CHASIVO FOR ACCOUNTANTS

Automate accounts receivable collection, not just the aging report.

Your accounting software tracks what’s owed. Chasivo handles the part that still runs on spreadsheets and manual emails: deciding who to chase, when, how firmly, and actually sending the follow-up.

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Accounting software records receivables. It doesn’t collect them.

QuickBooks, Xero, Zoho Books and FreshBooks handle the ledger. They track amounts outstanding, generate aging schedules, and send a standard payment reminder when an invoice passes its due date. The same reminder, to every customer, regardless of payment history or relationship.

The work that actually recovers revenue is everything that happens after the aging report: reviewing each customer’s payment history, judging the right tone and timing for a follow-up, writing the email, sending it from the right address, and logging the result. Most firms still do this manually, concentrated in the last week of the month, from a spreadsheet or an inbox.

Chasivo automates the collection layer. Import invoices via CSV or Excel from any accounting tool. The AI profiles each customer’s payment behaviour, scores invoice risk before the due date, drafts follow-ups calibrated to the relationship, and sends them from the customer’s own email address. Every conversation, risk flag, and invoice status is visible from a single dashboard.

HOW CHASIVO FILLS THE VOID

AR collection with and without Chasivo.

Without Chasivo

With Chasivo

Aging report flags overdue invoices after the due date has passed.
Risk scoring flags invoices likely to go late before the due date arrives.
Same generic reminder sent to every customer regardless of payment history.
AI drafts adjust tone, timing, and urgency based on each customer’s payment profile.
Follow-ups written manually, one at a time, usually during month-end.
Follow-ups run continuously — Autopilot sends automatically, Copilot queues for review.
Reminders sent from a platform address the customer doesn’t recognise.
Emails send from the customer’s own Gmail via OAuth. The recipient sees a familiar sender.
No behavioural data — you rely on memory to judge who needs chasing and how firmly.
Customer profiles track average days to pay, late frequency, reminder responsiveness, reliability score.
Collection activity scattered across email, accounting software, and spreadsheets.
Unified inbox consolidates every conversation, draft, risk flag, and invoice status per customer.
CAPABILITIES

What Chasivo adds to your AR workflow.

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.

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.

Five report types

Predictive Inflow, Customer Payment Health, AI Performance, AR Aging, and Year-End Income. All exportable as PDF or CSV. Designed to support period-end review, not just generate another document to scan.

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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