Get paid faster and pay bills on time, without doing it yourself.
We send your invoices, follow up on late payments, enter and schedule your bills, and keep both sides matched in your books. You approve every payment that leaves your account.
Receivables
Money coming in
Invoices out on time, payments followed up, and every deposit matched to the right invoice.
- Invoices created and sent from your software, with online payment links
- Reminders before and after the due date
- Payments matched to invoices, including partial payments
- Customer statements sent monthly
- Late accounts flagged to you before they get old
- Weekly receivables aging report
Payables
Money going out
Bills captured as they arrive, scheduled by due date, and paid only after you approve.
- Bills entered from a dedicated inbox or upload folder
- Payment run prepared each week for your approval
- Early-payment discounts and due dates tracked
- Vendor statements reconciled to your books
- Vendor W-9s collected and 1099 vendors tracked
- Weekly payables aging report
Follow-up schedule
What happens to every unpaid invoice.
Reminders go out in your business's name. Anything firmer than a reminder is agreed with you first.
| When | Status | What we do |
|---|---|---|
| 3 days before due | Current | Friendly reminder with the payment link |
| Due date | Current | Due-today reminder |
| 7 days late | 1–30 days | Overdue notice with a copy of the invoice |
| 21 days late | 1–30 days | Second notice and a customer statement |
| 30+ days late | 31–60 days | Flagged to you with the full history and a suggested next step |
The schedule can be adjusted for each customer or for your payment terms.
Weekly cycle
The same routine every week.
Invoice
New invoices created and sent.
Follow up
Reminders sent on the schedule above.
Prepare bills
This week's bill run sent to you for approval.
You approve
You release payments from your own account.
Match & report
Payments matched and aging reports sent.
Controls
Your money stays under your control.
You release payments
We prepare and schedule. Only you, or someone you choose, can send money.
We never hold funds
Customer payments go straight to your bank account. We never collect or hold client money.
No bank logins
We work through your accounting and bill-pay software with our own user access.
FAQ
Receivables & payables questions.
Is this included in monthly bookkeeping?
No. Bookkeeping records and reconciles what already happened. Receivables and payables is day-to-day work on invoices and bills, so it is a separate monthly add-on.
Will my customers know you are an outside firm?
Reminders go out from your accounting software in your business's name. If you prefer, we can sign them as your accounts team.
Can you pay my bills for me?
We prepare and schedule every payment in your bill-pay software. You review and release them, so no money leaves without your approval.
Do I need new software?
Usually not. QuickBooks, Xero and Odoo handle invoicing and bills. For higher volumes we may suggest BILL or Melio for approvals and payments.
Contact
Book a free consultation.
Tell us a little about your business and we will reply within one business day.