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Sample workspace — example data, not your own. Sign up free to run it on your own.
Accounts receivable Today Reminders Promises Data & settings
Data: your accounting system (invoices) + Stripe / bank (payments) · a scan runs once a day or on demand

Connect your books to start collecting

Connect your accounting + billing sources so the safe-to-dun engine runs on your open-AR book.

Get set up

Complete these steps to prepare the first reminder cadence. Nothing sends until every check is green.

0 of 6 ready
  1. Connect your books Link QuickBooks, Xero or Stripe so the engine reads your open invoices and payments. Connect books →
  2. Confirm you're the original creditor Attest that you're collecting your own invoices — the check that keeps reminders first-party. Confirm in settings →
  3. Connect your sending mailbox Add the mailbox reminders are sent from, so they come from your own address. Connect mailbox →
  4. Set your business name The legal name shown as the creditor on every reminder. Set business name →
  5. Classify your debtors Mark which debtors are businesses so only B2B invoices are chased. Review debtors →
  6. You're ready Every check is green. Open the cockpit to review the first cadence. Open cockpit →

Where we read invoices & payments

QuickBooks / XeroConnect either accounting system, read-only. Pulls your open-AR invoices and applied payments so the engine knows the real open balance on every invoice.Connect books
StripeOptional. Stripe is a payment signal, not your invoice list — it adds captured charges to cash application so a customer who already paid you through Stripe is never chased.Optional

Bank statement CSV

No Xero Payments OAuth? Upload your bank-export CSV. Rows with an exact amount + invoice-number reference are applied immediately; everything else becomes a suggested match for you to approve — nothing else is applied automatically.

Export from any bank: date, amount, and a reference column required. Max 5 MB.

We never chase a customer who already paid you across your connected sources

A deterministic cash-application engine proves which invoices are open across your connected sources. Anything it cannot prove is held for a human — never auto-chased.