Good morning, Jordan
PREMIUM plan · Demo tenant · AI scoring live
$
AR Outstanding
$4.2M
▼ 8.3% vs last month
✓
Recovered This Month
$847K
▲ 22% vs last month
✉
Messages Sent
0
▲ 9 this week
%
AI Recovery Rate
67%
▲ 11pts vs manual
Priority accounts
View all →Recovery pipeline
AI negotiator
Live
Active payment plans
Manage →Recent audit activity
Full log →Accounts
AI-scored and sorted by recovery probability
Payment plans
Active recovery arrangements and their progress
AI negotiator
Claude-powered B2B collections strategy engine
Connected to Claude
Strategy chat
Quick actions
AI stats · this month
Emails drafted47
Plans configured12
Dispute briefs8
Recovery rate67%
Outreach
AI-drafted email via SendGrid · SMS via Twilio
Channel status
SG
SendGrid
24 emails sent this month
TW
Twilio
11 SMS sent this month
AI
Claude AI
0 AI actions logged
Sent history
Data import
Upload CSV or connect your ERP system
CSV upload
Drop CSV here or click to browse
.csv · .xlsx · auto column mapping
ERP & accounting
📊
QuickBooks
Click to connect
Xero
Click to connect
SAP
ERP · on request
NetSuite
ERP · on request
Salesforce
CRM · on request
HubSpot
CRM · on request
Account records
6 recordsAudit log
Every agent and AI action, immutably recorded
Billing
Subscription management · Stripe powered
Current plan: STARTER
Upgrade to Growth or Enterprise to unlock more features
30-day free trial on all plans · Cancel anytime · Secured by Stripe
Users & roles
Team access and permissions
Team members
Adding a team member here is not saved yet. To add someone to your workspace, contact us and we will set them up directly.
Planned role model
Role-based restrictions are in development. Everyone in your workspace currently has full access to it, whatever role they are assigned. The model below is what roles will govern once enforcement ships.
| Permission | Admin | User |
|---|---|---|
| View accounts | Yes | Yes |
| Send outreach | Yes | Yes |
| Import data | Yes | Limited |
| Manage users | Yes | No |
| View audit log | Yes | No |
Integrations
Connected services and API credentials
🎙️
AI Voice Training
Paste 2–3 real emails you’ve written to clients. The AI studies your tone, phrasing, and sign-off so every draft sounds like you — not a template. You always approve before anything sends.
🔐
Two-Factor Authentication
Add app-based 2FA (Google Authenticator, Authy, 1Password) to your sign-in. Available on every plan.
🏦
Remittance & W-9 Package
Debtors’ AP departments request bank details and a W-9 before paying larger invoices. Fill this in once — your payment portal will email the package to debtors automatically, on request, with a full audit trail.
Communication
SG
SendGrid
Transactional email delivery
TW
Twilio
SMS
AI
Claude AI (Anthropic)
AI negotiation and drafting
ERP & accounting
QB
QuickBooks Online
Click Connect to sync your AR data
XO
Xero
Click Connect to sync your AR data
ST
Stripe
Billing and subscriptions
$
Stripe Connect
Receive debtor payments directly