No more awkward emails or chasing down customers.
We track, notify and remind, so that you don't have to.
View it all in a custom dashboard built just for you.
Nothing changes about how you invoice. We add the follow-up that most small businesses never get around to.
From QuickBooks, from whatever you bill with, or from a simple list you give us.
A friendly heads-up before the due date, then a short, respectful note at 3, 10 and 21 days late, each with a link to pay. Written in your voice, sent in your name, approved by you first. The moment a customer pays, the reminders stop.
Replies, promises to pay and disputes come to us first. If an account needs a real conversation, we tell you who and why, with the history in front of you.
We never touch your money. Payments go straight from your customer to your bank through the payment link you already use.
Faster payment, your evenings back, and a clear view of who owes you what.
You don't switch software to work with us. We fit around you.
Your templates, your tone, your rules. Some customers you'd rather handle personally? They're left alone. Prefer no reminders before the due date? Switched off.
Invoice Follow-Up is the first. The rest are built on the same foundation.
| Solution | What it does for you | Status |
|---|---|---|
| Invoice Follow-Up | Every open invoice reminded in your name until it's paid; replies and disputes handled; you step in only for the calls that matter. | Taking first clients |
| Your dashboard | One login: who owes you, what's been sent, what happens next, and your monthly report. | Included with Invoice Follow-Up |
| Cash forecasting | A rolling 13-week view of what's coming in and going out, so payroll and hiring decisions stop being guesses. | Next |
| Finance automation | Small tools that remove your repetitive work: document intake, reconciliation checks, reports that update themselves, connections between the systems you already use. | By project |
Businesses that invoice other businesses and wait too long to get paid.
Contractors and trades. Government subcontractors. Law, consulting, marketing and design firms. Anyone whose customers pay "when they get to it."
It's not for businesses paid at the point of sale, or that bill consumers. And it is not a collections agency: no agencies, no credit reporting, no threats. Just steady, professional follow-up in your name, so the awkward email is never yours to send.
We built Invoice Follow-Up for our own clients first.
Once it has proven itself, other small firms will be able to offer it to their clients under their own name, from their own domain, with their own templates. Your clients get paid faster; you add a service to your invoice without adding hours.
More on this once the first clients have been through it.
Want the books handled too?Invoice Follow-Up is included as a line item for bookkeeping clients, and the two work best together.
See the servicesThree weeks from first call to reminders going out.
A 30-minute call. We look at your open invoices together and tell you honestly how much is sitting out there and how long it's been.
We connect to your invoices, you approve the reminder wording and schedule, and you tell us which customers to leave alone.
Reminders go out. You log in whenever you like. We check in at 30 days with your first report.
Invoice Follow-Up is offered as a monthly line item alongside bookkeeping, and on its own for businesses that keep their books elsewhere. Cash forecasting and automation projects are scoped separately. Pricing is quoted after the first call, based on volume.