Know what to work first
See how balance, age, contactability, missed promises, and recent activity affect each case’s priority.
Connected Payments + AI-assisted collections
Follow up on overdue invoices. Stop when they’re paid.
See what needs attention, run approved follow-up, give customers a way to pay the full invoice, and stop outreach as soon as payment is confirmed.
QuickBooks, Business Central, Clio, Stripe, and Open API connectivity.
Current payment status
Checked before every send
AI stays in draft
Your team reviews every reply
Funds go to your account
MarkPaid never takes custody
Every action stays on the case
Including who did what and when
The collections workspace
Automate the routine work. Keep decisions with your team.
MarkPaid organizes the queue, prepares the context, and runs the procedure you approved. Payment status, exceptions, and every send decision stay under clear controls.
Keep the case in one place
Email, SMS, notes, payments, promises, and team decisions stay together in one timeline.
Draft replies. Keep approval human.
Start with a reply based on the case, edit it as needed, and decide whether to send it.
Give customers a way to pay
Send a secure link for the full invoice through your connected Stripe account. MarkPaid never holds the funds.
Stop-on-Paid by design
MarkPaid checks the current invoice and run status before every message. Once paid is confirmed, remaining steps stop.
See what happened
Know why a case was prioritized, who approved the reply, what went out, and why follow-up stopped.
Case Control Center
See the whole case before you act.
Open one record for invoices, replies, promises to pay, delivery status, notes, and the reasons behind the case priority.
- Case factors your team can inspect
- Clear email and SMS recipient routing
- Missed promises and delivery problems in view
Northstar Dental Group
Case thread · email reply
Case priority
72High
109 days overdue · promise date missed · recent inbound reply
Customer reply
We can make payment Friday. Can you resend the link?
AI-assisted draft
Re: Invoice INV-1048
Thanks for the update. Friday works. I’ve included the secure link for the full invoice below. Please let us know if anything changes.
Based on this caseReview & send
Connected Payments
Give customers a secure way to pay the full invoice.
The MarkPaid link covers one full invoice. Payment runs in your connected provider account, and the invoice is marked paid only after the provider confirms it.
- One full invoice at a time
- Funds never pass through MarkPaid
- Refunds and disputes are held for review
Secure invoice payment
Invoice INV-1048
$4,280.00
Full outstanding balance · CAD
Pay full invoicePayment is processed directly by the connected provider.
Payment status
Paid confirmed
Verified provider confirmation
Stop-on-Paid
Remaining follow-up is cancelled after payment is confirmed.
Deterministic procedures
Build the procedure once. Step in when you need to.
Set the email, SMS, call, wait, and safety-limit steps. Pause or take over when a case needs judgment. The case history stays intact.
Standard overdue procedure
Active · reviewed by Finance
Step 1
Approved reminder
Step 2
Wait
3 business days
Step 3
Call
Assign to owner
Check the invoice before each step
If payment is confirmed, cancel the remaining work and record why.
How it works
Detect first. Act second. Stop when paid.
MarkPaid checks the invoice first. Only then can the next approved step run.
- 01
Bring in the invoice
Sync the balance, contacts, and payment status from the system your team already uses.
- 02
Choose the next step
Work the case yourself, run the approved procedure, or review an AI-assisted reply draft.
- 03
Check again before sending
MarkPaid reloads the current invoice and run status. If it is paid, the message is cancelled.
Send check · INV-1048
Run 3 of 5 · reminder email
Reloaded invoice status
Connected provider returned a confirmed payment.
Message cancelled
Remaining steps stopped and added to the case history.
The check before every send
No message goes out after payment.
Paid is final. MarkPaid checks the current invoice and run status immediately before sending, then records the remaining steps as stopped.
Integrations
Stay connected to the systems that know what is owed.
Use current QuickBooks, Business Central, Clio, Stripe, and bounded Open API connectivity today. Direct connectors for NetSuite, Dynamics 365 F&O, Xero, Zoho Books, Sage Intacct, and SAP Business One are in development.
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.
See how MarkPaid handles a case from overdue to paid.
We’ll walk through the queue, a reviewed reply draft, full-invoice payment, and the check that stops further outreach.
Request a demo