Features

Everything you need to manage receivables, automatically

Connect your accounting software once. Retrievr handles tracking, follow-up, and reporting from there.

Automated Receivables Tracking

Retrievr connects directly to your accounting software and syncs approved invoices and receivables automatically.

Automatically enrol all approved invoices into tracking workflows

Manually select specific invoices to track and follow up

Apply different workflows to different customer groups or invoice types

Flexible Follow-Up Workflows

Create custom receivables workflows that match your business process.

14 days before due date

7 days before due date

3 days before due date

Due date

7 days overdue

14 days overdue

30 days overdue

Each step can trigger one or more communication actions — email reminders, SMS notifications, or automated phone calls.

Ongoing Collection Sequences

For invoices that remain unpaid, workflows can continue beyond the initial overdue period.

Weekly reminders

Fortnightly reminders

Monthly reminders

Custom intervals

This allows businesses to maintain consistent communication without manually managing follow-ups.

Multiple Workflow Management

Create and manage multiple receivables workflows within a single account.

Standard customers

High-value customers

Government customers

Commercial customers

Long-term overdue accounts

Each workflow can have its own timing, communication methods and escalation process.

Conversational Communications

Customers can respond naturally to emails, text messages and phone calls. Every response is recorded against the customer and invoice, so the next follow-up reflects what’s already been said — not a repeated template.

Invoice-Level Tracking

Track every invoice individually.

Current status

Follow-up history

Communication activity

Payment commitments

Outstanding balances

Next scheduled action

Automatic Payment Recognition

When invoices are paid, Retrievr automatically updates tracking records and stops future follow-up actions associated with that invoice.

Customer Communication Timeline

Maintain a complete record of all customer interactions.

Emails sent

SMS messages delivered

Phone calls completed

Responses received

Payment promises made

Receivables Dashboard

Monitor your accounts receivable performance from a single dashboard.

Outstanding balances

Upcoming reminders

Overdue invoices

Active workflows

Collection activity

Recovery performance

Dashboard preview

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Built for Accounts Receivable Teams

Retrievr helps businesses maintain consistent invoice follow-up processes, improve cash flow visibility and reduce the time spent manually chasing overdue payments.

Track invoices. Automate follow-up. Improve cashflow.

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