Get paid without the awkward chase.
Patricia watches your QuickBooks or Xero for overdue client invoices, drafts the reminder in your voice, and follows up on a schedule until it is paid. You approve, she sends, cash comes in, and nobody on your team has to write the uncomfortable email to a client they like.
💷 Overdue this morning: £11.4k across 3 client invoices.
- Orbit, £4,200, 21 days overdue, two reminders sent
- Vela, £5,000, 9 days overdue, first reminder due today
- Nyx, £2,200, 3 days overdue, gentle nudge ready
@Pati send the Vela and Nyx reminders. Hold Orbit, I'll call them.
Sent, both in your voice with the invoice and a pay link. Orbit is on hold and flagged for your call. That leaves £4,200 outstanding, and I'll follow up again in 5 days if the other two are still open.
The old way
How small agencies do this today.
The work is delivered, the invoice is out, and getting paid comes down to whether someone remembers to nag a client, again.
The invoice that aged out
It hit 30 days, then 60, because chasing it meant writing an awkward email to a client you want to keep, and everyone had delivery to do.
The owner as debt collector
The agency owner ends up personally chasing the clients they most want to keep happy, at the exact moment they least want to push.
The cash-flow blind spot
Nobody can say off the top of their head how much is overdue and by how long, until payroll week makes it urgent.
Inside Patricia
What it looks like when she owns it.
Setup
Set up with you in 20 minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect QuickBooks or Xero
One click, so she can see which client invoices are out, which are overdue, and by how long.
Step 3
Set the cadence and tone
When the first reminder goes out, how often to follow up, and the voice to write in. She drafts every reminder that way.
Step 4
You approve, she chases
Each week she posts the overdue list with reminders ready to send. You OK them, she sends and follows up until it is paid.
Invoice chasing
What she takes off your plate.
Real behavior of the skill, not a feature list.
Knows what is overdue, always
She reads QuickBooks or Xero, so anyone can ask what is outstanding per client and by how long, without opening the books.
Writes the awkward email for you
Polite, firm and in your voice, with the invoice and a pay link attached, so nobody on the account team has to draft it from scratch.
Chases on a schedule
First reminder, follow-up, final notice, on the cadence you set, so a retainer invoice never quietly ages out again.
You stay in control
She drafts and posts for approval. You send with a click, or hold the ones you would rather handle yourself. No draft reaches a client without your yes.
Escalates before it hurts
When an invoice crosses your line she flags it for a call, so the owner is not the surprise debt collector on a client they like.
No per-seat AR tool
Chasing invoices is one thing Patricia does, not a separate subscription and a login the team forgets.
Say it like you'd say it
Things to ask her on day one.
What is overdue right now and by how long?
Send this week's overdue reminders for approval
Draft a firmer final notice for the Orbit invoice
Remind me if Vela is still unpaid on Friday
How much did we collect this month after reminders?
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Slack
Where the overdue list lands each week and where you approve what gets sent to a client.
FAQ
Invoice chasing, answered.
How does Patricia know what is overdue?
She connects to QuickBooks or Xero and reads your invoices directly, so she always knows what is out, what is overdue, and by how many days, per client, without anyone updating a sheet.
Does she email clients without me?
No. She drafts every reminder and posts it for a one-click send, so you stay in control of tone and timing. An email she drafts to a client always waits for someone's yes.
Can I keep it in my own voice?
Yes. She learns your tone from the first few and writes every reminder that way, polite and firm, with the invoice and a pay link attached.
What happens if a client still does not pay?
She follows up on the cadence you set and escalates when an invoice crosses your threshold, flagging it for a call so it does not quietly age past 60 days on an account you want to keep.
Is this all Patricia does?
No. Chasing invoices is one job. The same teammate handles client call recaps, the weekly updates, the monthly report, and the rest of the work your agency hands her, all in the same Slack.
One of the jobs teams hand her. See more finance use cases or browse them all.
Everybody deserves a Patricia.
She handles the work your team never gets to. You build the company. See what changes in your first week.