★★★★★160+It's removed 99% of the chasing!Mantas S.

Turn escalations into tasks in Asana and Jira.

Paidnice is accounts receivable automation for Xero & QuickBooks that turns every escalation and customer query into a task in the tool your team already uses, so every overdue account that needs a person lands in your team’s task list.

Trusted with over $1,200,000,000 collected across 1,070,000 invoices since 2022.

and counting

Every overdue account that needs a person becomes a task

Paidnice sends a webhook the moment an escalation is raised. Zapier or Make turns it into a task with the invoice, amount and notes attached.

Escalate stubborn accounts, step by step

Set escalations for the later stages of collection: a phone call, stop credit, a letter of demand or a handover to your lawyer. Each one can become a task for the right person.

Escalations arrive as tasks in your task tool

A phone call or letter escalation becomes a task with the customer, invoice and amount, and your team’s notes follow as they are added.

Customer queries go to the team that can fix them

When a customer queries an invoice in the portal, the query becomes a task for billing or sales, so the fix happens before the next reminder.

It’s the debt collection system I’ve been looking for, for the last 15 years.
Tyler Caskey Partner, The Bean Counters Said on the Accounting Apps Podcast

Everything you expect from great accounts receivable software

Paidnice has everything your business needs to run a best-in-class receivables process, from the first reminder to the money landing in your account.

Reminder sequence for one customer: email, SMS, escalation to a senior sender and a scheduled call, with the escalated email being sent

Sequences that adapt to each customer’s payment behavior, so every invoice gets the right nudge at the right moment.

  • Multi-channel reminders by email, SMS and call, from your own domain.
  • Smart scheduling sends at each customer’s best time.
  • Dynamic templates adjust tone to payment history.
  • Sender escalation moves late reminders to a senior sender.
  • Quote expiry reminders so deals never lapse.
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A customer email giving a PO number, a payment date and a payment plan request, and the Paidnice AI panel showing the PO added to the invoice, the promise to pay logged with chasing paused, the invoice resent, and a payment plan and a drafted reply waiting for approval

Paidnice AI reads each customer reply and turns it into the next step, so nothing gets lost in your inbox.

  • PO numbers captured from replies and added to the invoice.
  • Promises to pay logged, with chasing paused until then.
  • Actions run automatically or wait in a queue for your approval.
  • Replies drafted for you to send.
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Payment terms for a customer group, set up as scheduled rules: reminder on the due date, late fee on the first of the month, customer statement on the first, and escalation to a call after the invoice goes overdue, with one overdue invoice running through them in order

Your policies enforce themselves. Incentives and penalties are applied on schedule and written straight back to your ledger.

  • Late fees & interest applied when invoices go overdue.
  • Early payment discounts reward customers who pay fast.
  • Payment plans in installments, synced to Xero and QuickBooks.
  • Customer groups each get their own terms and rules.
  • Automatic statements on the schedule you set.
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Accounts ranked by risk with an escalation thread where the team assigns a call and records the promised payment date

Real-time visibility of your AR health, with the accounts that need attention surfaced before they become a problem.

  • Escalate & act when an invoice needs a person.
  • Dispute workflows raise letters and tasks when customers push back.
  • Team collaboration: tasks, notes and owners in one place.
  • Custom alerts when an account needs attention.
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A customer’s branded payment portal showing open invoices, a pay-all button and payment methods, with a card payment confirmed

A branded, self-service portal that removes every excuse between your customer and the Pay button.

  • Your brand, front and center: custom domain, logo and colors.
  • One-click payments by card, ACH, BACS and direct debit.
  • 24/7 access to statements, invoices and payment.
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Accounts receivable reporting: DSO trending down, aged receivables by bucket, reminder template open rates, three customers ranked by risk score, and the connected Xero and QuickBooks organizations with an option to connect another

Complete visibility of receivables performance, across every entity you manage.

  • Aging analysis with historical comparisons.
  • DSO tracking by account, entity and contact.
  • Template performance shows which wording gets paid.
  • Multi-entity reporting across every Xero or QuickBooks organization.
  • Customer insights: payment patterns and risk scores.
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AccountingNew Zealand

Customer story

2 to 3 hours a week of chasing handed back to the team

“You’ve taken away a pain point and made the ability to manage something that’s difficult into something that’s actually enjoyable.”
Marc ProctorBullot & Rankine
Read Bullot & Rankine’s story →
2 to 3 hoursOf chasing back every week
ImmediateDrop in debtor days
InboxReminders clients recognize

Connect Paidnice to the software you already run every day

Accounting, payments, CRM and team tools. Paidnice reads invoices from your ledger, takes payment through your provider and logs every email in your CRM.

See all integrations →

Task Management integration questions

How does an escalation become a task?

Paidnice sends a webhook the moment an escalation is raised. A Zap in Zapier or a scenario in Make creates the task in your tool, with the customer, invoice and notes.

Which task tools work?

Asana, ClickUp, monday.com, Trello, Jira and any tool Zapier or Make can create a task in.

Which escalations can Paidnice raise?

A phone call, stop credit or a legal letter, on the day count and invoice amounts you set. Paidnice can also post a letter of demand, and a solicitor-signed letter before action is available case by case.

Which plan do I need?

The Pro plan, which includes webhooks. See pricing.

Are my team’s notes included?

Yes. Escalation notes travel with the event, so the task shows what has already been tried.

Can I keep working escalations in Paidnice?

Yes. Paidnice has its own escalation list where you assign, snooze and complete each one. The task tool is optional.

Bring your task manager into your collections with Paidnice

Book a demo to learn more about how Paidnice and your task manager can help you take the pain out of getting paid.

Rated 5 stars, 160+ reviews · Xero App of the Year