Professional Services
Automated invoice reminders for professional services firms
Automated reminders that protect client relationships so you can focus on billable work.
In professional services, the relationship is everything. You can't send a generic payment demand to a client you've worked with for years. But you also can't let invoices age quietly while you focus on billable work.
RECEIVABLES VISIBILITY
Track receivables across clients, matters, and engagements without pulling Xero reports
See your practice's complete receivables picture in one view. DSO, ageing invoices, and payment trends, all broken down by client. Spot slow payers early so you can act before invoices age past 60 or 90 days.
What you'll see:
- Unpaid and overdue totals across all clients and matters
- Days Sales Outstanding to benchmark your collection speed against industry norms
- Invoice trends showing issued, paid, and outstanding over time
- Upcoming scheduled reminders so you know what goes out next
AUTOMATED FOLLOW-UPS
Firm but respectful follow-ups that match how your practice communicates
Set your reminder cadence once. A courtesy notice before the due date, then a professional follow-up after. Solido escalates the tone gradually, so your practice never looks heavy-handed.
How it works:
- Courtesy notices before the due date to prompt timely payment
- Escalating follow-ups that stay professional as invoices age
- Automatic pause when payment is received in Xero
- Per-client overrides for key relationships and long-standing clients
PROFESSIONAL COMMUNICATION
Emails that read like they came from a partner, not a collections system
Every reminder goes out from your email address, not a generic system. AI drafts messages that match the tone your clients expect from your practice. Review before sending, or let them go automatically.
Key capabilities:
- Emails sent from your own mailbox via Microsoft 365 or Google
- AI-generated copy that matches the professional tone of your practice
- Review and approve before sending, or automate entirely
- Full email history tracked against each invoice and client
More Billable Hours, Less Chasing
Stop spending unbillable time on payment follow-ups
Tone That Matches Your Practice
Reminders that your clients would expect from your firm
Visibility Across Matters
See outstanding invoices across clients and engagements in one view
Ready to get paid without the awkward conversations?
Setup takes about 10 minutes. Your client relationships stay intact.
