SHVL

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Reviewed credit control for UK bookkeepers and businesses.

Review overdue invoices, payment promises and blockers before preparing the next reminder. Connect Xero, QuickBooks or FreeAgent read-only.

Connect accounts Try the demo →

Chasing for several clients? →

30 days free, no card required.

Nothing sends when you connect. Activate reminders only when you are ready.

Try a taskFictional demo

Customer What needs attention Next action

Northwind LtdNorthbank’s customer

Reminder to reviewRead the message before it sends

Review reminder →

Harlow Print CoNorthbank’s customer

Payment queryCheck the blocker before chasing

Review blocker →

Maple & Stone ArchitectsNorthbank’s customer

Missing contactConfirm the accounts email before chasing

Check contact →

Open any task to explore the real workflow. Fictional data. Nothing can be sent or saved.

Know why an invoice is still unpaid.

Review the payment history, promises and blockers before the next reminder.

Open the sample workspace →

Xero + SHVL

Xero records the invoice. SHVL helps you chase it.

Keep the accounting record in Xero. Use SHVL to review overdue invoices, payment blockers and the next reminder.

Compare SHVL and Xero

The work	Xero	SHVL adds
Bookkeeping and VAT	Bank feeds, reconciliation, reporting and VAT.	Reads approved accounting data. It does not replace the ledger.
Routine reminders	Runs automatic reminder schedules.	Customer-by-customer review, with payment, mailbox, balance and accounting checks before sending.
Collection blockers	Shows invoice status and aged receivables.	Tracks missing purchase orders, evidence, approvals and disputes with an owner and next action.
Correspondence and promises	Keeps invoice and payment activity with the accounting record.	Builds a case timeline from SHVL reminders, matched Microsoft replies and bounces, payments and promises.
Work across clients	Xero HQ and Practice Manager cover clients, jobs, time and billing.	A collections-focused Today queue across separate client workspaces with Practice access.
Other accounting systems	Works with Xero organisations and connected apps.	One follow-up workflow for Xero, QuickBooks, FreeAgent or an aged-debtors CSV.

If fixed reminders are enough, keep using them. SHVL is for work that needs judgement, context and a named next action.

Chase invoices for several clients from one practice queue.

Keep each client’s debtors and sending controls in a separate workspace. Review collection work across them from one queue. See the accountant workflow →

See the practice collections demo → Ask about Practice access →

From a full inbox to reminders you approve.

Replies, promises and payments land in one history per customer. SHVL writes the next reminder and waits for you to approve it. See credit control →

More than 200 unread invoice emails pile up. One customer promised to pay on Friday and did not. SHVL keeps one collection history per customer, writes the next reminder with the missed promise in it, and waits for you to approve each one. When Xero shows an invoice paid, chasing stops.

How reviewed invoice reminders and sending safeguards work

Eight checks stand between a reminder and a customer.

These are the checks the product runs, named as it names them. Five have to pass before a reminder can be queued at all. Two run again in the minutes before delivery, so a payment or reply that arrives overnight stops the send.

Must pass before a reminder is queued

Customer email
A valid recipient is on file. Without one the reminder is held, and no address is ever guessed.
Sending mailbox
A connected mailbox is ready. Reminders leave from your own Microsoft 365 or Outlook account, not from ours.
Overdue balance
The reminder contains a current overdue balance. Once the invoice clears there is nothing left to chase.
Customer state
The customer is open for chasing. Paused, promised and disputed customers are held with the reason recorded.
Reminder timing
A reviewed reminder step is available. If you have not saved a schedule, nothing is queued.

Your judgement, then a second look

Payment readiness
You mark whether the case is ready to chase. An open query, a missing purchase order or an awaited approval blocks the send until you resolve it.
Payment status
Checked again against connected accounting data before delivery.
Replies and bounces
Microsoft checks matched replies and bounces before sending. Gmail is send-only and cannot perform these checks.

And every step is a separate decision

Chasing is a sequence, not one email. A new workspace starts with three steps, which you can change. None of them sends on its own: each one comes back to you for review with its own wording. Recorded payment stops chasing after accounting data is checked. Microsoft also pauses on matched replies and bounces; Gmail replies need manual review.

On the due datePolite
7 days overduePolite
14 days overdueFirm

Check all of this yourself, before you connect anything

Open the sample workspace and click any reminder. The review panel and these checks are the same code your own workspace runs.
Connect Xero, QuickBooks or FreeAgent with read-only access, or connect nothing and import an aged-debtors CSV instead.
Connect your mailbox and use Send test to me inside the reminder review to post the real thing to your own address, before any customer is contacted.
Read what SHVL reads from your mailbox, in full, on the data handling page.

