A steady schedule. Polite every time.
Days count from the due date: invoice date plus your net terms. Before every email, Retriever checks your books, so nobody is reminded about an invoice they already paid.
Day 1
A friendly reminder
Sent automatically
Day 7
Asks for a payment date
Sent automatically
Day 14
A short follow up
Sent automatically
Day 21
A statement of account
To the client's accounts payable
Day 30
A final notice
Only after you approve it
Every reply, read.
AI sorts each reply into what it means. It never writes to your clients. If it is not sure, the reply comes to you.
"We will pay on the 15th."
Pauses until two business days after the 15th, and keeps watching your books.
"This invoice is wrong."
Stops on that invoice, thanks them, and hands it to you.
"We already paid."
Checks your books. Confirmed, it closes. Not there after a business day, it comes to you.
"Please stop emailing me."
Stops for good.
Anything else
Comes to you, with the reply quoted and one button to act on it.
Your morning view
One list of what needs you. Everything else is handled.
Each row says what happened and gives you one thing to do. A daily digest lands in your inbox, too.
It learns how every client pays.
Days late, the trend, and whether promises are kept. Your cash forecast uses it, so expected cash lands on real dates, not invoice dates. Internal only. Your clients never see it.
Built to protect the relationship.
Never threatens. No fees, no collections language, no ultimatums.
Never argues. A dispute goes straight to you.
Never improvises. Every email is a reviewed template.
Never piles on. One email per person, a weekly cap, business hours only.
Review mode per client. Turn it on and every email waits for your approval.
A full record. Every email sent and received is on the audit log.
Questions
Your rep's name, with replies going to your rep's own inbox as well as to Retriever. You can send from your own domain once it is verified.
The client's project contact from the contract, about their invoices only. Accounts payable gets the statement and the final notice.
QuickBooks, Zoho Books and Sage Intacct, read only.
Retriever is an add on to FullBoat: $200, $400 or $600 a month on Starter, Team and Growth, and priced to fit on Scale and Enterprise. See pricing.