Stop chasing receivables by hand.
A done-for-you AR/AP cleanup & automation pilot for small accounting firms and SMBs — payment matching, AR aging, drafted collection emails, and duplicate-bill detection, all from a simple CSV export.
No access to your accounting system required. Works alongside Xero / QuickBooks / NetSuite. You approve every send.
Book a free proof run
See the tool in action →
If this sounds familiar
- Hours each month matching payments to invoices in a spreadsheet.
- Overdue accounts slipping because no one had time to chase them.
- Duplicate supplier bills paid twice — caught weeks later, if at all.
- No quick view of who owes what, and how old it is.
What you get
🔗 Payment ↔ invoice matching
Every payment reconciled against open invoices, including partial & split payments. Unmatched items flagged.
📊 AR aging summary
Current / 30 / 60 / 90+ — see exactly where the cash is stuck, in one view.
⏰ Collection emails, drafted
A ready-to-send chase email per overdue account, in the right tone for the aging bucket. You hit send.
🚩 Duplicate-bill detection
Catches duplicate supplier bills before they're paid — this alone often pays for the pilot.
How the pilot works
- Free proof run. You send one anonymized period (invoices + payments CSV). I send back a short proof report so you see exactly what it catches — no obligation.
- Pick a package. If it's useful, we scope a one-period pilot (below).
- Delivery. Reconciled dashboard, AR aging, exception list, drafted collection emails, duplicate-bill flags — plus a 30-minute review call.
- Optional monthly. If it saves you time, we set up a repeat monthly run.
Pricing
Free Proof Run
Free
One anonymized period, proof summary. Zero risk.
- See what it catches first
- No system access
AR Pilot
$199–349
AR matching, aging, collection drafts.
- One closed period
- Proof report + review call
AR/AP Pilot POPULAR
$349–499
AR + AP + duplicate-bill review.
- Everything in AR Pilot
- Vendor-bill matching
- Duplicate-bill flags
Monthly Concierge
$299–499/mo
Repeat monthly AR/AP run.
- Ongoing time saved
- Cancel anytime
Most firms start with the free proof run → then the AR/AP Pilot. Terms: 50% to start, 50% on handoff. Payment by Wise / PayPal / bank transfer.