RevCollect
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Early access · Context-rich collections

Collections workflow with context at every step

RevCollect gives finance teams one inbox, full customer context, and on-demand AI drafts — with an optional agent that prepares next actions before you ask. You approve every message before it reaches a customer.

Or explore the interactive demo →

Private beta · Bookkeepers and finance teams only

Two ways to work

Core handles collections on its own. The agent add-on reduces work by preparing the right action — you still approve every send.

  • Included

    Core

    Open invoices, see full customer context, and follow up on your terms. Request an AI draft at the moment of action — or write your own. Core works fully without the agent.

  • Optional

    Collections Agent add-on

    Watches invoice state, email replies, promised dates, risk thresholds, and customer behavior. Prepares drafts, digests, alerts, and recommendations before you ask. Never auto-sends.

Set up the agent in about 2 minutes — risk thresholds, follow-up tone, customer overrides, and behavior toggles. No automation builder.

Context, not more buttons

Promise tracking, tone, and escalation are communication-context problems — surfaced where you act, not as standalone features.

  • Customer context

    Full thread and invoice history at the point of action. Tone, promises, and risk surfaced in context — not as separate feature buttons.

  • Collections inbox

    One place for customer replies, overdue status, and next actions — without scattered email threads.

  • Aging & risk

    See AR by bucket and per-customer risk so your team prioritizes the right accounts first.

  • QuickBooks & Gmail

    Connect accounting and email to sync open invoices and send from your real mailbox — no duplicate data entry.

How it works

We're onboarding firms gradually while we polish the product.

  1. 01

    Connect when invited

    Link QuickBooks and Gmail in minutes. Open invoices and threads flow into RevCollect automatically.

  2. 02

    Work in Core

    Review invoices and customer context. Draft or send follow-ups when you are ready — on your schedule.

  3. 03

    Enable the agent

    Optionally turn on the Collections Agent add-on. It prepares work overnight; you approve every send from Inbox.

You approve every message before it reaches a customer

Customer intelligence stays in your workspace — inference only, never used to train models. Security practices

Get early access to RevCollect

Join the waitlist and we'll reach out when your workspace is ready.

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