How it works with QuickBooks
- Connect QuickBooks. Sign in to Clef and choose Connect to QuickBooks. Clef reads your customers, invoices, and payments and keeps them in sync as you work in QuickBooks.
- Set the rules. Choose how overdue an invoice must be before Ruth follows up (15 days by default), the days and hours she may call, and whether she needs your OK before each call.
- Ruth calls. She reaches your customer’s accounts payable contact, says which invoices are past due, and asks when they will be paid. If they need a copy, QuickBooks emails it to them.
- You see everything. Every call has a transcript and an outcome in Clef, and Ruth adds a short dated note to the invoice in QuickBooks, so your books show where each one stands.
What Clef reads and writes
- Reads: your company profile, customers, invoices, and payments. Clef does not read your financial statements, bank accounts, or payroll.
- Writes: call notes on the private note of overdue invoices, and invoice emails sent through QuickBooks when your customer asks for a copy. Clef never changes amounts, never records payments, and never deletes anything in QuickBooks.
Your data is used only to collect what you are owed. We never sell it or use it to train AI models. Disconnect any time and Ruth stops right away. Read the details in our Privacy Policy.
Pricing
Free during early access. If we introduce paid plans, we will tell you the price in U.S. dollars at least 30 days before any charge.
Requirements
- A QuickBooks Online company based in the United States.
- Invoices to other businesses. Ruth does not collect consumer debts.
Questions
Email [email protected], or see Support.