The Platform

Sharper credit control. A lot less grind.

From automated reminders to hands-on case management - built to make your credit control more consistent, more effective, and a lot less time-consuming.

Phase 1: Intelligence

Total context. Zero digging.

Great credit control requires nuance. Before Balancr drafts a single word, it pulls together every piece of the puzzle so you never chase a client blindly.

  • Live Ledger Sync Pulls payment history, invoice data, contact details, and lifetime value (LTV) directly from Xero.
  • Inbox Integration Reads historical email threads to understand previous payment promises and communication tone.
  • Human-in-the-Loop Guidance Easily add internal notes (e.g., "VIP client, tread lightly") which the AI permanently factors into future workflows.
Data Profile Compiled Acorn Corp
Xero Data
LTV: £145,000
Email Thread
Replied: "Will pay Friday."
Controller Override
"Client is currently undergoing a merger. Be highly accommodating."
Phase 2: Smart Routing

Automate the routine. Handcraft the complex - with an AI chief of staff who never loses track.

Not all overdue invoices are created equal. Balancr intelligently splits your workflow exactly at the 30-day mark, ensuring the right level of attention is applied.

  • <30
    Automated Batching (Under 30 Days) Traditional, gentle due-date and nudge reminders are generated and sent in optimized background batches.
  • >30
    Enhanced Kanban (Over 30 Days) Problem accounts (>30 days overdue + account issues) are isolated on a priority board where your AI chief of staff surfaces context, drafts your outreach, and tracks every commitment - leaving you to make the calls that matter.
  • Scheduled Follow-ups Customers in the enhanced flow never get lost if they ghost a payment promise or fail to reply.
Batch Automation
42 Invoices Nudged
Enhanced Kanban Requires Action
Thornfield Brewery
£4,200 • 52 Days Overdue
Scheduled Follow-up Triggered Today
Phase 3: Escalation Engine

Resolve obstacles. Don't just chase past them.

When a customer has a genuine problem, chasing harder makes things worse. Balancr pauses, routes the issue to the right person, and reads what comes back - then decides the right next move based on how it was resolved.

  • Launch investigations Pause the chase and route paperwork or service disputes to Sales or Customer Service directly from Balancr.
  • Close the loop automatically When the dust settles, Balancr reads the replies, picks up the updated Xero data, and works out the right approach for the next interaction with that customer.
From Ridgeway University 21/02, 20:55
Re: Outstanding invoices INV-0035 and INV-0020
Hey guys, We had a quality problem with the beer on this invoice. We returned one of the kegs due to pouring problems. We spoke to our account manager about this at the time....
Read more...
21/02, 20:56 Sent together
To: Account Manager Internal Sent
Ridgeway University - Credit note request for returned keg
Customer is disputing part of their outstanding invoices (INV-0035 £5,156.25 or INV-0020 £6,187.50) claiming they returned a keg...
Read more...
To: Ridgeway University Sent
Hi Paul, Thanks for letting me know about this. I'm looking into the returned keg issue with your account manager now to get this sorted...
From Account Manager: 21/02, 20:57
Yea, they did have a return, but I forgot to process the credit note - sorry about that! I've processed the credit note now and applied it to the invoice - can you send the updated copy to them
AI Analysis
2 auto 2 pending
The account manager has confirmed the return was valid and processed the credit note. I'll send the updated invoice to Paul to confirm the revised balance and request payment.
Customer Email
Awaiting Approval
Sending to: ap@ridgewayuniversity.com
Subject: Re: Outstanding invoices INV-0035 and INV-0020
friendly information_request
Edit draft
Approve All (2)
Phase 4: Inbox Triage

Turn messy replies
into one-click resolutions.

Credit control isn't just sending emails; it's handling the messy replies. Balancr offers guided, one-click workflows for the most common administrative roadblocks.

Dynamic Tone Selection

Review the AI-generated draft and instantly toggle between options like "Gentle Nudge," "Firm Follow-up," or "Empathetic Reminder" before clicking send.

Attach Missing Paperwork

If a customer replies asking for a copy, Balancr retrieves the exact PDF invoice or statement from Xero and drafts the reply with it already attached.

"Already Paid" Verification

When a customer claims payment was sent, a guided workflow helps you check payment channels and bank feeds before drafting a 'Thank You' or 'Not Found' response.

Never chase the wrong address.

When contact details change, Balancr notices and recommends the Xero update before you send to the wrong place.

Ready to restore balance?

Stop sending robotic, generic payment reminders. Let Balancr recover your revenue while actively protecting the client relationships you worked so hard to build.

Apply for Alpha