Invoice what was agreed, on time, and chase it properly
Your accounts system knows what has been invoiced. It doesn’t know what should have been. OpsUPLOOP plans billing from the work that was won, raises invoices through your accounting integration and chases what is late, with guards so nobody is chased twice or after they have paid.
Where your week goes now
- You chase delivery leads before you can chase customers
- Nobody agrees what next month’s billing should be
- A milestone was delivered weeks ago and never invoiced
- Chasing is manual, so it happens when someone has time
What OpsUPLOOP does for you
Planned, invoiced, collected
Three numbers side by side and kept apart, so planned billing is never mistaken for cash. OpsUPLOOP Billing →
Invoices raised from the plan
Raise invoices from planned billables through your accounting integration, so the figure matches what was agreed. OpsUPLOOP Billing →
Chasing with guards
Configurable chase schedules that check paid status before every send and never send the same chase twice. OpsUPLOOP Billing →
Answers without the spreadsheet
Ask an AI assistant what is overdue and why. It answers from your records, and only people with finance access see the figures. The OpsUPLOOP platform →
The people who know the customer raise and chase
Billing is delegated by customer, so account owners see and chase their own, and raise invoices too if you allow it. Finance keeps the overview without doing every step.
Other customers’ billing isn’t shown: not your accounts. Finance sees everything.
Chased by the person the customer knows
Chases go out from the account owner, on a schedule you configure, with paid status checked before every send.
Hi Joanna, hope the new depot’s settling in. A quick nudge on INV-1043 for the rollout (£4,200), which is now 9 days past due. If it’s stuck with someone, just tell me and I’ll sort it.
Pay by cardThe modules that matter most to you
Start with one. The others use the same records when you add them, all on the OpsUPLOOP platform.
What we’d show you
Thirty minutes with the people who build it, on invented data shaped like your business. No slides.
- A billable
A planned milestone with an owner, a date and a health check.
- An invoice
Raised from that billable through the accounting integration.
- A chase schedule
Who is chased, when, and in what words.
- The paid check
A payment lands, and the next chase doesn’t send.
What stops a customer being chased twice, or after paying?
Duplicate-send guards, and a check of paid status in your accounting system before every chase is sent.
Will it start chasing all our old invoices?
No. Historic invoices aren’t swept into chasing. It covers the invoices you choose to enrol.
Which accounting systems does it work with?
Xero today. Each instance is connected to what that business uses, so tell us what you run and we’ll say plainly what that involves.
Is this cash-flow forecasting?
No. It covers planned billing, invoices and collection. It doesn’t model payroll, purchases or bank balances, so it isn’t a full cash-flow forecast.
Same records, different starting points
- Founders and managing directorsSee what needs attention across sales, delivery and billing, without being the person who connects every system.
- Operations leads and COOsKeep customer commitments, billing and ownership visible in one place, with an owner and a next step on every gap.
- Sales and growth leadsTurn account research into relevant outreach, and give the team clearer priorities on the leads that arrive.
- Whoever is bringing AI into the businessGive colleagues AI that works on real business records, with the same access they have, and nothing pasted in.
Or see who OpsUPLOOP is for, by role and by kind of business.
Show us last month’s billing
Tell us how billing is planned and chased today. We’ll show you how OpsUPLOOP would plan, raise and chase the same work.
30 minutes, with the people who build it. No slides.