“I don't want to sour the account.”
The client is good. The payment is late. Every extra nudge feels like it could put the next project at risk.
Accounts receivable automation for agencies
Get overdue invoices paid. Keep the client relationship intact.
Firmkind handles the follow-up your accounting software cannot—from the first ignored reminder to the payment promise, dispute, or account-manager handoff that finally gets the invoice moving.
✓ Connects to QuickBooks & Xero✓ No login required to explore
NEEDS ATTENTION3 client accounts
IN PLAY$25,450
N
Northstar StudioWarm follow-up
$12,80012 days late
ReadyB
Beacon HealthPayment promised
$8,45031 days late
WatchF
Fieldwork LabsBring in account lead
$4,20052 days late
EscalateBeacon Health · promise due todayNext action ready
Hi Maya — you mentioned invoice #1048 would be included in today's payment run. Has that gone through, or is there anything your AP team still needs from us?
Client contextLaunch completed · 2 years together · Maya owns AP
Account-aware, clear, still human
↳
Account lead looped inFull history included
Works with the books you already trust
QuickBooks+Xero
Built for agencies, consultancies, and client-service teams
THE FIRST REMINDER WAS THE EASY PART
Your accounting software sent the reminder. Now what?
The invoice is still open. The client is still valuable. And the right next move depends on context your reminder settings do not have.
So the follow-up gets postponed, rewritten, handed around, or forgotten—while earned revenue sits in someone else's bank account.
“Someone else knows the context.”
Finance sees an overdue invoice. The account lead knows about the missing PO, launch delay, or verbal promise.
“I thought we followed up.”
The thread is in one inbox, the promise date in another, and the next action exists mostly in someone's memory.
MORE THAN AN INVOICE REMINDER
Built for what happens after “just checking in.”
QuickBooks and Xero are excellent systems of record. Firmkind adds the relationship-aware operating layer an agency needs to turn an overdue invoice into the right next action.
When the situation changesA standard reminderFirmkind
The first email is ignoredRepeat a fixed templateAdapt tone, timing, contact, and next step
The client repliesRead it in someone's inboxClassify it, pause, route, and follow through
A relationship owner is neededForward the thread manuallyEscalate with context and a clear action
The team needs visibilityPiece together email historySee one owner, timeline, promise, and next move
FROM OVERDUE TO HANDLED
A follow-up process your team can finally trust.
Firmkind turns every open invoice into a visible, accountable workflow—without turning your agency into a collections department.
- 01
Know what needs attention
Firmkind syncs every open invoice from QuickBooks or Xero and surfaces the accounts where a routine reminder is no longer enough.
- 02
Follow up with context
Every message reflects the invoice age, client history, prior replies, and the relationship—not just a days-overdue rule.
- 03
Handle the reply
Payment promises, disputes, missing POs, and resend requests are recognized, tracked, and routed to the right next step.
- 04
Bring in the right person
When a follow-up needs a human touch, the account owner gets the full history. When payment lands, Firmkind stops instantly.
EVERYTHING THE NEXT NUDGE NEEDS
Firm on the invoice. Thoughtful with the client.
Automation carries the process. Your team keeps the judgment, visibility, and client relationship.
Client-aware follow-up
Warm for a trusted client. Clearer after a broken promise. Firm when the invoice has truly stalled.
Reply intelligence
Turn every response into a next action—without leaving payment promises or disputes buried in an inbox.
Account-owner escalation
Loop in the person who knows the relationship, at the moment their context can unlock payment.
One shared queue
Give founders, ops, finance, and account teams the same priorities, history, owner, and next step.
Adaptive cadences
Change timing, tone, contact, and channel as the situation changes instead of repeating one template.
Payment-safe automation
Check your books before every action and stop the sequence as soon as the payment is recorded.
ONE PLAN. THE WHOLE FOLLOW-UP WORKFLOW.
Less than one billable hour. Useful every working day.
Give everyone who touches client accounts one place to move overdue invoices forward.
AGENCY PLAN
$49/ month
For one agency with up to 100 open invoices.
- QuickBooks and Xero sync
- Client-aware follow-up sequences
- Reply, promise, and dispute handling
- Account-owner routing and shared queue
- Approval rules and payment auto-stop
QUESTIONS, ANSWERED
Accounts receivable automation, without the enterprise baggage.
What is accounts receivable automation?
Accounts receivable automation takes the repetitive work out of getting invoices paid: monitoring due dates, deciding what needs attention, sending follow-ups, tracking replies, coordinating the team, and stopping when payment arrives. Firmkind is built specifically around the client relationships agencies need to protect.
Can Firmkind automate QuickBooks invoice follow-up?
Yes. Firmkind connects to QuickBooks, keeps invoice and payment status in sync, and manages the follow-up workflow beyond a standard scheduled reminder.
Does Firmkind work with Xero?
Yes. Connect Xero to keep open invoices, contacts, and payments synchronized while Firmkind handles follow-up, replies, and escalation.
How do I follow up on an overdue invoice without sounding rude?
Use the relationship and the situation—not just the due date. A useful follow-up names the invoice clearly, acknowledges relevant context, asks for a specific next step, and becomes firmer only when the history warrants it. Firmkind applies that judgment to every account.
What happens when a payment reminder is ignored?
Firmkind changes the next move. It can adjust the message, contact another billing stakeholder, track a promised date, pause for a dispute, or bring in the account owner with the full history.
Does Firmkind replace QuickBooks or Xero?
No. QuickBooks or Xero remains your accounting system of record. Firmkind is the agency-focused accounts receivable layer that turns invoice data into consistent, relationship-aware follow-up.