Import invoices
Paste a CSV export from your accounting system and validate the overdue queue instantly.
Who it’s for
Built for US B2B service operators who are tired of founder-led chasing.
Invoice Operator is designed for agencies, consultancies, field-service companies, and other service businesses that already have accounting software but need a cleaner overdue follow-up lane.
Accounting software stays the source of truth for billing.
Invoice Operator focuses on queueing, follow-up, and history.
The product is framed as workflow software, not legal collections.
How it works
Review the queue
See aging buckets, overdue days, and status so your team knows who needs attention first.
Send smarter reminders
Preview controlled reminder copy, log a safe test-send, and keep a simple timeline.
Why teams care
Clearer AR action, less awkward manual follow-up.
Faster prioritization
Group overdue invoices by aging bucket without living in spreadsheets.
Safer reminder flow
Use human-reviewed reminder drafts that avoid legal-threat positioning.
One timeline
Keep a visible event log for reminder actions, payments, disputes, and follow-up notes.
Trust and scope
No fake logos. No fake recovery claims.
This candidate is a smoke-test build. It intentionally avoids fabricated proof, guarantees, or collection-agency language.
- Pilot / early-access framing only
- No consumer debt workflows
- No SMS sending in v1
Product candidate
Minimal but real smoke-test workflow
1. Import a CSV
Use the sample file or paste your own CSV with the required headers.
Required headers
invoice_number,customer_name,customer_email,due_date,amount,status
2. Review queue summary
Import invoices to generate aging buckets and total overdue amount.
3. Overdue queue
Sorted by oldest overdue firstNo invoices imported yet.
4. Reminder preview and timeline
Select an invoice from the queue.
Reminder preview appears here.
Timeline
Reminder events will appear here.
FAQ
Is this for US businesses only?
Yes. This smoke test is scoped to US businesses using the product for their own B2B receivables.
Does it replace my accounting software?
No. The v1 candidate focuses on import, queueing, reminder drafting, and timeline visibility.
Is this a debt collection agency?
No. Invoice Operator is workflow software for first-party B2B invoice follow-up.
Can it send SMS?
Not in v1. Email-first and human approval stay in scope until consent controls are fully wired.
How do you handle disputes and paid invoices?
The queue and timeline support paid, disputed, and promise-to-pay statuses in the product candidate.
Pilot access
Request pilot access for the first US smoke test.
Use a work email. Requests are captured in smoke-test storage until persistent CRM wiring exists.
Billing remains blocked until a Stripe test link is configured and legal pages are reviewed.