Turn one client's overdue-invoice list into a clear follow-up routine.
Start with one 10-invoice pilot. PaidChaser gives bookkeeping, AR, back-office, and fractional-finance teams a review-first queue for overdue, promised, disputed, and paid invoice follow-up.
Useful after the books show what is overdue.
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.
A focused pilot before a wider rollout
Use a small real queue to decide whether the workflow deserves a paid rollout across more clients.
Start with 10 invoices
Pick one client list where each invoice needs a clear outcome: overdue, promised, disputed, paid, or a next follow-up date.
Keep the exceptions visible
A promised payment should pause the ordinary cadence. A dispute should be handed off. A silent invoice should stay in the review queue with its next action attached.
Run the partner pilot
The first queue should be small enough to review properly and real enough to show whether the process is worth keeping.
1. Choose one 10-invoice queue
Start with one client or internal queue where invoice follow-up is still split across spreadsheets, inbox notes, or memory.
2. Test the review states
Review the demo queue, reminder drafts, promised-payment pauses, and next-date tracking before adding client data.
Open the partner demo3. Roll out only if it earns its place
Use the Pro trial when the pilot needs import, reminder history, weekly summaries, and a repeatable workflow for more clients.
Start Pro trialSee whether a 10-invoice pilot gives your client team a cleaner next step.
Review the workflow with demo data first. Move to a paid plan only when the follow-up queue is useful for the client's real work.