, a firmer note. At 45, a final notice with payment options laid out clearly.

You stay in control: every escalation can require your approval, or you can fully automate it for clients you trust the system on. You get an alert if a customer responds so you can take over the conversation.

What changes when you have this

Before

  • ·Overdue invoices sit untouched for weeks
  • ·Chasing feels awkward and never gets done
  • ·Cash flow gaps cause real stress
  • ·Big clients exploit the inertia

After

  • Every late invoice gets chased on schedule
  • Tone stays professional
  • You only step in when something needs your attention
  • Cash flow improves measurably

Tools we integrate

XeroSageZoho BooksQuickBooksGmailOutlook

Use a different tool? If it has an API, we can connect it.

Best for

  • Service businesses with 30/60/90-day terms
  • Agencies billing retainers and project fees
  • Accounting firms managing client receivables

Industries

Marketing AgenciesAccounting FirmsProfessional ServicesReal Estate

Want this running in your business?

Book a free 30-minute discovery call. We'll see if this workflow fits your stack — and quote properly if it's a match.

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