Receivables agent
Invoices out on time. Late payers chased.
The receivables agent sends your invoices, follows up when they are late and matches each payment to its invoice when it lands.
What it does
01
Raises and sends invoices from your billing data.
02
Sends polite reminders when invoices pass their due date.
03
Matches incoming payments to invoices.
04
Tells you which customers owe what, and for how long.
You decide
Who gets chased, how firmly, and when an account goes to you.
A person checks
Our accountants review the debtor list at every month-end.
How we bring it in
Nothing changes until the agent gets it right.
01
We learn how you work now
One round of questions and a call. We write down every job, who does it today and which systems it touches.
02
We connect, read-only
The agents read your bank, ledger and tools. They change nothing yet.
03
A parallel run
The agent does the job next to whoever does it today, for one or two cycles. We compare the results line by line. Nothing it does goes out.
04
Switch on, one agent at a time
Only when the results match, and only when you say so. The rest of your process stays as it is.
05
Our accountants stay on it
A named accountant checks the work and answers to you. If something looks wrong, a person looks at it.
Questions.
Will it upset my customers?
You set the tone and the timing. You can hold any customer back from reminders.
Does it work with Stripe?
Yes. It matches card and bank payments, including payouts from payment providers.
The rest of the team
Start with the receivables agent.
A free call. Tell us your companies and how this job is done today.
Talk to us