SHVL is operated by Studea Limited, company 17228961, registered in England and Wales. Gmail sending is in beta and reads nothing from your inbox.

Try the report, Excel review and Outlook reply.

Switch between the examples below. All use fictional data.

Open the interactive workspace → Fictional data. No accounts are connected and nothing can be sent.

SHVL Weekly credit control · Fictional completed review

Northbank Studio Ltd

Collection review generated 24 Jul 2026

Print or save PDF

Overdue position

Overdue balance: £12,940
Overdue customers: 4
Contactable balance: £11,900
Promises due: 1

This week's collection actions

Ranked by failed sends, missing emails, missed promises, due actions and overdue balance.

Priority	Customer	Next action	Overdue	Status and dates	Example decision
1	Northwind Ltd	Review reminderA reminder is due today	£4,200 2 invoices	ActiveOldest due 10 Jun 2026	Keep activeSend invoice copies first
2	Maple & Stone Architects	Add emailNo customer email is available	£1,040 1 invoice	ActiveNo promise recorded	Pause chasingConfirm accounts contact
3	Ellison Bookkeeping	Check promiseThe promised payment date has passed	£1,820 1 invoice	PromisedPromise 23 Jul 2026	Promised 31 JulPayment expected

Northbank-Studio-weekly-review-decisions.csv Fictional Decision CSV review

3 decisions ready

Customer and Case ID	Current position	Overdue	Review decision	Reviewer note and promise
Northwind LtdCase ID: demo-northwind	Review reminderStatus: Active	£4,200.00	Keep active	Send invoice copies before the next reminder.No promise date
Maple & Stone ArchitectsCase ID: demo-maple	Add emailStatus: Active	£1,040.00	Pause chasing	Confirm the accounts contact before chasing.No promise date
Ellison BookkeepingCase ID: demo-ellison	Check promiseStatus: Promised	£1,820.00	Record promised payment	Payment promised by the customer.Promise: 31/07/2026

Import decisionsSHVL matches each Case ID to the signed-in workspace.

Case status, reviewer notes and promise dates can change. Connected accounting records do not, and no reminder is queued or sent.

Back in SHVL

Imported decisions appear against the same fictional customer cases.

Northwind LtdActiveReviewer note saved Maple & Stone ArchitectsPausedPending reminders cancelled Ellison BookkeepingPromisedPayment expected 31 Jul 2026

Fictional data is used throughout.

Ask what needs attention. Review the next step.

Connect SHVL in ChatGPT or install the CLI. Start with: “Show my overdue invoices and the five customers who need attention first.”

The published ChatGPT app has five read-only tools for receivables and cases. The wider CLI catalogue includes additional reviewed workflows, while the website remains the place to connect data and manage reminders.

Open SHVL in ChatGPT → Use the SHVL CLI → npm install --global @shvlapp/cli

£19 or £29 a month. Practice on request.

Solo (£19) and Team (£29) run the recurring workspace after a 30-day trial with no card. Practice access for several client organisations is confirmed by email before it is enabled. VAT is shown at checkout.

See full pricing →

FAQ

Can SHVL send anything without me?

Connecting an account never starts sending. Scheduled reminders require a connected mailbox, your review and an activated schedule. Recorded payment is checked before sending. Microsoft also checks matched replies and bounces; Gmail is send-only and needs manual reply review. You can pause the schedule at any time.

What does SHVL read from my mailbox?

With Microsoft 365, Outlook.com or Hotmail, SHVL checks new inbox messages for replies and bounces to the reminders it sent, pauses chasing when it finds one, and discards everything else without storing it. Gmail sending is in beta and is send-only: SHVL reads nothing from a Gmail inbox. Your organisation's Microsoft consent policy may require administrator approval.

What is included in the 30-day trial?

Everything in Solo or Team: the debtor workspace, reminder schedule, previews, timelines, promises, CSV imports and the CLI. No card is required for 30 days and nothing is charged until you add one.

Do I need Xero?

No. You can connect Xero, QuickBooks or FreeAgent read-only, or import an aged-debtors CSV.

What can SHVL prepare in Xero?

The SHVL CLI can request live Profit and Loss, Balance Sheet and Trial Balance reports, and prepare draft invoices, quotes, supplier bills and purchase orders for review. It does not authorise payments or post drafts automatically.

Tell us the workflow you need.

Have a recurring credit-control task you want SHVL to help with? Tell us what starts it, which tools are involved and what a useful reviewed result looks like. We review requests before promising support.

Start chasing overdue invoices with a review step.

Try the fictional credit control workspace, then start a 30-day trial for your business.

Start 30-day trial →

How data moves through SHVL ->