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Finance

Get paid

Finds every unpaid invoice, works out why each is late, and drafts the right reminder. You press send.

  • Stripe
  • Gmail
  • Canvas

Start it with

What it did

  • Listed invoices · Stripe
  • Searched email · Gmail
  • Read thread · Gmail
  • Read bounce · Gmail
  • Made a page · Canvas

What waited for you

  • Send 5 emails: Payment reminders, each with its Stripe pay link. The firmest one:

Every day at 8:00

Use this DaeA sample chat. Names and numbers are made up.
Read the whole chat
  1. You

    Chase every unpaid invoice. Be friendly the first time and firmer after 30 days.

  2. Listed invoices · Stripe · 7 overdue, $14,860
  3. Searched email · Gmail · reminders and replies, 7 clients
  4. Read thread · Gmail · Redline: “paying Friday”
  5. Read bounce · Gmail · Westmere invoice went to an old address
  6. Made a page · Canvas
  7. Unpaid invoices
    • From Stripe and Gmail · checked every morning
    • Owed to you: $14,860
    • Late: 7
    • Oldest: 52 days
    • Promised: $3,200
    • Harbor & Lane, Two reminders, no reply: $4,800, 52 days · Firm reminder · button: Review
    • Quarry Point, Card expired on autopay: $2,400, 34 days · New card link · button: Review
    • Redline Couriers, Wrote: paying Friday, Oct 23: $3,200, 21 days · Promised
    • Westmere Supply, Invoice went to an old address: $1,860, 12 days · Resend · button: Review
    • Juniper Freight, No reminder yet: $1,500, 9 days · Friendly note · button: Review
    • Saltbox Co, No reminder yet: $600, 6 days · Friendly note · button: Review
    • Ironleaf, Pays on the 1st every month: $500, 3 days · Wait
    • Press Review to read a draft. Nothing is sent until you approve it.
  8. Get paid

    7 clients owe you $14,860. I drafted 5 reminders:

    • Harbor & Lane, $4,800, 52 days late. Two reminders got no reply, so this one is firm and asks for a date.

    • Quarry Point's card expired, so their autopay failed. Their note has a link to add a new card.

    • Westmere Supply never got the invoice. It went to an old address, so I resend it to the new one.

    • Juniper and Saltbox get a short, friendly note with the pay link.

    Redline promised to pay Friday, and Ironleaf always pays on the 1st, so I left them alone. Each email waits for your OK.

  9. You

    Send all 5.

  10. Waited for your OK: Send 5 emails. Payment reminders, each with its Stripe pay link. The firmest one:
  11. You

    Approved.

  12. Unpaid invoices
    • From Stripe and Gmail · checked every morning
    • Owed to you: $14,860
    • Reminded today: 5
    • Promised: $3,200
    • Next check: 8:00
    • Harbor & Lane, Firm reminder sent 9:12: $4,800, 52 days · Sent
    • Quarry Point, New card link sent 9:12: $2,400, 34 days · Sent
    • Redline Couriers, Wrote: paying Friday, Oct 23: $3,200, 21 days · Promised
    • Westmere Supply, Resent to billing@westmere.co: $1,860, 12 days · Sent
    • Juniper Freight, Friendly note sent 9:12: $1,500, 9 days · Sent
    • Saltbox Co, Friendly note sent 9:12: $600, 6 days · Sent
    • Ironleaf, Pays on the 1st every month: $500, 3 days · Wait
    • When Stripe shows a payment, the row turns green. Still unpaid in 7 days: I draft the next reminder and ask you.
  13. Get paid

    Sent. I check Stripe every morning and mark each payment here. Anyone still unpaid in 7 days gets the next reminder, and I ask you first.

  14. Scheduled: Every day at 8:00. Next run tomorrow at 8:00.

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