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
35
▲ 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
1,204 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
Accounting
SAP
ERP
NetSuite
ERP
Salesforce
CRM
HubSpot
CRM
Account records
6 recordsAudit log
Every agent and AI action, immutably recorded
Billing
Subscription management · Stripe powered
Current plan: STARTER
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Users & roles
Team access and permissions
Team members
Role permissions
| 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
Communication
SG
SendGrid
Transactional email delivery
TW
Twilio
SMS and voice calls
AI
Claude AI (Anthropic)
AI negotiation and drafting
ERP & accounting
QB
QuickBooks Online
Click Connect to sync your AR data
XR
Xero
Real-time AR sync
NS
NetSuite
Enterprise ERP
ST
Stripe
Billing and subscriptions
$
Stripe Connect
Receive debtor payments directly