A self-operating collections app is an app that builds itself from your invoices and customers — the spreadsheet imports as-is, with tax IDs protected — and starts running the collections cadence: it tracks due dates, composes the message in the right tone, shows the preview and sends only with your OK.
Live interactive demo — no sign-up needed
Invoices live in a spreadsheet; the due date passes and nobody notices in time.
Collecting means composing the right message, in the right tone, customer by customer.
The cadence (reminder, collection, renegotiation) exists — in theory. In practice, it is manual.
Without an organized history, every collection starts from scratch.
A real request, the way a business owner writes it — no menus, no code:
I run a B2B services company with about 60 active customers. Invoices live in a spreadsheet (columns: customer, tax ID, amount, due date, status) and collection is by hand: when I remember, I send WhatsApp messages one by one. A customer falls behind and nobody notices in time; renegotiations have no history.
I want to stop losing money to forgetfulness. I need my invoice and customer spreadsheet to come in as-is (no retyping) and the system to track due dates on its own. When a due date approaches or passes, I want it to compose the right message in the right tone for the stage (friendly reminder before → collection when late → renegotiation proposal if it drags) and show me the preview before sending — nothing goes out without my OK.
Delicate cases — high amounts, strategic customers, discount or renegotiation requests — I don't want the system to resolve: I want it to prepare the case with the history ready and hand it to me to decide. And since it's money and my customer's tax ID, I want sensitive data protected and every action recorded, in a way I can undo if I make a mistake.
Invoices and customers come in from your spreadsheet; sensitive data like tax IDs is detected and protected from day one.
Due dates are tracked on their own: a delay generates the collection proposal at the right stage of the cadence.
You see the preview of every message first — firm or cordial tone, you choose — and approve on screen.
Sending only with your OK, and every action is recorded with the proof. Mistakes don’t hurt: you can fix and undo.
Delicate customer, discount, renegotiation, high amount: the app doesn’t decide — it prepares the case with the full history and hands it to a person on your team.
Not without you. The day-to-day — tracking due dates, composing the message at the right stage — runs on its own; sending happens with your OK, with a preview on screen. Sensitive cases escalate to a person.
No. You approve every message before it goes out and choose the tone; delicate cases — high amounts, strategic customers — come to you to decide, with the history ready.
The app is born from your invoice spreadsheet and collects via WhatsApp and e-mail, coexisting with what you already use. In this version, payment reconciliation is yours; automatic reconciliation with your bank or ERP is on the roadmap.
Your data, yours only: each company is truly isolated, sensitive data is protected and every action sits in a tamper-evident trail.
Weeks, not a months-long project. In the beta, the team works with you from design to the first collection you approve.
Updated July 2026 · all use cases
The interactive demo opens right on this case: the app builds itself in front of you, you operate the process and approve what you see. Live interactive demo — no sign-up needed.