Connect Xero once and your AI agent knows who is ringing, what they owe and when it was due. It also makes the call you keep putting off: a polite reminder to the accounts that have gone past due, noted straight onto the invoice.
Xero already knows who your customers are and what they owe. Talkify puts that on the phone, in both directions, and you switch on only the half you want.
Incoming calls are matched to your Xero contacts by number, so your agent greets customers by name instead of asking who is calling. Nothing else needs setting up.
The agent reads the total outstanding, how much is overdue and when it was due, straight from your approved invoices. You choose whether it gives totals only or goes invoice by invoice.
Set the days past due and your agent rings them politely, in your words. How invoice chasing works.
"I never got it" is the commonest reason one goes unpaid. The agent reads back the email you hold in Xero, confirms it, and emails them the real invoice on the call. Texting a secure link is optional, at 10c a message.
What was said and any promise to pay is written into that invoice's history in Xero, where your accounts person will actually see it.
Contacts and approved sales invoices, nothing else. No bills, payroll or banking, and the only write is that note. Your agent cannot take a payment.
If you can sign into Xero, you can do this. And if you would rather not, we set it up with you as part of onboarding.
In your Talkify dashboard, open Integrations, choose Xero, and press Connect Xero. Sign in, pick the organisation, and you are linked. No API key, nothing to paste.
Turn on caller recognition, and decide whether the agent answers account questions, at what level of detail, and whether it chases overdue invoices.
If you switched chasing on, every overdue account appears on your Invoice chasing screen before anything dials. Take anyone off it, then let it run.
One click. Open Integrations in your Talkify dashboard, choose Xero, and press Connect Xero. You sign in with your normal Xero login and pick which organisation to share. There is no API key to find or paste, and you can disconnect from either side at any time.
As much or as little as you allow. Totals only means it will say what is outstanding and how much of that is overdue. Invoice by invoice lets it confirm a specific invoice, its amount and its due date. It only ever discusses an account with a caller ringing from a number that matches one of your Xero contacts, and it will not accept an invoice number as proof of who someone is.
Yes, if you switch it on. You choose how many days past due an invoice has to be, the smallest amount worth a call, how many reminders one invoice may get and the hours calls may go out. Every overdue account appears on your Invoice chasing screen before anything dials, and you can take an invoice off the list or mark a customer as never chased.
Yes, and it is the fastest way to get one paid. When a caller says they never received an invoice or cannot find it, the agent reads back the email address you hold for them in Xero, and once they confirm it emails them the real invoice PDF on the call. If they give a different address it repeats it back before sending. You can also allow it to text a secure link to the invoice instead, which costs 10c a message; emailing is free. A caller can only ever be sent an invoice from their own account.
The outcome and any promise to pay are written as a note on that invoice in Xero, so whoever opens it next sees the whole story. A promise pauses the chasing until that date has passed. If the customer queries the invoice or asks to speak to a person, the agent stops chasing it and emails your accounts inbox.
No. It is your own reminder call, made in your name, in wording you write. We take no commission on what is recovered, nothing is ever sold or handed to a collection agency, and the agent never threatens, mentions credit ratings or applies pressure. It takes no for an answer.
Your contacts and your approved sales invoices, and nothing else. We do not ask for access to bills, payroll, bank transactions, budgets or reports. The only thing we ever write is the note on an invoice after a reminder call: no invoice is created, edited, approved or voided, and the agent cannot take a payment.
Absolutely, and plenty do. Connect Xero so your agent greets customers by name and leave the invoice questions and the overdue calling switched off. They are separate switches.
The integration is $10 a month on top of your Talkify plan (from $129 a month at the founding rate for your first 3 months, then $199), and reminder calls are 50c a minute. There is no percentage of what you recover and no per-invoice fee.