Common questions,
honest answers

Claimify works in four steps: First, you upload a CSV of your overdue invoices — customer names, invoice numbers, amounts, due dates, and contact emails. Claimify parses and normalizes this data instantly. Second, Claimify's AI uses GPT-4 to draft a personalized follow-up email for each customer, calibrated to the invoice amount, days overdue, and your brand voice. Third, you review the drafts and click send — Claimify delivers each email individually from your domain, with proper SPF/DKIM/DMARC authentication. Fourth, Claimify tracks every open, reply, and dispute in real time, classifying each response so you know exactly what action to take next.

No — and we work hard to protect it. Every email sent through Claimify is individually delivered with proper SPF, DKIM, and DMARC authentication, which means email providers recognize the messages as legitimate. We rate-limit outgoing emails to prevent sudden spikes that could trigger spam filters, and we handle bounce notifications and unsubscribe requests automatically per CAN-SPAM. Unlike mass BCC campaigns that can get your domain flagged, Claimify sends genuine one-to-one emails that look like they came from your finance team.

Claimify currently supports CSV import from any accounting or AR system, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, FreshBooks, Sage, and any custom CSV format. You can export a report from any of these platforms and import it into Claimify in under 30 seconds. We do not yet offer direct API integrations, but this is on our roadmap for the Enterprise tier. Enterprise customers can request custom ERP integrations.

Yes. All invoice data is encrypted in transit using TLS 1.2+ and at rest using AES-256 encryption. Claimify is hosted on Render's infrastructure, which is SOC 2 Type II compliant. We do not sell, share, or use your invoice or customer data for any purpose other than operating your AR collections workflow. Access to your account is protected by email/password authentication and optional two-factor authentication.

All plans are billed monthly by default. Annual billing is available on request for Growth and Agency plans at a discounted rate — contact us at billing@claimifyai.com. You are charged on the day of the month you signed up. You can cancel at any time and you will not be charged again after your current billing period ends. Every paid plan comes with a 14-day free trial — no credit card required.

To cancel, go to your account settings and click 'Cancel subscription.' This takes effect at the end of your current billing period — you keep access to all paid features until then. There are no cancellation fees and no hoops to jump through. