Add client and project details
Enter the client name, email address, project name, amount, currency, and due date.
PaidFlow AI
How PaidFlow AI Works
Start a collection case in minutes and let AI manage payment reminders after the first email.
Choose the collection stage
Choose whether the collection is an initial request, follow-up, or overdue reminder.
Choose reminder frequency
Decide how often PaidFlow AI should continue follow-ups after the first reviewed email.
Generate the first AI reminder
Let AI draft a professional reminder based on your collection case details.
Review and send the first reminder
You stay in control by reviewing the first message before it is sent.
Track delivered and opened emails
Use delivery and open tracking as reference signals for communication activity.
Let automation continue follow-ups
PaidFlow AI can continue scheduled reminders until you stop the workflow or confirm payment.
Confirm payment when it arrives
PaidFlow AI never assumes payment has arrived. The user always confirms payment manually.
Send a polite thank-you email
After you confirm payment, PaidFlow AI prepares a professional thank-you email for your client. This helps close the payment workflow respectfully and keeps the relationship positive for future cooperation.
Onboarding screenshots
Follow the full payment collection workflow visually.
Human confirmation stays required.
PaidFlow AI never treats email opens, delivery events, AI output, or reminder history as proof of payment. The user always confirms payment manually after checking their own records.