For accountants & bookkeepers

The chase pack, batched across your client list.

Upload an aged debtors CSV per client and SHVL returns a ZIP of editable Word letters, matching email drafts, and the statutory calculation log. You review, edit, and send each chase from your own mailbox or hand the pack to the client for sign-off.

Templates and calculations under the Late Payment of Commercial Debts (Interest) Act 1998. Not legal advice. Nothing auto-sent.

Generate a chase pack See pricing
.docx
three editable Word letters per debt: friendly, statutory, final warning
.eml
matching email drafts for Outlook, Gmail, or Apple Mail with recipients pre-filled
.xlsx
statutory calculation log: per-day interest, Schedule 6 sum, audit trail per client

The admin packs accountants can add after the chase pack.

Xero overdue import
Pulls overdue invoices from Xero into the chase-pack flow so repeat chasers start from the live ledger instead of another CSV.
XeroComing soon
Missing document chase
Spots who still owes statements, receipts, or invoices and sends the right follow-up on a schedule.
Follow-onDrafts only
Report request handler
When someone asks for the latest numbers, SHVL finds the source sheet, drafts the reply, and logs the request without another inbox loop.
Follow-onWorkbook source
Weekly reporting automation
Reads the source workbook, drafts the owner or client update, and keeps the weekly reporting loop visible instead of rebuilding the same summary every Friday.
OutlookExcel
Invoice and receipt intake
Turns forwarded invoices and receipts into structured rows so month-end does not start with copy-paste.
GmailXero
Deadline and reminder nudges
Keeps filing and review deadlines moving without relying on someone to remember who still needs chasing.
CalendarGmail

Pages and proof assets worth starting with.

Money page

Outlook + Excel pack

The Microsoft-stack page for finance and admin teams that want the pack story anchored in Outlook, Excel, OneDrive, and visible logs.

Outlook · Excel · admin packs
Money page

Document chasing workflow

The clearest workflow page for missing statements, receipts, payroll forms, and the reminder loop that keeps landing back on finance/admin teams.

Document chase · reminder log · finance admin
Money page

Weekly reporting automation

The clearest reporting page for teams that keep rebuilding the same owner, client, or finance summary from a workbook every week.

Weekly reporting · workbook source · review every draft
Support page

Repetitive admin tasks worth automating first

The support page for teams deciding which repetitive tasks are worth automating first, and which ones should wait until the visible weekly drain is under control.

Support intent · prioritisation · accounting ops

Try a chase pack on a single client.

£19, one CSV, one ZIP. The cleanest way to see whether the chase pack belongs in your monthly client cycle. Repeat chaser and admin packs come later, only if the chase pack already saves you a morning.

Generate a chase pack Chase clients monthly

Templates and calculations only, not legal advice. Letters should be reviewed before sending.