Get Paid
The invoice chasing system, installed on your machine in about a week.
What it does
Reads your open invoices out of QuickBooks. Sorts them by how late and how much. Drafts the follow-up for each one at the right moment, in your voice, at the right level of firmness. Shows them to you. Sends when you say send. Tracks who replied, who paid, and who needs the phone call that only you can make.
What you get
- Claude Cowork installed and configured on your computer
- QuickBooks Online and your payment processor connected
- An escalation ladder built around your actual terms
- Reminder templates written in your voice, approved by you
- 2 hours of live training so you can run it Monday morning
- A one-page runbook, yours to keep
- 30 days of email support
One time. Optional Care plan monthly.
Optional Care plan at $300 a month.
What Care includes
A 45-minute tune-up call each month, a report on what the chase actually recovered, template adjustments as your accounts change, priority email support, and one new workflow each quarter. Cancel any time, no notice period.
What it does not do
It does not make the phone call. It does not sue anyone. It does not fix books that are six months behind, and if yours are, I will tell you to call a bookkeeper first and I will give you two names.
The other systems I install
Each one installs the same way, on your machine, with training so you own it.
Find out what you are owed
Start with a Receivables Audit. Ninety minutes, a written report, and the fee credited toward your install.