From accounts@yourfirm.comTo Client B · Subject: Invoice #2026-114, friendly reminder
Automations / Collections
Overdue invoices, chased politely. Without you.
Every overdue invoice gets a reminder on the days you choose, from your own email and in your wording. It checks your accounting software every morning and stops the moment the client pays.
from $1,500 · fixedready in 2 weeks30 days of tuningalso in the Cash & Collections package
email · to Client Bday 3
Hi Sarah, a quick reminder that invoice #2026-114 for $8,400 was due on Oct 19. Here's the link to pay.
QuickBooks · sync06:00
Invoice #2026-109 marked as paid. Reminder sequence stopped automatically.
#finance · SlackThu 09:12
Client A is 20 days late on $30,000. Third reminder sent. Want to call them yourself?
paused by you?see invoice
email · to Client Dday 10
Following up on invoice #2026-121 for $2,150, now 10 days past due.
Chasing payments, before and after.
overdue invoices
You notice late payers when the bank looks thin, then go through the list by hand.
the emails
Awkward messages written one by one, and some never sent because it feels uncomfortable.
when they pay
You check the bank before writing, so you don't chase someone who already paid.
your time
Hours a month, and the feeling of always being behind.
What you get.
#2026-109 · Client C$4,900 · 6 days latechecking…
#2026-114 · Client B$8,400 · 3 days latechecking…
#2026-098 · Client A$30,000 · 20 days latechecking…
#2026-121 · Client D$2,150 · 10 days latechecking…
Paid in your ledger = no more reminders. Nobody gets chased for an invoice they already paid.
Client A$30,000 · next reminder: day 30
Client B$8,400 · next reminder: day 10
Client D$2,150 · next reminder: day 20
Try it: switch off a client and their reminders stop until you turn them back on.
How it gets built.
week 1
Connect
You create your server and accounts with a guide, then connect your accounting software and email with one click.
you: about an hour
week 2
Write
Reminder wording, days and tone. You approve every message before anything is sent.
you: 30 minutes
go-live
Switch on
Reminders start with your real overdue list. You get a copy of the first ones.
you: a quick check
+30 days
Tune & hand over
Thirty days of adjustments. Then my access is removed and you get a short guide.
it runs without me
What's included.
- Three-step reminder sequenceYour wording, your days, sent from your email.
- Daily check against your ledgerStops automatically when the invoice is paid.
- Pause per clientFor the cases you prefer to handle yourself.
- 30 days of tuningAdjustments with your real data.
- Handover guideWhat runs, when, and how to change it.
from$1,500
fixed · quoted in writing before I start
timeline counts from the day your accounts are connected
What you'll need.
- QuickBooks Online, Xero or OdooThe accounting software you already use.
- A server and accounts in your nameFor the automation tools. You pay the providers directly, at their price.
- The email you invoice fromConnected through its official sign-in.
- About an hour and a half of your timeSpread over two weeks.
I don't host or keep your data. My access is temporary and removed at handover.
Works well with.
Cash & Collections
Reminders, the Monday report and the 13-week forecast together.
Alerts
A message in Slack, Teams or email when it matters, silence when it doesn't.
Weekly cash report
In, out, who owes you and the lowest point ahead, every Monday.
Questions.
Who sends the reminders to my clients?
The system sends them from your own email, in your wording, on the days you choose. You approve the text once before anything goes out.
What if a client has already paid but it isn't in the books yet?
The reminder only goes out if the invoice is still open in your accounting software that morning. Keeping payments up to date is what makes it accurate, and Bank reconciliation can do that part too.
Can I stop it for one client?
Yes. Any client can be paused with one click and turned back on later.
Do I have to give you my passwords?
No. Your accounting software and the other tools connect with one click through their official sign-in, to a system in your name. I never see those passwords.
Where is my data stored?
On a server and accounts in your name. Nothing is copied to my systems, and my access is removed at handover.
Is there a monthly fee?
Not to me. You pay your own providers (server, automation and AI accounts) directly, at their price. The setup is a one-off fixed price.
Stop chasing.
Get paid.
Tell me how you invoice today and which software you use. You'll get a fixed quote in writing within two business days.