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Introducing Reminder Tools
Your new AI Accounting Assistant
Meet your AI-powered accounting assistant — built to work seamlessly inside QuickBooks, Xero, and other leading platforms. Without changing your workflow or enabling automation, you can ask natural questions, generate real-time reports, visualize your receivables, and uncover insights that would normally take hours to find. Whether you're chasing clarity, trends, or confidence in your AR — this assistant has you covered.
Free during Beta
For a limited time.
Advanced AI Agent • Seamless Tasks
Automate your credit management
We've built a suite of AI-powered solutions that can help you make smarter decisions, faster.
AI Assistant Mode
Insight without automation. Ask, analyze, and understand your AR like never before."
Get real-time visibility into your accounts receivable without making a single change to your workflow. Ask natural language questions, generate instant reports, view invoice insights, and uncover key trends — all within your accounting platform. Perfect for users who want clarity, not control.
Active
Natural Language Queries
Ask the AI questions about your AR data
Invoice Insights Panel
Get smart context and analysis when viewing any invoice
Customer Profile Summaries
Payment behavior, risk rating, history
AI-Generated Reports
On-demand aging reports, cashflow insights, customer risk
Task Management
Generate daily task lists in order to focus your time and attention on key actions
Financial Coaching
Grow your knowledge and skills by asking your AI to provide insight about all data inside your accounting platform
Co-pilot Mode
AI assists — you stay in control.
Let the AI support your daily credit control workflow by drafting follow-ups, analyzing replies, suggesting actions, and tracking every step — all while you approve and guide the process. Ideal for finance teams who want efficiency without giving up oversight.
Active
Follow-Up Message Drafting
AI drafts follow-ups for user approval
Customer Reply Interpretation
AI interprets tone and intent from customer responses
Suggested Escalations
AI flags non-responsive or problematic accounts
Manual Payment Plan Suggestions
AI drafts proposed payment plans for user to send
Approval Queue
User reviews and greenlights all AI actions
Automated Communication
Let your assistant manage all communications with your customers via email, sms, slack or whatsapp
Autopilot Mode
Fully automated AR, powered by AI.
Go hands-off. The AI takes full ownership of your receivables — sending reminders, adjusting tone, managing payment plans, escalating when needed, and reporting performance in real-time. Designed for teams ready to scale without manual effort.
Active
Automated Follow-Ups
AI sends reminders on schedule
Tone-Shifting Based on Behavior
Friendly → Firm → Escalation
Auto-Pausing on Dispute Detection
Stops messaging if conflict detected
Auto-Escalation Logic
Escalates customers based on risk thresholds
Autonomous Channel Switching
Switch from email to WhatsApp/SMS automatically
Smart Payment Plan Proposals
AI creates, sends, and manages plans
Invoice Grouping & Threading
Combines comms for better customer experience
Workflow Customization Logic
Custom triggers, delays, and rules
Real-Time Autonomous Reporting
AI surfaces key performance shifts automatically
Deploy in Seconds
How it works?
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— 890m Transactions Completed
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Preferred stock may be hybrid by having the qualities of bonds of fixed returns and common stock voting rightson.
Simple Pricing
Preferred stock may be hybrid by having the qualities of bonds of fixed returns and common stock voting rightson.
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