Make overdue invoice chasing less awkward and less forgotten.
Invoice chasing is important, but it is easy to delay because it feels awkward. Finzo sets up AI to prepare clear, polite payment chasers from your invoice list, with stronger wording only when it is appropriate.
Where your week disappears
The jobs we'd set up for you
Overdue list review
Turn an accounting export or spreadsheet into a clear list of who owes what and how long it has been outstanding.
Polite reminder drafts
First chasers, second chasers and firmer follow-ups written in your tone and ready to approve.
Customer context
Summaries of previous messages so you do not chase in the wrong tone or miss an important detail.
Weekly payment summary
A simple owner view of overdue totals, draft chasers ready, and which accounts need a call.
Connected only when you authorise it, on your own account. Login & CAPTCHA stay human.
It is not guessing from a blank chat
The useful part is the company brain behind the task: your services, prices, tone, documents, old examples, approval rules and workflow map.
That means the assistant can prepare work from real business context instead of asking you to explain the same thing every time.
Uses real sources
Price lists, templates, examples, exports and notes are mapped before they are trusted.
Follows a workflow
Find the source, prepare the work, flag gaps, save the output and ask for approval where needed.
Knows the boundaries
Read, draft, schedule or act only inside the approval rules agreed for that job.
Improves over time
Good outputs, new prices and better rules can be saved back into the workspace after approval.
It's practical AI, built around how your business works
Think of it like hiring someone, giving them a desk and a laptop, teaching them your business, and connecting them to your tools — without the wage, the payroll, or the management. It can even build you small tools: a quote builder, a lead tracker, a simple dashboard.
Useful before anything runs on autopilot
It finds the facts
The assistant checks the mapped files, notes and tools before preparing the work.
It prepares the output
Reply, quote, summary, tracker, report, checklist or draft action list.
You approve the important bits
Anything that sends, spends, publishes, deletes or changes a live system waits for approval unless a scoped automation has already been agreed.
£250 one-off
The full AI implementation: research, business brain, workflow map, first useful workflows, customer guides, tool plan, approval rules and supervised install. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month if you'd like us on hand for improvements and fixes.
Book a free AI callGood to know
Does it connect directly to my accounting software?
We start safely with exports or files unless your actual accounting setup has a verified connector route. No live accounting changes happen without approval.
Will it send anything without me?
Day one, no. It drafts replies, quotes and chasers for you to approve. Later, a clear repeat job can become scheduled or scoped autopilot only after the limits, account and stop rules are agreed.
Do I need to be technical?
Not at all. You ask in plain English ("reply to this enquiry", "chase unpaid invoices") and we set up all the technical side for you.
What does it cost?
£250 one-off to research, build and set it up. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month support keeps us on hand for improvements, new skills and fixes.
Ready to take the admin off your plate?
Tell us where your week goes and we'll show you the first 3-5 AI jobs worth setting up for your business.