Professional Services
Automated invoice reminders for professional services firms
Automated reminders that protect client relationships so you can focus on billable work.
RECEIVABLES VISIBILITY
Real-time view of outstanding invoices across matters and engagements
See every unpaid invoice across your practice in one place. Track overdue amounts by client, matter, or engagement without pulling reports from your accounting software.
What you'll see:
- Unpaid and overdue totals across all clients and matters
- Days Sales Outstanding (DSO) to benchmark your collection speed
- Invoice trends showing issued, paid, and outstanding over time
- Upcoming scheduled reminders so you know what goes out next
AUTOMATED FOLLOW-UPS
Set reminder schedules once, from gentle pre-due nudges to firmer overdue follow-ups
Configure your reminder cadence and let Solido handle the rest. Start with a friendly heads-up before the due date, then escalate the tone as invoices age — all without lifting a finger.
How it works:
- Pre-due reminders to prompt payment before invoices are overdue
- Escalating follow-ups that adjust tone as invoices age
- Automatic pause when payment is received in Xero
- Per-client overrides so you can tailor the approach for key accounts
PROFESSIONAL COMMUNICATION
AI-generated emails with the right tone, sent from your own mailbox
Every reminder goes out from your email address, not a generic system. AI drafts professional, relationship-safe messages that you can review, customise, or send automatically.
Key capabilities:
- Emails sent from your own mailbox via Microsoft 365 or Google
- AI-generated copy that matches professional services tone
- Review and edit before sending, or let them go automatically
- Full email history tracked against each invoice
More Billable Hours
Spend less time chasing and more time on client work
Client-Safe Tone
Professional reminders that protect your relationships
Automatic Sync
Invoices and payments update from Xero in real time
Ready to automate your collections?
Setup takes about 10 minutes. Your first reminders can go out today.
