CSV-first accounts receivable desk
Chase overdue invoices without sounding like a debt collector.
Invoice Chase Desk turns an AR aging export into a calm daily queue: who to contact, what to say, what is at risk, and what changed since the last reminder.
Send a firm but relationship-safe reminder with invoice facts.
Ask whether payment is queued or if there is a dispute.
Friendly heads-up before it becomes overdue.
Start with exports, not integrations.
Upload or paste a CSV from QuickBooks, Xero, FreshBooks, Stripe, or a spreadsheet. The first version is draft-only: no auto-send, no legal threats, no consumer debt, and no accounting OAuth trap.
What it does
- Normalizes customer, invoice, amount, due date, and status.
- Groups invoices into due soon, overdue, and long overdue.
- Drafts polite reminders grounded only in invoice facts.
- Tracks manual outcomes: sent, replied, paid, dispute, hold.
Launch offer
Free setup for the first two pilots using anonymized AR exports. Price target after validation: $29/month solo, $79/month bookkeeper, $199 managed setup.
Try the shape.
The app accepts a simple CSV like this. The production version will add safer import validation, saved client workspaces, and payment follow-through only after pilot demand is proven.
Customer,Email,Invoice,Due Date,Amount,Status North Ridge Studio,ap@ Northridge.example,INV-1042,2026-04-21,1840,Overdue Fieldstack Co,finance@fieldstack.example,INV-1048,2026-05-03,620,Due soon Harbor Install Group,billing@harbor.example,INV-1031,2026-03-29,4200,Long overdue