Ledger

Make receivables follow-up consistent without damaging trust.

Ledger watches invoice status, prepares policy-compliant reminders, records responses, and escalates disputes or sensitive accounts to finance staff.

Designed outcomesLower follow-up burdenFaster collectionsClear dispute ownership

Core workflows

Ledger follows configured inputs, policies, approval points, and completion criteria.

Identify invoices that reach an approved reminder or escalation milestone.

Prepare the correct message using invoice facts and the customer relationship context.

Route disputes, hardship requests, incorrect balances, and strategic accounts.

Human control

Configuration, validation, approvals, audit history, and emergency pause remain visible in StaffRooster.

Connections

SStripeauthorization requiredQQuickBooksauthorization requiredXXeroauthorization requiredEEmailauthorization requiredCCRMauthorization required

Integration availability depends on the customer’s plan, provider access, and completed authorization.

Role FAQ

Is Ledger a collections agency?＋

No. It is a workflow assistant for a business’s own receivables process.

Can it charge a saved payment method?＋

Only through a separately authorized payment flow and never solely because an invoice is overdue.

Deploy deliberately

We’ll map the objective, approved systems, guardrails, tests, and human escalation path before launch.

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Read the operational documentation or tell us about the workflow you want Ledger to own.