Collections Assistant.Prep Done. Judgment Yours.
Finds overdue invoices and drafts polite, firm reminders. Nothing goes to a client until you approve it.
Collections Assistant
QuickBooksconnected
Xeroconnected
Gmailconnected- Found 9 invoices more than 30 days overdue
- Grouped by client and days overdue6 clients
- 2 invoices already disputed by emailNeeds review
- Drafted 5 reminders in GmailNot sent
- Summary of $18,420 outstanding drafted
Sample run · fictional data
What Does the MetaWurks Collections Assistant Do?
The Collections Assistant finds overdue invoices in QuickBooks or Xero, groups them by how late they are and drafts a reminder for each client in Gmail or Outlook, friendly or firm. Every draft waits for your approval; nothing is sent to a client automatically.
Brief It Like a New Hire. Review It Like a Partner.
It Asks
- How many days overdue?
- Friendly or firm?
It Reads
OutlookIt Always Hands Back
- Every reminder before it is sent
- Invoices with an open dispute
- Tone for key clients
Collections Assistant: Your Questions.
Can it send reminders automatically?
No. Every reminder is a draft that waits for your approval. You can edit the wording, approve it or delete it.
Does it know when a client has already replied?
It checks the connected inbox for recent replies and flags invoices that look disputed or already discussed, so you do not chase a client twice.
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Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold