Will the demo send emails?
No. Its data is invented and stays in your browser.
Managed receivables follow-up · pilot
Get back to work. We’ll keep track of who owes you.
For B2B service companies with invoices to follow up and no dedicated credit controller. We monitor the queue, prepare appropriate follow-ups, track promises, and flag the cases that need your judgment.
No customer messages are sent from this demo. All amounts below are illustrative.
Receivables deskIllustrative workspace
R 184,900Example outstanding balance across 8 invoices
- Awaiting a follow-up3 invoices
- Payment promised2 invoices
- Dispute needs owner1 invoice
- Paid and stopped2 invoices
One process, visible to you
A credit-control desk without another person to manage.
The service starts with your invoice status, applies a follow-up policy you approve, and puts exceptions in front of you before they damage a customer relationship.
01 / WATCH
See what is due
Pull the current invoice state from your approved source. Never treat a stale export as proof an invoice is unpaid.
02 / PREPARE
Follow up carefully
Use agreed timing and wording. The first pilot reviews messages before they go to customers.
03 / PAUSE
Catch exceptions
Paid, disputed, or promised invoices leave the ordinary reminder queue.
04 / REPORT
Know the next action
Get a short weekly view of outstanding items and decisions only you can make.
Interactive sample
Try the exception queue.
Select an action for a sample invoice. The dashboard changes locally in your browser; it does not contact a real customer or alter accounting records.
Friday review
Sample data · no live connection| Customer | Invoice | Amount | Days overdue | State | Next action |
|---|
Choose an action to see how the queue changes.
0Invoices needing a follow-up
0Cases needing owner attention
A paid status must be confirmed from the accounting source before a live service stops or sends a reminder. This demo lets you simulate the decision only.
First-customer pilot
Start with your real process, then prove it earns its place.
The pilot is scoped to one company, one invoice source, one approved follow-up policy, and a weekly exception report. We measure time spent, messages sent, cases resolved, and payment timing without promising a collection outcome.
Request pilot details →Included in the pilot
- Invoice queue and follow-up rules
- Payment, dispute, and promise-to-pay handling
- Message approval before customer contact
- Weekly owner report and audit trail
- Clear handover if the pilot ends
Pricing is set after checking invoice volume and integration effort. No payment is taken from this page.
Straight answers
Before you connect anything
Can it use Xero or QuickBooks?
That is the intended pilot scope, subject to your account permissions and an integration test. It is not represented as connected today.
Will it collect overdue debts?
It supports follow-up and visibility. Recovery depends on the underlying invoice, customer, and payment circumstances.
What happens to disputes?
Ordinary reminders pause and the owner gets a decision item. No automated legal escalation is part of the pilot.