Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
Get paid on time without awkward follow-ups.
Get paid on time without writing every reminder yourself. We automate invoice reminders and payment follow-ups for your firm's own billing, so your team spends less time chasing fees. Reminders go out on a schedule you approve and stop once your books show the payment.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Checking which invoices are overdue every weekDone by hand, every weekWatch for overdue invoicesManualAutomated
- Writing reminder emails one client at a timeDone by hand, every weekPolite remindersManualAutomated
- Updating your records when payments come inDone by hand, every weekStop when paidManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- QuickBooks Online
- Tracker
- Overdue invoiceQuickBooks Online
Watch for overdue invoices
We check QuickBooks Online or Xero for invoices past their due date.
- Reminder sentEmail
Polite reminders
Reminders go out on a schedule you approve, in your firm's voice.
- Payment recordedQuickBooks Online
Stop when paid
Once QuickBooks Online or Xero shows the payment, reminders for that invoice stop.
- Summary updatedTracker
A clear weekly summary
Partners get a short summary of what's outstanding.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
Can we pause reminders for certain clients?
Yes. We build in a simple way to exclude clients or pause reminders, for example while you sort out a billing question or agree on a payment plan. Your team decides who gets reminders and when, and you approve the schedule and wording before anything goes out.
What about the reminders built into our accounting software?
If the reminders built into QuickBooks Online or Xero do the job, we'll say so, and you won't need us for this. We build on top when you need more control, such as different schedules for different clients, a weekly summary for partners, or messages in your firm's voice.
Will reminders upset our clients?
We write the reminders with you, in your firm's voice, and you approve every message before it goes out. Reminders stop as soon as your books show the payment, so clients don't get chased for fees they've already paid. The tone stays polite and professional.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.