How it works

From overdue invoice to a clear next step.

Bring your invoices, review your follow-ups, and see the cash you’re waiting on.

Join early accessExplore collections

QuickBooks Online or CSV. Gmail is optional.

Your next follow-ups

$14,000 overdue
All overdue
Illustrative overdue invoice queue, as of October 4, 2026
CustomerAmountDays overdueAction
Summit StudioINV-1042 · Sep 4, 2026$6,80030 days
Harbor ServicesINV-1037 · Sep 15, 2026$4,20019 days
Cedar & Co.INV-1031 · Sep 28, 2026$3,0006 days
Summit Studio$6,800
30 days overdue
Harbor Services$4,200
19 days overdue
Illustrative product preview · example data as of October 4, 2026
01

Bring in your invoices

Connect QuickBooks Online or import a CSV file to start with the customer and invoice data you already have.

QuickBooks Online
CSV file
02

See who needs attention

Review overdue balances, invoice age, and the context behind each follow-up.

Your next follow-ups

$14,000 overdue
All overdue
Illustrative overdue invoice queue, as of October 4, 2026
CustomerAmountDays overdueAction
Summit StudioINV-1042 · Sep 4, 2026$6,80030 days
Harbor ServicesINV-1037 · Sep 15, 2026$4,20019 days
Cedar & Co.INV-1031 · Sep 28, 2026$3,0006 days
Summit Studio$6,800
30 days overdue
Harbor Services$4,200
19 days overdue
Illustrative product preview · example data as of October 4, 2026
03

Review the next message

Edit a suggested message and choose what to send. You stay in control of the conversation.

To customer@harborservices.example
Subject Payment reminder for invoice INV-1037

Hi there,

Just following up on invoice INV-1037 for $4,200, which is 19 days overdue. Let me know if you have any questions or if there’s anything I can do to help get this resolved.

Thanks,
Your name

Review and edit before sending from your email.
04

See expected cash

Keep aging and expected collection timing visible, with planning assumptions you can review.

Expected collections

A four-week planning view

Illustrative weekly expected collections
Week startingExpected cashAssumption
Oct 5, 2026$6,800Expected this week
Oct 12, 2026$4,200Follow-up needed
Oct 19, 2026$3,000Timing under review
Oct 26, 2026$4,400Planning assumption
Illustrative planning example. Expected timing is not a payment guarantee.

Start with QuickBooks or CSV. Add Gmail when you’re ready.

Join early access. No payment or accounting connection required.

Join early access