Invoice management
Drafts, statuses, PDFs, payments, attachments, and a full audit-aware timeline.
Why Receivly
Production speed without collection chaos
2–4s
Focused workflows
AI + rules
Deterministic control
Multi-tenant
Workspace isolation
Human review
When confidence dips
Product flow
From signup to settled — one clear path
Businesses onboard, import invoices, activate the collector, and resolve exceptions in a unified conversation center.
01
Create or import customers & invoices
02
Activate AI Collector with your tone & rules
03
Reminders send when invoices are due or overdue
04
Replies are classified — promises, disputes, claims
05
Sensitive cases escalate for human approval
06
Verified payment stops collection immediately
Key capabilities
Everything finance teams need to manage receivables — with AI as an assistant, not the authority.
AI reminders
Concise, grounded reminders from approved invoice facts — never invented fees or threats.
Reply understanding
Promises, disputes, payment claims, and unclear replies routed with confidence scores.
Human control
Approval queues, pause rules, quiet hours, and escalation contacts stay in your hands.
Built for trust
Tenant isolation, audited actions, plan entitlements, and graceful handling when subscriptions lapse — without deleting customer records.
Workspace isolation
Approval & quiet hours
Audit-friendly history
FAQs
Does AI mark invoices as paid?
No. Payment status only changes from verified webhooks or authorized manual recording.
Can I approve reminders before they send?
Yes. Choose automatic sending, approve the first message, all messages, or firm-stage only.
Is customer data isolated?
Every record is workspace-scoped. Businesses cannot see each other's invoices or conversations.