top of page
Untitled design (1).png

Meet Sarah,

Your personal assistant

Sarah can retrieve balances, send emails with invoices, or even help you get paid. Available 24/7 for your and your customers directly in the portal.

Personal accounting assistant

Get more done in less time

Sarah is your personal assistant that understands your account receivables just as well as you do.

A (4).png
A (4)_edited.png
Sarah monitor and understands your accounts receivable data inside your accounting software.
quickbooks customer portal
You or your customers can ask her anything regarding invoices, payments or balances.
customer portal
A (5).png
A (5).png
Sarah can send invites, text messages and even payment reminds - all by herself.
personal accounting assistant answering questions
A (5).png
A (4)_edited.png
And she understands cashflow is important working with you and your customers to drive down DSO.
9.png
A (5).png
Improve customer satisfaction and your cashflow

Talk to our team today or get started with a free 14 day trial.

bottom of page