PaidChaser
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FOR BOOKKEEPING AND FINANCE PARTNERS

Give client teams a calmer way to follow up unpaid invoices.

PaidChaser helps bookkeeping, AR, back-office, and fractional finance teams support clients who need a simple workflow for overdue invoice reminders, sent status, paid status, and next follow-up dates.

Bookkeeping teamsAR cleanupFractional financeClient follow-up workflow
CLIENT FOLLOW-UP WORKFLOW

Useful after the books show what is overdue.

Partner fit
Step 1Track
Step 2Draft
Step 3Follow
Overdue invoices stay visible.
Reminder drafts are review-first.
Next follow-up dates do not depend on memory.

Where PaidChaser fits

PaidChaser is not a replacement for accounting software. It is the focused follow-up layer for what happens after an invoice becomes due.

Bookkeeping clients

Help clients move from a static list of overdue invoices to a repeatable follow-up process with status and next dates.

AR cleanup projects

Give client teams a clean next-action worksheet after the books show which receivables need attention.

Fractional finance teams

Give client teams an operational queue for payment follow-up between reporting cycles and cash-flow reviews.

Track what is overdue.Customer, invoice, amount, due date, status, and next action.
Prepare the reminder.Start from professional reminder drafts and review before use.
Keep the next step visible.Record sent, paid, archived, disputed, or next follow-up.

How Team PaidChaser can help

A small amount of setup help can make the first client workflow easier to evaluate.

Turn examples into a workflow

Team PaidChaser can help map a few sample invoices into a practical follow-up list: what is overdue, what reminder is needed, and when the next touch should happen.

Keep client communication controlled

PaidChaser is review-first. Teams keep control over wording while the workflow keeps invoice status and next actions organized.

A simple partner rollout path

Use one client workflow to prove the value before expanding to more accounts.

1. Pick one overdue-invoice list

Start with one client or internal invoice queue where follow-up is already happening in spreadsheets, inbox notes, or memory.

2. Preview the workflow safely

Review demo invoices, reminder drafts, and next-action tracking before adding client data or choosing a plan.

Preview PaidChaser

3. Start Pro for the first queue

Use the Pro trial for higher invoice volume, import, reminder history, weekly summaries, and priority setup help.

Start Pro trial
PARTNER-FRIENDLY FOLLOW-UP

Send one client-payment workflow for review.

If client teams are still tracking overdue invoice follow-up in spreadsheets, inbox notes, or memory, PaidChaser can give them a focused place to start.