CHASIVO FOR FREELANCERS

Invoice follow-ups that send themselves, from your own inbox.

Chasivo drafts follow-up emails based on each customer’s payment history, adjusts the tone to match the escalation stage, and sends from your Gmail address. Your customer sees an email from you, not from software.

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Most freelancers lose billable hours to invoice administration every month.

Industry surveys consistently place the figure at 8 to 12 hours per month. The majority of that time is not spent creating invoices. It is spent on the work that comes after: identifying which invoices are overdue, determining the appropriate follow-up timing and tone for each customer, writing the email, and tracking whether the customer responded.

Invoicing tools handle the first half of the process well. They generate the invoice, send it, and record the payment when it arrives. What they do not do is manage the collection interval between “sent” and “paid.” That interval is where payment delays accumulate, and where freelancers spend time that could otherwise be billed.

Chasivo is built specifically for this interval. It imports invoices and customer data from any source via CSV or Excel, profiles each customer’s payment behaviour over time, scores each invoice’s risk of going late before the due date, and drafts follow-ups calibrated to the customer relationship and escalation stage. Follow-ups send from the freelancer’s own Gmail address via OAuth. The recipient sees a personal email, not a platform notification.

HOW CHASIVO HELPS

Manual follow-ups versus automated collection.

Without Chasivo

With Chasivo

Each follow-up is written individually, with tone and timing determined on a case-by-case basis.
AI drafts each follow-up using the invoice details, customer history, tone preference, and escalation stage.
Overdue invoices are identified by checking the accounting tool or bank statements, typically at month-end.
Risk scoring identifies invoices likely to go late before the due date. No manual checking required.
Follow-up timing is based on judgment rather than data. Delayed follow-ups are common.
Follow-up timing is determined by the customer’s actual payment pattern, derived from invoice history.
The same level of urgency is applied regardless of whether the invoice is 5 days or 50 days overdue.
Tone escalates automatically across the follow-up sequence, from a brief check-in to a firm notice.
Reminders send from the invoicing platform’s email address, which the customer may not recognise.
Emails send from the freelancer’s own Gmail via OAuth. Replies return to their inbox.
No systematic record of which customers pay reliably and which require repeated follow-up.
Customer profiles track average days to pay, late frequency, reliability score, and reminder responsiveness.
CAPABILITIES

What Chasivo adds to your AR workflow.

AI follow-up drafts

Each draft references the specific invoice number, amount, and due date. Tone adjusts based on escalation stage and the customer’s payment history — a first nudge reads differently from a third follow-up. Drafts send automatically on Autopilot or queue for review on Copilot.

Native inbox delivery

Follow-ups send from the customer’s own Gmail via OAuth. The recipient sees a familiar sender — not a platform domain. Replies return to the customer’s inbox. No branded footers, no third-party headers, no spam-folder risk from an unfamiliar address.

Per-invoice risk scoring

Each invoice receives a 0–100 risk score before the due date, calculated from the customer’s historical days-to-pay, late frequency, and collection rate. Specific signals are listed plainly: “Customer historically pays 15 days late.” Batch analysis covers up to 10 invoices at once.

Customer payment profiling

AI analyses each customer’s invoice history to produce a behavioural profile: average days to pay, preferred payment day, seasonal risk windows, reminder responsiveness, and a warmth score (1–10). Requires 3+ invoices per customer. Batch profiling available for up to 10 customers.

Unified inbox

All customer communications consolidated in a single view. Conversations are threaded by customer across email channels. AI drafts, sent messages, replies, risk scores, and invoice status are visible without switching between applications.

Import from any accounting tool

CSV and Excel import with field mapping. Compatible with data exported from QuickBooks, Xero, FreshBooks, Wave, Sage, and others. Chasivo does not replace the ledger — it adds collection intelligence on top of it. Direct integrations are on the roadmap.
CHASING AUTOMATION

Three modes of automation, configurable per customer.

Autopilot drafts and sends follow-ups automatically based on the customer’s payment history and escalation stage. Appropriate for established customers with predictable patterns, where manual review on every email adds overhead without adding judgment.

Copilot drafts the follow-up and holds it for review. Nothing sends without explicit approval. Appropriate for new customers, large outstanding balances, or relationships where the tone of each communication matters.

Manual keeps risk scoring and profiling active but disables all AI-generated communication. Appropriate for customers where all correspondence is handled directly by a specific person.

Set a default at the account level. Override per customer as needed. Individual invoices can be paused independently — the customer’s remaining invoices continue under their assigned mode. When a paused invoice resumes, the follow-up sequence picks up at the correct escalation stage based on prior activity, rather than restarting from the beginning.

Try Chasivo now.

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