A/R Automation · B2B

Aging A/R, on autopilot.

See what's recoverable in two minutes. Our AI plus a human ops team send polite invoice follow-ups in your business name. You only pay against funds your business receives.

Two-minute sync. No card. No contract.
QuickBooks-native · US-based ops · SOC2-track · Cancel anytime
Sample · A/R aging snapshot live demo
$76,420 Open invoices
0–30 $23,690
31–60 $18,340
61–90 $12,225
91–120 $8,410
120+ $13,755
$52,730
We'd contact 34 clients across the 31–120 buckets first.
Polite cadence, business-hours, your domain.
Synthetic preview · your numbers in two minutes
How it works

A managed loop on top of your ledger.

Most controllers spend four to six hours a week pinging clients about open invoices. We handle that loop end-to-end and only invoice you on a fraction of what closes.

01 · Estimate

See what's recoverable.

Share your aging report or paste a few numbers. We come back with what's recoverable, which clients we'd contact first, and the cadence we'd use. No commitment, no QuickBooks connection yet.

02 · Sync

Connect QuickBooks (or upload a CSV).

Once the plan looks right, one-click OAuth into QuickBooks Online. We pull open invoices, client contacts, and your aging report, nothing else. No QuickBooks? CSV upload works fine.

03 · Send

AI drafts. Humans approve. Messages go out.

Sorted by age, client history, and channel preference: strategic accounts get a softer cadence, stragglers get a firmer one. In your business name, from your domain or a friendly proxy line. We pause anything you flag.

04 · Settle

Funds land in your account directly.

Clients pay you. We reconcile against QuickBooks automatically. A weekly digest shows what closed, what's in flight, what we paused.

Outcome-based

We invoice only against funds your business receives.

A flat percentage of what closes. If a client doesn't pay, you don't pay us. No setup fees, no monthly minimums, no annual contracts.

10% of what closes

Most outsourced billing services charge $500–$2,000/month retainers plus per-attempt fees, regardless of outcome. We invoice you afterward, on a fraction of what your business actually received.

  • Zero setup or onboarding fee
  • Zero monthly minimum or retainer
  • No annual contract, cancel anytime
  • You see every message before it sends
  • Pause or remove any client anytime
  • Weekly reconciliation digest

First-party service operating in your business name · your clients pay you directly · we invoice you afterward

Integrations

Plug into the stack you already run.

QuickBooks Online is the smoothest path today. Bring whatever you have. We'll work from a CSV if needed.

Live QuickBooks Online OAuth sync. Invoices, contacts, payments, aging. Two-way reconciliation.
Beta Xero Read-only sync this quarter. Two-way reconciliation Q3.
Live Stripe / Bank feed Payment confirmation in near-real-time. Auto-stops outreach the moment funds land.
Any system CSV upload Drop an aging report. We map columns. Manual reconciliation by your team.
FAQ

Before you sync.

How is this different from billing software?
We're a managed service, not just software. AI drafts; a US-based ops team reviews, approves, and sends every message. You don't operate it. We do.
Will my clients know it's not me?
No. Outreach goes out in your business name from your domain (or a friendly proxy line we set up for you). Tone matches a professional in-house bookkeeper.
Are you a third party, or an extension of my team?
Extension of your team. We act as your A/R operations group. Your clients pay you directly. Funds never touch our accounts.
When do I get paid?
The moment your client pays. Funds land in your account; we reconcile against QuickBooks automatically and invoice you afterward.
What if a client disputes an invoice?
We pause outreach and escalate to you. Disputes are always your call. We never argue billing on your behalf.
Do I need QuickBooks?
QuickBooks Online is the most automated path today. Xero is in beta. For any other system, CSV upload works fine; reconciliation is manual until we add a native sync.
Is my client data safe?
SOC2-track. Encrypted in transit and at rest. We never sell, share, or use client data outside your account.
Can I cancel?
Anytime. No penalty. Disconnect QuickBooks and outreach stops within minutes.
Quick path

Just want to talk? Drop a note.

Two minutes

Move aging A/R off your desk.

Get a free estimate. We'll show you exactly which invoices we'd address, in which order, before anything goes out.

QuickBooks-native · US-based ops · SOC2-track · Cancel anytime