Starter · $149 a month · annual

Stop chasing invoices by hand

Upload the open invoices you export from QuickBooks or Xero. Your workspace shows the AR aging report and emails every customer a reminder on a fixed schedule until you mark the invoice paid.

What Starter includes

• QuickBooks or Xero
• Automated invoicing and email/SMS dunning
• Cash application and reconciliation
• AR aging dashboard and predicted pay-dates
• Email support

In your workspace from the first minute

• Import open invoices from a CSV export (QuickBooks Online invoice list or A/R aging detail, Xero invoice export, or any sheet with invoice number, amount and due date)
• AR aging report: not due, 1 to 30, 31 to 60, 61 to 90 and over 90 days, per customer and in total
• Email reminder sequence per invoice: 3 days before due, on the due date, then 7, 14 and 30 days overdue
• Reminders carry your company name, your payment instructions, and replies go to your own inbox
• Pause or mark any invoice paid; re-upload a fresh export and invoices no longer listed close automatically
• Up to 1,000 open invoices and 200 reminder emails a day
• Email support

Start with a CSV export from QuickBooks or Xero, with nothing to install, or connect your accounting system from the workspace. Change plan or cancel anytime from the billing page in your workspace.