AI-Powered Automation
Leverage cutting-edge AI to automate your invoice collection process
GPT-4 Powered Email Generation
Generate personalized, professional follow-up emails that match your brand voice and adapt to each client relationship.
- Multiple tone options (Professional, Friendly, Firm, Urgent)
- Context-aware messaging based on invoice history
- Brand voice consistency across all communications
- A/B testing ready templates
- Multi-language support
Smart Automation Sequences
Intelligent follow-up workflows that adapt based on client behavior, payment history, and response patterns.
- Smart scheduling based on client time zones
- Automatic escalation logic
- Auto-pause sequences when payment received
- Response detection and routing
- Custom trigger conditions
- Holiday and business hour awareness
Behavioral Intelligence
AI analyzes client payment patterns and engagement to optimize communication timing and approach.
- Payment velocity predictions
- Engagement score tracking
- Optimal send time analysis
- Communication preference learning
- Risk pattern recognition
Advanced Analytics & Insights
Data-driven insights to optimize your collection strategy
ROI & Efficiency Tracking
Comprehensive analytics showing the exact return on investment from your collection automation efforts.
- Time saved through automation metrics
- Revenue recovery tracking
- Cost per collection calculation
- Efficiency improvement over time
- Team productivity insights
AI-Powered Client Risk Analysis
Advanced machine learning algorithms assess client payment risk and provide actionable recommendations.
- Dynamic risk scoring based on behavior
- Early warning indicators
- Collection strategy recommendations
- Credit risk assessment integration
- Predictive payment modeling
Industry Benchmarking
Compare your collection performance against industry standards and best-performing businesses.
- Industry-specific metrics
- Peer performance comparison
- Best practice recommendations
- Market trend analysis
- Competitive positioning insights
Seamless Integrations
Connect with your existing business tools and workflows
Accounting Software Integration
Seamlessly sync with popular accounting platforms for automatic invoice import and payment reconciliation.
- QuickBooks Online (Coming Soon)
- Xero integration (Coming Soon)
- FreshBooks compatibility
- Automatic invoice sync
- Real-time payment updates
- Multi-currency support
CRM Connectivity
Integrate with your customer relationship management system for unified client communication.
- Salesforce integration
- HubSpot CRM sync
- Contact data synchronization
- Activity tracking
- Opportunity management
- Custom field mapping
Payment Platform Integration
Connect with leading payment processors for seamless transaction handling.
- Stripe payment processing
- PayPal integration
- Square connectivity
- Automatic payment links
- Global payment methods
- Webhook notifications
Enterprise Security
Bank-grade security and compliance for enterprise peace of mind
SOC 2 Type II Compliance
Comprehensive security controls and annual audits ensuring the highest standards of data protection.
- Annual third-party security audits
- Comprehensive security controls
- Data protection protocols
- Access control management
- Security incident response
Advanced Encryption & Privacy
End-to-end encryption with comprehensive privacy compliance for global operations.
- AES-256 encryption at rest and in transit
- GDPR compliance framework
- CCPA and US state privacy law compliance
- Data residency options
- Right to be forgotten implementation
Enterprise Access Controls
Granular permission management and audit trails for large organizations.
- Role-based access control (RBAC)
- Single Sign-On (SSO) integration
- Multi-factor authentication
- Comprehensive audit logs
- IP whitelist restrictions
- Session management
User Experience & Setup
Designed for ease of use and rapid deployment
Lightning Fast Setup
Get started in under 5 minutes with our intelligent onboarding process and data migration tools.
- Guided 5-minute setup wizard
- Automatic data import from existing systems
- Pre-built email templates library
- Smart configuration recommendations
- Video tutorial integration
Intuitive Dashboard
Clean, modern interface designed for both beginners and power users.
- Customizable dashboard widgets
- Drag-and-drop sequence builder
- Real-time performance metrics
- Mobile-responsive design
- Dark mode support
Advanced Customization
Tailor the platform to match your specific business processes and branding requirements.
- Custom email templates
- White-label branding options
- API access for custom integrations
- Advanced workflow customization
- Custom field creation
Feature Availability by Plan
Choose the plan that best fits your business needs and feature requirements.
$29/month
Perfect for small businesses
$79/month
Ideal for growing businesses