Automated Communications
Send payment reminders, follow-up emails, and client communications on your behalf with intelligent scheduling and tracking
Automated Communications
Send payment reminders, follow-up emails, and client communications on your behalf with intelligent scheduling and tracking
Smart Payment Processing
Upload bank CSVs, process payment screenshots, and automatically match transactions to invoices across your systems
Smart Payment Processing
Upload bank CSVs, process payment screenshots, and automatically match transactions to invoices across your systems
Conversational Interface
Talk to Payment Collector like you would to a human assistant - no complex commands or ERP navigation needed
Conversational Interface
Talk to Payment Collector like you would to a human assistant - no complex commands or ERP navigation needed
Payment Tracking & Analysis
Automatically monitor overdue invoices, track payment patterns, and analyze client credit status across all your accounts
Payment Tracking & Analysis
Automatically monitor overdue invoices, track payment patterns, and analyze client credit status across all your accounts
ERP Integration
Connect with Xero, QuickBooks, and other ERPs to sync payment data and update records without manual entry
ERP Integration
Connect with Xero, QuickBooks, and other ERPs to sync payment data and update records without manual entry
Statement Generation
Manage SOA creation, aging reports, and financial summaries with simple voice commands and automated scheduling
Statement Generation
Manage SOA creation, aging reports, and financial summaries with simple voice commands and automated scheduling
Collect Payments Faster with Sofia,
Your AI Payment Collector
Collect Payments Faster with Sofia,
Your AI Payment Collector
Collect Payments Faster with Sofia,
Your AI Payment Collector
Sofia connects to Xero, QuickBooks, and other systems so you can check client balances, update payments, generate reports, and send reminders through simple conversations - without ever opening your ERP again.
Sofia connects to Xero, QuickBooks, and other systems so you can check client balances, update payments, generate reports, and send reminders through simple conversations - without ever opening your ERP again.
Let Sofia Handle the Payment Hassles
Stop wasting hours navigating your ERP, creating reports, and manually tracking payments
Access an Expansive Suite of AI Features and Maximize your Productivity
Find overdue accounts
Stop playing detective with spreadsheets. Payment Collector instantly identifies your biggest collection risks, shows payment patterns, and prioritizes who to contact first for maximum cash flow impact.
Find overdue accounts
Stop playing detective with spreadsheets. Payment Collector instantly identifies your biggest collection risks, shows payment patterns, and prioritizes who to contact first for maximum cash flow impact.
Match bank transfers
End the daily nightmare of manual payment matching. Simply upload your bank CSV and Sofia automatically reconciles every transaction, updates your ERP, and flags any discrepancies.
Match bank transfers
End the daily nightmare of manual payment matching. Simply upload your bank CSV and Sofia automatically reconciles every transaction, updates your ERP, and flags any discrepancies.
Match bank transfers
End the daily nightmare of manual payment matching. Simply upload your bank CSV and Sofia automatically reconciles every transaction, updates your ERP, and flags any discrepancies.
Send payment reminders
Transform awkward collection calls into professional, automated sequences. Sofia crafts appropriate reminders, escalates based on aging, and tracks responses - so you collect faster without the stress.
Send payment reminders
Transform awkward collection calls into professional, automated sequences. Sofia crafts appropriate reminders, escalates based on aging, and tracks responses - so you collect faster without the stress.
Generate aging reports
Get instant financial clarity without building reports. Sofia delivers real-time dashboards, forecasts cash flow based on payment patterns, and alerts you to potential problems before they hit.
Generate aging reports
Get instant financial clarity without building reports. Sofia delivers real-time dashboards, forecasts cash flow based on payment patterns, and alerts you to potential problems before they hit.
Use It Anywhere
Sofia works wherever you go. Get notifications, give commands, and check results from any platform.
Access an Expansive Suite of AI Features and Maximize your Productivity
Chat with your assistant from WhatsApp
Chat with your assistant from WhatsApp
Slack
Chat with your assistant in your Slack channels or DM
Slack
Chat with your assistant in your Slack channels or DM
Mobile App
Manage on the go via voice commands
Mobile App
Manage on the go via voice commands
API
Our assistants, your systems
API
Our assistants, your systems
Web Desktop
Full control & analytics
Web Desktop
Full control & analytics
Stop the Daily Payment Collection Nightmare
Stop the Daily Payment Collection Nightmare
87% of AR teams are drowning in manual ERP tasks, scattered data, and customer miscommunication - Sofia eliminates the chaos.
87% of AR teams are drowning in manual ERP tasks, scattered data, and customer miscommunication - Sofia eliminates the chaos.
3.5+ hrs
per day saved on payment tracking and follow-ups
78%
faster invoice-to-payment matching and updates
91%
reduction in manual ERP data entry and clicking
85%
of finance teams report less stress from payment chaos
Make it yours
Every business is different. Sofia can be customized to match your exact workflow, connect to your specific tools, and follow your unique processes.
Sync your platforms
Sync your platforms
Sync your platforms
Adapt to your business
Adapt to your business
Adapt to your business
Choose your alerts
Choose your alerts
Choose your alerts
Learn your processes
Learn your processes
Learn your processes
Learn your processes
