Automations for accountants
Payment reminders for accountants
A polite reminder sequence for unpaid invoices, with a payment link in every message. For accounting firms, it matters most while you're deep in year-end season. The usual trouble: your own fees get paid late.
Where accounting firms lose time today
- Your own fees get paid late.
- Clients send receipts and bank statements late, in every format.
- Supplier invoices are typed into Xero or QuickBooks by hand.
What it looks like in practice
Take a three-person bookkeeping practice as an example. An invoice passes its due date in Xero. The client gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- An invoice is due or overdue in Xero.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
It plugs into the tools accounting firms already use, such as Xero, QuickBooks, Stripe and Outlook, and runs on n8n and Gmail.
Questions from accounting firms
Does the payment reminder flow work with Xero?
It depends on your Xero plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the payment reminder flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The payment reminder flow keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built