Scope sheet
finbryn.com
AP & AR
Collections
Finbryn follows up overdue customer invoices for US businesses in QuickBooks Online, Xero or Bill.com on a set reminder cadence, sends payment reminders in your voice and under your name, logs every response, and hands disputed or stuck accounts back to you with the full history, so slow-paying customers get consistent attention without you chasing them yourself.
What is included
- A reminder cadence set for invoices approaching and past due
- Approved reminder templates sent from your own business email
- A per-customer, per-invoice log of every follow-up and response
- Disputed invoices flagged and routed back to you immediately
- A weekly summary of accounts needing your direct attention
- Payment plan proposals drafted for your approval, never agreed on your behalf
- Escalation recommendations for accounts unresolved past the agreed cadence
The process
- 1.
Set the cadence
We agree touch count, timing, and tone with you, typically escalating through pre-due, first-past-due, and 15, 30, 45, and 60-day follow-ups.
- 2.
Approve templates
Reminder wording is drafted for your sign-off before anything sends, so the voice matches how you actually talk to customers.
- 3.
Run the cadence
Reminders send from your own business email on the agreed schedule against invoices open in QuickBooks Online, Xero, or Bill.com.
- 4.
Log every response
Promises to pay, disputes, requests for more time, and silence are all logged against the specific customer and invoice.
- 5.
Route disputes and exceptions immediately
A disputed invoice is pulled from the cadence and sent to you with the history attached, rather than continuing to chase it.
- 6.
Escalate unresolved accounts
Anything reaching the end of the agreed cadence without payment goes back to you with a recommendation, not further automated reminders.
- 7.
Feed the aging report
Collections activity updates the same underlying data the monthly aged receivables report is built from.
Software
QuickBooks Online, Xero, Bill.com, Melio
Quality control
A senior reviewer reviews the weekly summary and the response log before either reaches you, checking that disputes were actually routed out of the cadence and that no account has been sitting unescalated past the agreed cutoff.
Pricing
Collections is included inside the Growth tier on the published rate card at /us/pricing as part of ongoing AR support, scoped to the number of accounts typically needing active follow-up each month. A backlog of long-overdue accounts with no prior follow-up history is scoped and priced separately before ongoing collections starts.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026