Better insights for every client.
Help your clients collect smarter and plan ahead. Bring clearer payment intelligence to every conversation.
Better conversations
Payment insights inform client advice.
Earlier visibility
Spot potential client cashflow gaps.
Stronger support
Charlie assists your clients’ teams.
See beyond the overdue invoice.
From ledger to practical advice.
- 01Customer interaction
- 02Payment promise
- 03Intelligent follow-up
- 04Cashflow forecast
Meet Charlie.
Your team stays in control. Charlie supports the routine.
Your partner questions.
Does Charlie replace our team or our clients’ credit controllers?
No. Charlie supports routine credit control as an assistant. People retain responsibility for customer relationships, decisions and exceptions.
What can inform client cashflow conversations?
Customer payment commitments and historical behaviour inform expected incoming cash and help identify potential gaps. Forecasts are estimates, not guarantees.
How do we explore a partnership?
Request a partner demo below. We will discuss your practice, clients and workflow requirements without assuming a particular commercial arrangement.
How does this fit our accounting process?
Qashivo starts with the accounting ledger. Routine follow-ups, payment promises and a forecast of up to 13 weeks support financial advice. We will discuss accounting systems and connection requirements in a partner demo.
Which practices can benefit?
Accounting firms can support better-informed planning; bookkeeping practices can reduce routine administration; outsourced finance teams can support clients while retaining oversight of relationships and decisions.
Book a partner demo.
Tell us about your practice and the clients you support.