See overdue invoices, payment promises and blocked cases across client workspaces. Review reminder wording and the next action for each customer. Keep the accounting record in Xero.
Practice access keeps a separate owned workspace and Xero organisation for each client. The portfolio and CLI make the selected client explicit.
Connect Xero, QuickBooks or FreeAgent read-only, or import an aged debtors CSV. Reminder sending remains off until you connect a mailbox. Microsoft 365, Outlook.com or Hotmail are supported; review the wording and activate the schedule. Gmail sending is in beta and needs manual reply review.
Review fictional debtors, next actions and reminder wording without connecting a client or creating an account.
Use example debtor rows to test the free tools and preview the kind of batch SHVL expects.
Turn a CSV into a client review summary before drafting letters.
Open the Word letters, email drafts, Excel calculation log and README before using a real client ledger.
Practice access supports multiple owned client workspaces, a separate connected Xero organisation for each client, practice-wide review and explicit CLI workspace switching. Limits and pricing are confirmed for the account. Solo and Team remain available for one workspace.
Templates and calculations only, not legal advice. Letters should be reviewed before sending.
Have a recurring client 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.