30-day trial
Start with your overdue invoices.
Create a private workspace, import an aged-debtors CSV and keep the next chase decision beside each customer.
Fictional product demo
Review the weekly plan, then open a reminder preview. Nothing here is connected or sendable. Start a trial when you are ready to use your own Xero, FreeAgent or CSV data.Solo trial
Credit control
Workspace setup
Get to the first reviewed reminder
- 1Add invoice dataConnect read-only or import CSV.
- 2Review a reminderCheck the recipient and wording.
- 3Connect a mailboxNothing sends when it connects.
- 4Activate the scheduleSending starts only after review.
First step
Bring in your overdue invoices
Choose Xero or FreeAgent, then sign in to connect read-only. There is no API key or technical setup.
Next actions
This week's collection plan
Failed sends and missing emails first, followed by promises, due actions and largest balances.
Receivables overview Ageing, concentration and balance movement
Balance movement
How the overdue balance has changed after daily imports and syncs.
Ready for repeat imports
Not connected
Read-only invoices, contacts and payment status.
Not connected. Nothing is sent automatically
Solo workspace
Reminder schedule
Draft timing for customers with active overdue balances.
| Customer | Overdue | Invoices | Oldest due | Status | Promise date | Note |
|---|
No overdue invoices yet
Import an aged-debtors CSV with one row per overdue invoice. You can import a fresh export next month without losing your chase notes.