Xero-integrated receivables automation

Get paid faster with smarter Xero debtor management

Automate payment reminders, track overdue invoices, manage collections workflows, and improve cash flow with a debtor management platform built for Xero users.

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Purpose-built for businesses, bookkeepers, AR teams, and finance operations using Xero.

Overdue Invoices

124

Overdue

Aging Buckets

  • 0-30$42k
  • 31-60$28k
  • 61+$16k

Debtor Status

Current Reminder Sent Promise to Pay Escalated

Reminder Schedule

Day 3 email · Day 7 call · Day 12 escalation

Promise-to-Pay Notes

Acme Co: promised payment by Friday, partial settlement approved.

Collection Activity

  • Email sent9:10 AM
  • Call logged11:30 AM
  • Payment received2:45 PM

Cash Recovered

$58,240

Xero Sync Status

Last sync 2 minutes ago

Built for businesses that run on Xero

Northstar Finance LedgerWorks OpsFlow Apex Group
Xero Integration Automated Reminders AR Workflow Cash Flow Visibility

The challenge

Manual debtor follow-up slows down cash flow

Time-heavy chasing

Chasing unpaid invoices manually takes too much time.

Limited visibility

Teams lack visibility into overdue accounts.

Inconsistent follow-up

Follow-ups are inconsistent and hard to track.

Reactive collections

Cash flow suffers when collections are reactive.

Platform capabilities

Everything your team needs to manage debtors

Automated reminders

Send follow-ups based on invoice age, balance, due date, or customer segment.

Xero sync

Sync invoices, contacts, balances, and payment activity from Xero.

Debtors dashboard

View overdue accounts, collection activity, and recovery performance in one place.

Customer timelines

See every email, note, promise-to-pay, and payment interaction in one thread.

Smart prioritization

Focus on high-value, high-risk, or longest-overdue accounts first.

Reports and analytics

Track AR aging, collection efficiency, recovery rate, and outstanding balances.

Process

How Xero Debtors works

1

Connect your Xero account

Securely connect Xero and pull invoices, customer data, and balances instantly.

2

Automate reminders and debtor workflows

Configure policy-based follow-up sequences for each debtor segment and aging stage.

3

Track collections and improve cash flow

Monitor outcomes across collectors, debtors, and overdue balances in real time.

Outcomes

Built for modern finance teams

  • Recover cash faster
  • Reduce manual admin
  • Standardize collections follow-up
  • Improve visibility across outstanding invoices
  • Keep customer communication organized
  • Report clearly to leadership

Product preview

See every overdue account in one place

Overdue invoices table

Customer Invoice Amount Status
Acme CoINV-2041$3,200Overdue
BluePeakINV-1978$1,180Reminder Sent
Zenith LtdINV-2005$5,420Promise to Pay

Customer account summary

Total outstanding: $12,430

Avg days overdue: 27

Collector owner: Sophie M.

Reminder automation builder

Rule: If invoice is 7+ days overdue, send email + task for call.

Segment: High-value debtors

Collector notes panel

“Client requested revised statement; sent at 10:40 AM.”

“Follow-up call booked for Thursday 3 PM.”

Payment history timeline

  • Mar 14: Partial payment received ($1,000)
  • Mar 11: Reminder email opened
  • Mar 07: First follow-up sent

Aging report cards

0-30$48k
31-60$22k
61+$14k

Integrations

Works with your finance stack

Xero

Primary accounting data source for invoices, contacts, and payments.

Email

Send automated reminders and follow-up sequences.

CRM

Keep account context aligned with customer relationship workflows.

Payments

Track payment activity and reconciled outcomes.

Reporting

Export operational and leadership-ready collections reports.

Social proof

Trusted by teams managing receivables at scale

“We reduced manual debtor follow-up by 70%.”

Jade Collins

Finance Manager, Northstar Advisory

“Our team finally has a clear collections workflow.”

Martin Lee

AR Lead, BluePeak Logistics

“We improved visibility across every overdue invoice.”

Priya Nair

Bookkeeping Director, Ledger Partners

Plans

Simple pricing for growing teams

Starter

$XX/mo

For smaller teams and lower invoice volume

  • Core Xero sync
  • Basic reminder workflows
  • Overdue invoice dashboard
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Most Popular

Growth

$XX/mo

For active AR teams with growing debtor books

  • Advanced automation rules
  • Team workflows + notes
  • Collections analytics
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Scale

$XX/mo

For multi-entity teams and high invoice volume

  • Priority support
  • Custom reporting exports
  • Advanced account segmentation
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FAQ

Questions from finance and AR teams

Connect your Xero organization securely, then invoices, contacts, balances, and payment activity are synced into Xero Debtors.

Data can sync on scheduled intervals and on-demand to keep collector actions aligned with current invoice and payment status.

Yes. Build reminder sequences for each aging bucket and combine them with amount or customer segment rules.

Yes, teams can collaborate with shared views, ownership assignment, notes, and activity timelines.

It is designed for businesses of all sizes that want more structured and automated receivables management in Xero.

Yes, you can export aging summaries, collector performance metrics, and account-level activity logs for reporting.

Stop chasing overdue invoices manually

Bring structure, automation, and visibility to your debtor management workflow.

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