Planned
Promise-to-pay detection
When a client tells you a date, on email or WhatsApp, Collectraft catches it, shows you the date it found, and lets you confirm or change it. Unclear? It asks you instead of guessing.
Early accessFor marketing agencies · You approve every send
The AI collections agent for marketing agencies.
Collectraft tracks every invoice in QuickBooks or Xero, follows up by email, SMS or WhatsApp on schedule, and loops in the client's finance lead when a balance runs late. Nothing sends without your approval.
- Nothing sends without your approval
- Escalations CC the client's finance lead
- Promises to pay land on your worklist that day
- Read-only QuickBooks Online & Xero sync
This morning42 invoices checked9 need action1 promise to pay
ED
Example Dental Group
Day 30 · Escalation
EmailNeeds approval
- To
- Paige Sullivan, Marketing Director
- Cc
- Marcus Holt, Controller
- Subject
- August retainer + July ad spend: $18,650.00
AI draft
Hi Paige, the August retainer and the July Meta and Google ad spend we fronted are now 30 days past due.
I've copied Marcus so this can get to AP. Could we confirm a payment date by Friday?
Retainer + ad-spend pass-through
Approve & sendEdit
Illustrative preview of planned features. Clients, names and amounts are fictional.
How it works
PlannedConsistent follow-up you sign off on.
- 01
Tracks your invoices
Retainers, fees and ad spend, read-only from QuickBooks Online or Xero.
- 02
Drafts every follow-up
One note per client, covering every balance that’s overdue.
- 03
You approve
You edit, hold or send. Nothing goes out on its own.
- 04
Escalates and keeps the record
Escalations CC the finance lead. Every step stays on the record.
Promise to pay
PlannedWhen a client says “we’ll pay Friday,” you’ll hear about it on Friday.
- 01
01
Your client replies
On WhatsApp, email or SMS — wherever the thread already is.
Tue 9:41 AM
WhatsAppMaya Okafor
Example Coffee Roasters
Thanks for the reminder, we’ll get this paid by Friday.
September retainer · $6,500.00
- 02
02
Collectraft catches the date
Follow-ups pause on that invoice. If the date is unclear, it asks you to confirm rather than guessing.
Promised date
AIFriday, Sep 25
“we’ll get this paid by Friday”
Follow-ups pausedEdit date - 03
03
Friday morning
Collectraft checks QuickBooks or Xero. Already paid? It stays off your list. Still unpaid? It’s back on your worklist with a draft ready for you to approve.
Fri 9:00 AM
Due todayMaya Okafor
Example Coffee Roasters
$6,500.00
Draft ready · needs your approval
Nothing sends without your approval, and you’re never chasing an invoice that’s already paid.
Illustrative preview of planned features. Clients, names and amounts are fictional.
Product
PlannedWhat Collectraft looks like for an agency.
Retainers, pass-through media and the client's finance contacts, alongside every draft you approve.
Illustrative preview of planned features. Clients, names and amounts are fictional.
Every client the cadence says needs a message today, plus every promise to pay that comes due.
Features
Early accessFirm on the money, careful with the relationship.
Collectraft is in development and not yet available. Every feature below is planned, not shipped, and may change or never ship.
Channels
Follow up where your clients actually reply
Email, SMS and WhatsApp from one worklist and one thread per client. Each message is drafted for you and sent only when you approve it.
Trust
You approve every send
AI writes the draft. You send it. No exceptions.
Agency
Escalations CC the finance lead
Early notes go to your contact; later tiers loop in the person who releases payment.
Tiered cadence for retainers
Gentle before the due date, firmer at 14 and 30 days, final at 45. Escalate from email to SMS or WhatsApp as a balance ages.
Planned · Agency
Ad-spend pass-through called out
Fronted media spend is itemised apart from your fees, at cost.
Repeat-offender flagging
See who slips every quarter before you renew or commit more spend.
Audit trail
Every draft, edit, approval and CC, kept on the record.
Ad-spend disputes
PlannedProve the ad spend before the client asks twice.
Pass-through media is the line clients push back on most, usually because nobody can produce the number quickly enough.
Collectraft reads reported spend from Meta Ads and Google Ads and checks it against the pass-through line, with the time it last synced.
Illustrative preview of planned features. Clients, names and amounts are fictional.
Integrations
PlannedPlugs into the books your agency already keeps.
Collectraft reads retainer, project and pass-through invoices from your accounting platform, and reported spend from your ad platforms to back up pass-through lines. It never changes anything in your books or ad accounts.
Planned integrations. Nothing is connected today, and each one depends on the provider’s own approval process.
- Read-only access everywhere
- Planned: ad spend checked against Google Ads and Meta Ads
- No bank feeds or reconciliation
- QuickBooks Online
- Xero
- Google Ads
- Meta Ads
Collections agent
Channels
- SMS
Agency early access
Stop floating your clients' retainers and ad spend.
We're onboarding a small group of agencies that bill through QuickBooks Online or Xero. Founding agencies help shape the retainer and pass-through workflows.