01 / Collect
Follow up, without the follow-up admin.
Set a professional rhythm with reusable reminders, group rules, and controls to stop chasing when the situation changes.
Receivables, in rhythm
Cash flow,
minus the chase
Invoicing, thoughtful reminders, and payment matching—moving together, so your team can spend less time chasing and more time in control.
UK GDPR-ready controls
Made for UK finance workflows
Receivables overview
Illustrative workspace
Open invoices
£18,420.00
1 AprInvoice activity · sample view30 Apr
Aging bands
Current£8.2k
1–30 days£5.1k
31+ days£2.4k
Illustrative amounts · sample data
Needs a look
Example activity · not customer data
NF
£2,400
Follow up
Northfield Staffing
Invoice · reminder due
OC
£860
Match
Oakwell Care Group
Bank transaction · unmatched
A clearer next stepBring the right invoice into focus.
A better operating rhythm
One clearer view of the money still in motion.
- Recruitment & staffing
- Healthcare providers
- Accountants
- Growing UK businesses
Connected workflows
Xero
GoCardless
Companies House lookup
Integration names are for identification; no affiliation or endorsement is implied.
The whole receivables picture
Less tab-hopping.
More forward motion.
The details matter: a tactful reminder, a correctly matched payment, a risk spotted early. Invoice Pulse brings those small moments into one considered workflow.
02 / Reconcile
Know what landed. Find what didn’t.
Bring imported transactions alongside open invoices, match payments, and focus attention on the exceptions.
03 / Understand
Turn receivables into a next move.
Use AI-assisted payment-risk analysis and plain-language financial insights to help your team decide what deserves attention.
04 / Connect
Keep the tools your finance work already touches.
Connect accounting and banking workflows with Xero and GoCardless, and verify UK companies through Companies House lookup.
A simple sequence
From sent to settled.
Without the scramble.
A practical flow that gives teams the right detail at the right moment—from issuing an invoice to understanding what still needs attention.
Walk through the workflow-
01
Raise the invoice
Create and send a clear invoice for the work your team has delivered.
-
02
Let the rhythm run
Use reminder templates and group rules to keep a considered follow-up cadence.
-
03
Match the money
Reconcile imported transactions and bring unmatched items into view.
-
04
Act on the signal
Review payment patterns, exceptions, and AI-assisted next-step recommendations.
A payment, step by step
From invoice sent to paid.
See how a customer can pay through GoCardless, then watch Invoice Pulse update the invoice after payment confirmation.
Illustrative sample only—not a live payment.
Pause preview Resume preview
- 01 Send the invoiceInclude a GoCardless payment link.
- 02 Customer completes checkoutPayment is handled by GoCardless.
- Invoice marked paidInvoice Pulse records the confirmed payment.
Built with care
Good operations include good data habits.
Privacy workflows, not promises
Consent preferences, export requests, deletion reviews, retention rules, and an auditable deletion trail.
Controls that are reviewable
Approval and verification steps help teams manage sensitive requests with a clear record of action.
These are product controls, not a claim of certification or legal compliance. Review the privacy notice and cookie notice.
Make the next invoice the turning point
Give your team a calmer way to collect.
See how a more connected receivables workflow could fit your business. Start exploring, or talk it through with us.