Meet Clive

Your invoice chasing finance assistant

Clive is your answer to improving your invoice collections and operational effectiveness of your team. Clive is a smart workflow assistant, proactively chasing clients, preempting problematic invoices and dealing with queries as they come in.

  • Workflow that syncs with Xero, chases and replies over email
  • Knows who to chase and when, based on data, context and continuous self-learning
  • Human augmented solution, with an experienced CFO checking escalations manually
  • Clear, concise reporting to the business on performance and any escalation on decisions
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Clive

Clive's tools

  • Gmail
  • Microsoft 365
  • Xero
  • Slack
Try Clive

Experience the chase

  1. Put your email in
  2. Clive will send you a brief intro email
  3. Clive will send you a chaser and the invoice attached
  4. You interact with Clive, and see how he works and thinks

Check your spam folder if the email doesn't arrive.

Meet Clive's boss

Alex Robinson

Alex Robinson
Connect on LinkedIn

Alex will:

  • Implement Clive into your business (email set-up, introductions, integrate accounting system)
  • Check your business model, invoicing process and adjust Clive as needed
  • Understand your escalation points
  • Check individual problematic invoices or clients as a human check
  • Act as a first human escalation point
  • Help Clive continually learn as he gets experience with your business and clients

"Having run a number of finance teams as a FD/CFO, I know how painful invoice chasing/management can be. Clive is my way of trying to solve this for you, a software-driven agent with a human support layer (i.e. me!). Clive is built to understand probability to pay, pre-emptively deal with queries or issues and resolve issues that do sneak through. In the workflow, Clive has escalation points to me where I am manually reviewing and checking Clive's work."

What Clive can do

The workflow

1

Knows what's outstanding

Syncs with Xero and keeps a clear view of what's due and overdue.

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2

Chases, knows when and who

Decides when to send a chaser and tailors it to the right contact and thread.

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3

Monitors inbox, triages

Reads replies and understands what they mean so the right action follows.

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4

Replies & follows up

Drafts and sends follow-ups the way they should be done, in context.

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5

Checks payments

Tracks when payments land and reconciles.

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6

Shares reporting updates

Keeps the team in the loop with clear updates.

Try Clive for Free

£0/month

Free

Try Clive for Free
£29.99/month

Paid plan

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Get started

Ready to chase less and get paid sooner?

Book a call

Book a short call and we'll show you how Clive can fit into your workflow.

Test Clive Now

Just insert your email and Clive will reach out.

Test Clive Now