Collections for owners & finance teams

Get overdue
invoices moving.

See who needs a follow-up, review the next message, and plan for expected cash.

Join early accessSee how it works

QuickBooks Online or CSV. Gmail is optional.

Your next follow-ups

$18,400 overdue
All overdue
Illustrative overdue invoice queue, as of October 4, 2026
CustomerAmountDays overdueAction
Summit StudioINV-1042 · Sep 4, 2026$6,80030 days
Harbor ServicesINV-1037 · Sep 15, 2026$4,20019 days
Cedar & Co.INV-1031 · Sep 28, 2026$3,0006 days
Northwind SupplyINV-1028 · Sep 12, 2026$4,40022 days
Summit Studio$6,800
30 days overdue
Harbor Services$4,200
19 days overdue
Illustrative product preview · example data as of October 4, 2026
At launch QuickBooks Online Gmail optional CSV importOpenAI MCP coming soonOther ERPs coming soon

A clear next step for every overdue invoice.

01

Bring in your invoices

Connect QuickBooks Online or import a CSV file to see what’s overdue.

QuickBooks Online
CSV file
02

Review the next follow-up

Get a suggested message you can edit and send from your own email.

Subject Payment reminder for invoice INV-1037

Hi there,

Just following up on invoice INV-1037 for $4,200, which is 19 days overdue. Let me know if you have any questions or if there’s anything I can do to help get this resolved.

Thanks,
Your name

Review and edit before sending from your email.
03

See expected cash

Track aging and the cash you’re waiting on, all in one place.

Aging

Illustrative aging balances
Not due yet$12,900
1–30 days$8,400
31–60 days$4,200
61–90 days$1,300
90+ days$600
Illustrative product preview

Less inbox chasing.
More control over collections.

Keep follow-ups moving

See who needs a follow-up, use suggested messages, and keep conversations organized in one place.

Know what cash you’re waiting on

Get a clearer view of overdue invoices and expected cash so you can prioritize your time.

Built for small teams with real receivables.

For owners

Get a clear view of what’s outstanding, follow up with customers, and stay on top of cash without adding more tools.

For finance teams

Keep collection work consistent and share visibility with your team, using your existing accounting setup.