Connect Paidnice and your assistant reads every customer reply, keeps contacts current and briefs you before a call, in the same chat as your Xero or QuickBooks connector, where available.
PaidniceSeven replies came in. Four need you this morning:
Start with Pinecrest. Want me to draft a reply?
Xero or QuickBooks holds the ledger. Paidnice holds what happens after the invoice goes out, and your assistant reads both.
Xero or QuickBooksWhat was invoiced and paid
Slack or TeamsWhere your team works
PaidniceWhat happens after the invoice goes outTodayIn betaPaidnice shares each customer’s Xero or QuickBooks ID, so your assistant matches every reply to the right account. One prompt can check payments in Xero, read replies in Paidnice, draft answers in Gmail and post the list in Slack.
From the first look at replies in the morning to the call after lunch. Built for AI-first finance teams and accountants who manage many clients.
Read replies, contacts and invoices, and keep contacts current. One organization per connection.
Your assistant sorts new emails and texts into promises, questions and disputes, then ranks them by what each customer owes in Xero or QuickBooks.
PaidniceStart with Pinecrest. Want me to draft the replies in Gmail?
When a customer says they paid, your assistant checks Xero or QuickBooks for the payment, on the invoice or as a deposit waiting to be reconciled.
PaidniceThe money is in. Want me to draft a thank-you in Gmail?
For a customer who has replied: their last reply, who to speak to and whether you can text them, with the balance from Xero or QuickBooks.
PaidniceYour assistant picks up new names from cc lines and out-of-office replies, updates the contact people and syncs the change to Xero or QuickBooks.
PaidniceDone. Both contacts are updated in Paidnice and Xero.
Draft a note to a client on what their customers said this week and who needs a call.
PaidniceDraft ready. Want it in Gmail for the client?
Set a scheduled task in Claude or ChatGPT, and your assistant posts the day’s replies to your team channel each morning.
PaidniceScheduled. The first post goes out tomorrow at 8:00.
We are testing these with customers now. Join the beta.
Connect once and ask across every client organization you manage.
PaidniceDSO, overdue and collected for each client, ready for your month-end review.
PaidniceAtlas is slowest. Want a note for the client?
See what should land this week from each customer’s payment habits, and what is at risk.
PaidniceFind the biggest and oldest balances without opening a report.
PaidniceReview the day’s drafted reminders, statements and fees, and approve them in one message.
PaidniceSend from the chat, and approve each one before it goes.
PaidniceSay what the customer agreed, and the note lands on the account and syncs to your ledger.
PaidniceTurn what customers say into logged promises and queries, so reminders wait.
PaidniceReminders wait on both until they are resolved.
Describe the schedule you want, and your assistant drafts the policy for you to review.
PaidniceSet up a plan by asking, and the installments land on the invoice.
PaidniceSee the day’s calls and letters with the context for each, then clear them from the chat.
PaidniceLeave your work email and we will invite you as each beta tool opens.
About two minutes, with no API key to copy.
In Paidnice, open Settings, Advanced, then API & MCP, and choose Connect an agent (MCP).
Add this URL as a custom connector (MCP server) in Claude, ChatGPT or another agent.
In Claude or ChatGPT, add a custom connector and paste the address.
Sign in to Paidnice, pick the organization and choose what the assistant may do.
The same data is open to your code. The reference is at docs.paidnice.com.
https://api.paidnice.com/rest/v1Version 1 reads your organization, contacts, invoices and inbound email and SMS, and updates contact persons. To send invoices into Paidnice from your own billing system, see the separate invoice API on the Custom plan.
Connect Claude or ChatGPT to Paidnice and work customer replies where you already work.
