For QuickBooks Users

Get Paid Faster. Avoid Cash Surprises.

Automated invoice follow-ups + cash-gap early warnings. Recover cash earlier without sounding pushy.

Connected to QuickBooks
No credit card required
Setup in 5 minutes

Trusted by service businesses

TechCorp
StartupHub
DesignCo
AgencyPro
ConsultFirm
cashflowai.com

$11,150

Outstanding

$5,250

Overdue

85%

Collection

Acme Corp

14 days late

$5,250

TechStart Inc

Due in 7 days

$3,800

Design Studio

Paid 2d ago

$2,100

Executing 3 steps
1
Finding Acme Corp invoice
2
Analyzing payment history
3
Generating friendly reminder
The Problem

Late payments don't just delay revenue

They create real operational damage that compounds over time.

Missed Payroll Risk

Late payments cascade into real operational damage. A few slipped invoices can mean missing payroll or vendor bills.

Hours Chasing Clients

Manually tracking who owes what, sending reminder emails, following up again... it's exhausting and awkward.

No Visibility Until Too Late

You don't know which invoices are at risk until your bank balance tells you there's a problem.

Cash Flow Anxiety

That sinking feeling when you realize AR won't cover next month's expenses.

Late payments aren't just annoying — they're operationally dangerous.

The Solution

Collections Autopilot + Cash-Gap Alerts

Connect your accounting system and get two outcomes immediately. Get paid faster and know your cash gap before it happens.

Collections Autopilot

Get paid faster without being pushy

Professional follow-ups that don't sound robotic. Turn overdue invoices into a clean, polite follow-up system.

  • Smart, polite reminder sequences
  • Escalation paths that match your tone
  • Pay links + invoice context included
  • Auto-pause follow-ups when paid
Reminder Sent
Invoice #1234 - Acme Corp
Day 7
"Hi John, just a friendly reminder that invoice #1234 for $5,250 is now 7 days past due..."

Cash-Gap Early Warning

Know trouble 4-8 weeks ahead

A simple cash outlook that shows at-risk invoices and suggests actions before problems become emergencies.

  • Simple 4-8 week cash outlook
  • At-risk invoices flagged early
  • Early warning alerts to act sooner
  • Action suggestions prioritized
Cash Gap AlertAction Required
Projected shortfall: $8,200
In 3 weeks
At-risk: INV-1234 ($5,250), INV-1238 ($2,950)
Best Fit

Built for Invoice-Based Businesses

If you invoice customers and feel cash flow swings, this is for you.

Service Businesses

Agencies, consultants, IT shops, recruiters, contractors

QuickBooks Users

Using QuickBooks Online (or Xero) with a bank feed

$20k+ Monthly AR

Have significant invoicing or recurring accounts receivable

Feel the Cash Swings

Experience cash flow anxiety even when business is 'doing fine'

Connected to QuickBooks
Read-only sync • SOC 2 compliant • Setup in minutes

Not on QuickBooks? We can still run a pilot via CSV export. Xero integration coming soon.

How It Works

Up and Running in Under 15 Minutes

Four simple steps to automated collections and cash visibility.

2 minutes
01

Connect QuickBooks

Secure, read-only connection to pull open invoices, due dates, and payment status.

Instant
02

We Generate Your System

Choose your tone (friendly to firm), timing, and channels. We set up your follow-up sequences.

10 minutes
03

Approve Templates Once

Review and customize reminder messages, escalation paths, and payment link formats.

Ongoing
04

Autopilot Runs

Sit back while we handle follow-ups. Get daily queues, weekly snapshots, and cash-gap alerts.

Core Features

Everything You Need to Get Paid Faster

Two powerful tools working together to protect your cash flow.

Smart Reminder Sequences

Recover 30% faster

Automated follow-ups that sound human. Customizable timing based on invoice age and client history.

Escalation Paths

Friendly → Firm → Final notice. You control the timeline.

One-Click Payments

Payment links in every reminder. Remove friction.

Auto-Pause on Payment

Stops follow-ups instantly when paid.

Custom Domain

Send from your own email domain.

All features included in every plan

Integrations

Connects to Your Existing Stack

Works with the tools you already use. No rip-and-replace required.

QuickBooks Online

Recommended

Our recommended integration for v1

  • Read-only OAuth connection
  • Syncs invoices & payment status
  • Customer payment history
  • Real-time updates

Not on QuickBooks? We can run a pilot via CSV export. Xero integration coming soon.

Optional Add-ons (Roadmap)

Payments

Payment status sync

Stripe
Square

Email

Send from your inbox

Gmail
Outlook

Notifications

Get alerts where you work

Slack
SMS reminders available on Growth and Pro plans
ROI Calculator

Will This Actually Pay for Itself?

See how collecting invoices just a few days earlier impacts your cash position.

Your Numbers

$5,000
20
21 days
7 days earlier
Cash Released Earlier
$0/mo

By collecting 7 days earlier

Annual Impact
$0
ROI vs Plan Cost
0x
The Math
20 invoices x $5,000 avg x 7 days faster
= $23,333.333 cash sooner each month
See Your Actual Numbers

Collect even one $5,000 invoice 7 days earlier, and the monthly fee pays for itself.

Pricing

Simple, Transparent Pricing

One plan. Real results. Cancel anytime.

Recommended

Growth

Best for agencies, IT services, recruiting (11–50 employees)

$399/mo
QBO connection (read-only)
Email follow-up sequences + escalation
At-risk invoice list with AI scoring
4–8 week cash-gap early warnings
Weekly summary + Slack/email alerts
Up to 200 invoices chased/month
+ $499 One-time setup
Waived on annual plans

Templates, domain setup, baseline report, safe rollout

Start 14-Day Trial

Starter

For smaller shops

$249/mo
  • Same core features
  • Up to 50 invoices/month
  • 1 user, 3 templates
Get Started

Pro

Teams / higher AR volume

$699/mo
  • Everything in Growth
  • Team queue + assignments
  • Multiple playbooks
  • 500+ invoices/month
Contact Sales

14-Day Get-Paid-Faster Sprint

The fastest way to turn interest into paid proof

Connect QBO in minutes
Launch sequences immediately
See 'paid invoices moved' snapshot
Cash-gap risk reduced report

Rolls into $399/mo Growth plan if you continue

$499one-time
Start Sprint Now

Add-ons available: SMS (usage-based)Voice calls (+$99–199/mo)

14-day free trial on all plans • No credit card required
FAQ

Frequently Asked Questions

Everything you need to know about getting started.

Ready to get paid faster?

Stop Chasing Invoices. Start Collecting Them.

Get collections on autopilot and see cash issues early. Join hundreds of service businesses who've automated their collections.

Connect QuickBooks
Approve your templates
Turn on follow-ups
Start getting paid faster
14-day free trial
No credit card required
Cancel anytime
Setup in 5 minutes