Finance lead or financial controller
Credit control and debtor chasing
Chasing what you are owed, consistently, without it becoming somebody's whole week.
How it runs today
Chasing is the first thing dropped when the finance team is busy, and it is the thing with the most direct effect on cash.
The easy part — sending a reminder on day 30 — is already automated in most ledgers. The hard part is judgement: which account gets a firmer letter, which gets a call, which is a genuine dispute and must not be chased at all.
Get that wrong in either direction and you either lose the cash or lose the customer.
What we run
Not a tool you operate. This is the work, done, to a standard agreed in writing before the build starts.
- Ledger monitored, and chasing sequenced per account rather than per invoice
- Correspondence read, so a reply that says 'we dispute this' stops the sequence instead of escalating it
- Disputes and promises-to-pay routed to a person, with the history attached
- Escalation proposed with the reasoning stated, and approved by you before it goes out
What we report
Agreed with you before the build, measured during the diagnostic so there is a baseline to compare against, then reported every month.
- Days sales outstanding, and the change in it
- Cash collected against invoiced, by ageing bracket
- Proportion of accounts progressed without a human touching them
- Disputes identified before escalation rather than after
- Promises-to-pay kept
What it connects to
- Xero — open, free tier available. Note: Xero's terms bar using their API data to train models, and we do not.
- Your email, so replies are read rather than ignored
- Sage — access terms unconfirmed. We will tell you before scoping, not after.
What we don't do
- We do not send legal letters, instruct a collections agency, or make the decision to stop supply. Those get proposed with reasoning; you approve.
- We do not touch the customer relationship on accounts you have told us are sensitive.
Is this the one costing you the most?
A diagnostic is £2,000–£5,000 and takes about a week. It measures what this workflow costs you today — which is the number the pilot gets judged against.