Balance Resolve finds the actual blocker behind every unpaid invoice, puts a name and a deadline against it, assembles the evidence that settles it, and turns the outcome into a dated commitment you can forecast.
No card required. Import a spreadsheet, keep your export, cancel whenever you like.
Reminder tools send more emails against a number nobody has explained. The invoice sits at 90 days because a purchase order was never raised, or a delivery receipt was never scanned, or a variation was never signed — and none of that is in the ledger.
Four numbers and four ages. No reason, no owner, no next step.
Same four balances. Now each one has a reason, a named owner and a date.
This is the whole product. Not reminders bolted onto a ledger — a resolution workflow that starts at the reason and finishes at collected cash.
Classify the balance against 14 root-cause codes. Each carries an owner, an SLA and the documents that will settle it.
The workspace knows which documents this blocker needs and scores the pack out of 100 before you commit to a position.
Convert the resolution into a dated promise or an installment plan, tracked against the customer's actual behavior.
Forecast from commitments rather than due dates, then attribute every pound recovered to the blocker it was stuck behind.
Every case opens with a root cause, an owner and a deadline. A reminder is one possible action inside a resolution, never the whole strategy.
A ten-email chase against 'missing PO' recovers nothing. One approval link to the right person recovers all of it.
The timesheet your own operations team owes you sits next to the approval the customer owes you. Both block the same invoice, so both live on the same case.
Roughly half of overdue balances are blocked by your own side. Tools that only chase customers cannot see them.
Every case carries a score out of 100, measured against what its specific blocker actually requires. Escalation is gated on it.
A case sent to collections without the signed variation attached does not come back with money.
When a customer contests part of an invoice, the rest stops being hostage to it. The undisputed portion is worked and collected on its own timeline.
On a contested invoice, this alone typically frees the majority of the balance immediately.
Every payment records which blocker held it and which intervention released it. You learn which of your own moves actually works.
This is the number that renews the subscription: cash recovered, traced to what you did.
Every automated action stores a plain-English reason it fired and a reversal path. Rules stop the moment a case completes.
Finance teams do not adopt automation they cannot audit. So every action here is auditable and reversible by design.
These are industries where the money is genuinely owed and the hold-up is a document, an approval or an unagreed variation.
Commercial construction & subcontracting
Variations, retentions and site sign-off
Recruitment & staffing
Countersigned timesheets and placement proof
Freight, logistics & warehousing
POD chasing and rate disputes
Professional services
Approval chains and scope creep
Equipment rental & field services
Off-rent dates and damage claims
Healthcare & industrial suppliers
Entity mismatches and PO discipline
Finance software usually arrives with an implementation fee and a six-week onboarding. This does not. You import the spreadsheet you already have and start working the first case the same morning.
First useful outcome within 15 minutes of signing up
Import, classify, and issue your first evidence request before your coffee goes cold.
Import your existing spreadsheet, no paid implementation
Column mapping is detected automatically from any standard ledger export.
A dashboard that answers what needs attention today
Role-aware: an operator sees their queue, a manager sees workload and exposure.
Every reminder is explainable and reversible
Open any automated action and read exactly why it fired. Undo it in one click.
Mobile-responsive external links with no login friction
Your customer approves, uploads or replies from a phone in under a minute.
Exportable evidence and data, always
Full account export at any time. Your record package outlives your subscription.
Tenant isolation is enforced at every data-access layer, not assumed at the edge, and material actions are written to an append-only audit trail.
Reconciles against the ledger you already run
Import your A/R aging report and Balance Resolve will classify it, tell you which balances are defensible today, and show you where the cash actually lands.
Starter from $19/mo · Professional from $59/mo · Business from $199/mo