Routine work
Handled by MarkPaid
Eligible follow-up keeps moving inside the policy, channel, timing, and authority your firm approved.
15 cases moving
Autonomous A/R for professional firms
Your partners shouldn’t
chase invoices.
MarkPaid works every receivable with the financial truth, client context, and firm policy in view—handling the routine work and bringing people only the decisions that need judgment.
Starts in approval modeEmail, SMS & CallStops when paid
Financial truth first
Current invoice and payment state
Relationship aware
Case, contact, and conversation context
Policy controlled
Your rules define its authority
Payment aware
Every send checks again
The inference layer
Not another reminder sequence builder.
MarkPaid sits over the systems your firm already owns. It assembles the full case, decides one appropriate next action, checks its authority, and learns from the outcome—without inventing financial truth.
Invoices & payments
Conversations
Case history
MarkPaid intelligence
What should happen next?
One case-grounded decision, checked against current truth, relationship context, and firm-approved policy.
Eligible, approved, rechecked
SMS
Eligible, approved, rechecked
Call
Eligible, approved, rechecked
Email and SMS may run autonomously only inside approved policy. Calls remain approval-led.
The operating model
The work moves. Your judgment stays focused.
The Agent is the front door. Cases, invoices, conversations, and the financial record stay fully visible behind it.
Exceptions
Brought to the right person
Possible disputes, missed promises, sensitive relationships, and uncertainty are held for judgment.
3 need review
Visibility
Explained and auditable
See the facts considered, the active policy, what happened, and why the Agent acted or paused.
23 audited events
Controlled autonomy
Your policy—not the model—decides what MarkPaid may do.
Start by observing. Move to approvals. Grant Autopilot only to routine email and SMS cases that meet every rule. A narrower hold or exception always wins.
- Firm-approved rules, thresholds, channels, and tone
- One bounded action followed by fresh re-evaluation
- Uncertainty pauses the case instead of taking more risk
Agent authority
The most restrictive control always wins
Observe
Explain and recommend
Approve
Ask before acting
Autopilot
Routine email & SMS
Calls remain approval-led. Every outbound action uses a verified sender and recipient, respects holds and consent, and reloads payment state before execution.
Stop-on-Paid
Autonomy without stale authority.
A queued action is never permission to send later. Immediately before every outbound message, MarkPaid reloads the current financial and case state. Paid is terminal.
Read about securityPre-send check · INV-1048
A fresh decision at the last responsible moment
Reload current case and invoice state
Payment, holds, policy, recipient, consent
Payment confirmed. Message cancelled.
Remaining work stopped and the decision recorded.
Systems of record
Connect the systems that know what is owed.
MarkPaid brings current invoice, payment, practice, and client context into one operating layer while your connected systems remain authoritative.
QuickBooks
Clio
Business Central
NetSuite
Dynamics 365 F&O
Xero
Books
sageIntacct
Business One
Compliance
Controlled collections, without the compliance cleanup.
MarkPaid keeps follow-up actions, payment checks, stop reasons, notes, and operator decisions together on the case.
SOC 2-ready controls
Access, audit history, and operating evidence live with the collections work.
Law 25 awareness
Follow-up is designed around restraint, consent-aware handling, and data minimization.
Human override
Operators can pause, stop, resume, and document exceptions without losing the case record.
Put receivables to work
Give your firm an A/R operator—not another tool to operate.
See how MarkPaid reviews the portfolio, handles a routine case, pauses an exception, and stops the moment payment is confirmed.
Book a demo