Your aged receivables report has three or four names on it, and has done for a fortnight. Talkify reads your Xero, rings the overdue accounts in a polite Kiwi voice, writes what they said onto the invoice, and emails your accounts inbox anything that needs a person. You keep the customer and the money.
It is not that you do not want the money. It is that chasing it is awkward, it is never the most urgent job of the day, and the person you have to ring is usually someone you like and want to keep working with.
It lands in the same inbox as the last one, gets marked as read, and changes nothing. Emailed reminders are easy to send and just as easy to ignore, which is exactly why they keep needing to be sent.
A short, friendly call gets the invoice looked at while you are still on the line. It is the most effective reminder there is, and the one that almost never gets made, because nobody enjoys making it.
Money that is 30 days late is money you have already spent on materials, wages and fuel. Getting it in a fortnight earlier is the cheapest funding your business will ever find.
A collection agency ends a customer relationship. A polite reminder call keeps it. That is the whole design brief here, and it is why the agent takes no for an answer.
The real win is not the wording. It is that the reminder goes out on day seven, every time, whether or not you got around to it, and without the run-up you have been giving it all week.
Connect your Xero, pick a rule, check the list. There is no data to import and no spreadsheet to keep up to date, because the source of truth is the same Xero you already work in.
Sign in with your normal Xero login and pick the organisation. No API key to find, nothing to paste, and you can disconnect any time.
About the Xero integration →
How many days past due, the smallest amount worth a call, how many reminders, the gap between them, and the hours it may ring. Weekdays only, in your hours, in NZ time.
Every overdue account appears on your Invoice chasing screen before anything dials, with the amount and how late it is. Take an invoice off, or a customer off for good.
It is the answer you hear most, and half the time it is true. So the agent settles it while it has them on the phone, instead of leaving you a note to email it later.
The agent reads back the email address you hold for them in Xero, gets a yes, and emails them the real invoice PDF from your Xero. It arrives while you are still talking, so there is nothing left to chase.
Plenty of overdue invoices are sitting in a mailbox nobody reads. If they give you a different address, the agent repeats it back to check it has it right, sends it there, and records where it went.
Optional, and off until you switch it on. They get a secure link to the invoice on their phone, handy for people who never open email. 10c a text; emailing is free.
A caller can only be sent an invoice from their own account, and only when we recognised them by the number they rang from. Quoting an invoice number gets nobody anything.
Every copy sent is recorded: which invoice, where it went, and when. If it comes up again, you can say exactly what was sent and to whom.
A reminder is only useful if the answer gets recorded somewhere your accounts person will actually look. That place is the invoice.
Every call is written into that invoice's history in Xero: the outcome, what they said, and the date they promised to pay. Open the invoice next week and the whole story is there, instead of in somebody's memory.
If they say Friday, the agent confirms the date back to them and nobody rings again until Friday has been and gone. Nothing is more damaging to goodwill than being chased for something you have already promised.
If they dispute the invoice or want to talk to a person, the agent stops chasing that invoice on the spot and emails your accounts inbox with what was said. You can set a separate accounts address for exactly this.
The agent thanks them, does not argue, and sends it to your team to check. Nobody gets accused of not paying a bill they have paid.
The list is rebuilt from your live Xero, so an invoice that is settled drops out of the queue on its own. No stale spreadsheet, no embarrassing call about money that already arrived.
The difference is not marketing. It is written into how the agent behaves on the call.
A flat $10 a month and 50c a minute. Collection agencies typically take a percentage of what they recover; we take none of it, so nothing pushes the call to be harder than it should be.
The agent never mentions debt collectors, credit ratings or legal action, never pressures, and takes no for an answer. If someone would rather not discuss it, that is the end of the call.
The call goes out as your business, in wording you wrote. The debt is never sold, assigned or handed to a third party, and the customer relationship stays yours.
Weekdays, inside the hours you choose. Nobody gets rung about money at 8pm on a Sunday.
You cap how many times one invoice may be chased and the gap between reminders. Two polite calls is usually the whole campaign.
Talkify reads your approved invoices and contacts. The only thing it ever writes to Xero is the note on the invoice after a call. It cannot edit an invoice, and it cannot take payment.
The same Xero connection works in the other direction, and plenty of businesses use only this half of it.
Incoming calls are matched to your Xero contacts by number, so your agent greets customers by name instead of asking who is calling.
Your agent can tell a recognised customer what is outstanding, how much is overdue and when it was due, at whatever level of detail you allow. It only ever discusses the account of someone calling from a number that matches their contact.
Nine of the questions we hear most. If yours isn't here, ring our live demo agent on 03 242 1183, it'll either answer or queue a callback from a human.
The same calling engine on the rest of your list: win-backs, service reminders, review requests and surveys.
How connecting Xero works, what the agent can say about an account, and what you control.
The agent answering everything inbound, 24/7, so the calls your reminders trigger never ring out.
The Talkify mobile app puts the dashboard, transcripts and live coaching in your hand. Listen back to any call, edit your agent's prompt mid-shift, get push-notified the moment a hot lead lands.