Features
Everything you need to manage accounts receivable, automate collections, and get paid faster.
Invoice & Document Management
Upload invoices, receipts, and bank statements. Our system tracks everything with status, aging, and payment history. Supports file upload and camera capture for mobile users.
- File & camera upload
- Status tracking (draft, sent, overdue, paid)
- Automatic reference numbering
- Due date and aging alerts
Smart OCR Extraction
Upload a document and let AI extract invoice details, amounts, dates, and customer information automatically. No manual data entry required.
- Automatic text extraction
- Invoice amount detection
- Customer name matching
- Date and reference parsing
Auto-Matching Engine
Our rule-based matching engine links payments to invoices using amount matching, customer name similarity, and date proximity. Each match includes a confidence score.
- Amount-based matching
- Customer name fuzzy matching
- Date proximity scoring
- High/medium/low confidence levels
Collections Pipeline
Move overdue invoices through collection stages with a visual pipeline. Each stage has templated follow-up emails ready to send.
- 5 collection stages
- Visual pipeline with amounts
- One-click stage transitions
- Stage-specific email templates
Email Follow-ups
Generate professional collection emails at each stage. Templates are customised for the stage severity, from friendly reminders to final notices.
- Stage-appropriate tone
- Customer details auto-filled
- One-click draft generation
- Resend integration ready
Promise-to-Pay Tracker
Record customer promises to pay and track whether they follow through. Missed promises automatically flag for follow-up.
- Record promise date and amount
- Track kept vs missed
- Automatic follow-up flags
- Promise history per customer
Customer Management
View customer profiles with outstanding amounts, payment history, and collection status. Identify high-risk customers at a glance.
- Customer directory
- Outstanding amount tracking
- Overdue alerts per customer
- Payment history
Personal Bill Tracker
Track your personal expenses separately. Group by category, set up recurring reminders, and see a 4-week lookahead of upcoming bills.
- Category grouping
- Recurring bill support
- 4-week lookahead
- Mark as paid with auto-recurrence
Mobile-First Design
Built for phone screens first. Bottom tab navigation, touch-friendly controls, and camera upload make it feel like a native app.
- Bottom tab navigation
- 44px+ touch targets
- Camera capture
- Responsive across all devices
Ready to streamline your collections?
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