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Dashboard
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⚡ AI Agent — DebtChaser Intelligence
Analysing your receivables…
Total outstanding
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Overdue balance
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Collected this month
—
This month
Open disputes
—
Ageing breakdown
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Priority queue
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Live activity
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Live Payments
Chase stops automatically when payment detected
Today
£0
This month
£0
Chase stopped
0
Auto-stop events
Avg days late
—
DSO indicator
Payment logReal-time
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Chase Queue
AI-ranked by risk score
⚡ AI recommendation
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All
Critical
Overdue
Due soon
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Chase Engine
Agentic automation — acts 24/7
⚡ Engine status
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Disputes
Log and track invoice disputes
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Customers
All accounts
CustomerContactOutstandingOverdueStatus
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Customer
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Company details
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Credit check
Invoices
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Recent activity
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Invoice
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Invoice details
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Customer
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Activity & chase history
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Invoices
All invoices
Invoice #CustomerIssuedDueAmountStatusDaysChase
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Import Invoices
CSV from Bibby, Xero, Sage or QuickBooks — chase starts automatically
1
Upload file
2
Review
3
Chase begins
Drop your CSV file here
Bibby Financial · Xero Aged Receivables · Sage · QuickBooks · Any CSV
Or click to browse
Reports
Real-time receivables intelligence
1–30 days
£0
Recent
31–60 days
£0
Attention
61–90 days
£0
Chase now
90+ days
£0
Critical
DSO trend ⓘ CSV
—days
avg days late: —
Ageing waterfall CSV
Total open: —
Collection efficiency CSV
% of invoices paid on or before due date — — latest completed month
Chase activity CSV
Sent
0
Replied
—
Paid ≤14d
0
Statutory interest claimed CSV
Late Payment of Commercial Debts (Interest) Act 1998 — lifetime: £0
Top debtors — action queue CSV
Top debtors will appear once you have open invoices.
CustomerOutstandingOldestLast paidRiskCH statusAction
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Board Pack
Single-page executive summary — print or save as PDF
Key insightsAuto-generated
Generating…
DSO trend
Ageing waterfall
Collection efficiency
Statutory interest
Top debtors
CustomerOutstandingOldestRiskAction
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Email Templates
Personalised at scale — looks human, works automatically
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Settings
Company profile
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Chase preferences
Integrations
Xero
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Sending email
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Connect your SMTP server
Get these values from your email provider's docs. We'll send a test email to your username address before saving.
▸ Help: Gmail / Outlook 365 / Fastmail / IONOS / Zoho
Gmail — host smtp.gmail.com, port 587, STARTTLS. Requires App Password (your normal Google password won't work because of MFA). Generate one at myaccount.google.com/apppasswords after enabling 2-Step Verification. Recommended for: existing Gmail customers; consider OAuth Connect Gmail above as the easier choice.
Microsoft 365 — host smtp.office365.com, port 587, STARTTLS. Requires App Password and your tenant must allow SMTP AUTH (often disabled by default since 2022; ask your admin). Conditional Access policies may also block it. Recommended for: customers whose admin has enabled SMTP AUTH; otherwise use Connect Outlook 365 above.
Fastmail — host smtp.fastmail.com, port 587 (or 465 for SSL/TLS). Use an app-specific password from Settings → Privacy & Security → App Passwords. Recommended for: existing Fastmail customers.
IONOS — host smtp.ionos.co.uk, port 587, STARTTLS. Use the mailbox username (often the from-address itself) and your mailbox password. Recommended for: existing IONOS customers.
Zoho — host smtp.zoho.eu (or .com for US accounts), port 587, STARTTLS. App Password required when 2FA is on. Free plans cap at ~100 sends/day. Recommended for: existing Zoho customers.
Welcome to DebtChaser
Step 1 of 4
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Add invoice
Add customer
Log dispute
Log payment
Log call
Send reminder
Select a template to preview…
New email template
Variables: {{contact_name}} {{invoice_number}} {{amount}} {{due_date}} {{days_overdue}} {{payment_link}} {{company_name}}
Add automation rule