Daily Summary Digest
Stay Updated Without Logging In
You don’t need another dashboard to stare at. Instead, we bring the numbers to you — crisp, concise, and right when you need them. Every day, your AI Assistant compiles the key movements in your receivables process into a digest you can skim in seconds. Delivered straight to your inbox or Slack, it’s the kind of update that keeps you informed without interrupting your day.
Because the best tools keep you informed without demanding your time.
You’re busy. Your inbox is full. This feature is built to cut through the noise and surface only what’s important — no clutter, no filler. Just one clean update that lets you know exactly where things stand in your receivables, every single day.
New Payments Logged:
Quick view of what’s been paid and what’s been partially cleared
Overdue Invoices Still Open:
Spotlight on which accounts remain unpaid and how long they’ve been outstanding
Messages Sent & Replied To:
Track engagement — who’s opening, who’s responding, and where attention is needed
Alerts & Attention Areas:
Calls out issues like disputes, escalations, or no-response follow-ups so you can act quickly
Automatically gathers essential data from the last 24 hours
Captures invoice activity, customer replies, payments received, reminders sent, and more
Formats the highlights into a clean, readable summary
Delivered at your preferred time (morning, mid-day, or end-of-day)
Sent via Slack, Microsoft Teams, or email — your choice
