A Finance Agent on WhatsApp that invoices your finished jobs, chases your money, prices your quotes right and hands you your numbers every Friday. Built for Sydney electrical companies running crews.
Everything runs in WhatsApp. Nothing to install, nothing to learn, and nothing sends to a client without your approval.
Every unbilled job and unchased invoice found in your books, invoices drafted, the money requested. Most businesses recover the year's fees in week one.
Job's finished, invoice goes out. Before the ute leaves the street.
Polite reminder, firmer follow-up, then a proper letter of demand and a small-claims-ready file if they keep taking the piss. You approve each step. Your agent does the chasing, so you keep the relationship.
Quoted against true cost on every job, so the quiet money-losers get caught before you quote the next one.
What you invoiced, what you collected, what you made. Every week, without asking.
If your agent doesn't find and request more missed money in your first 30 days than your first three months' fees, you don't pay a cent until it does. We can offer that because the sixty-second trial shows us your books before you ever commit.
Connect Xero, read only, and your chase-ups are written and waiting for your approval a minute later: your slow payers, your amounts. Try it on your books or text the demo agent first.
Chasing Monday, numbers Friday, letters when a job needs one. Flick the toggles once and your agent is live in your WhatsApp within 48 hours, starting with the catch up sweep.
The week runs itself from here; your part is minutes, not nights. Keep it and the founding rate locks in. Don't want it? Say the word, access revoked, keep every chase-up it wrote you, free.
Every founding place starts the same way: the free trial on your own books. If watching your chase-ups get written doesn't impress you, it costs you nothing and we part mates.
Prefer to talk or email? 0402 085 070 · [email protected]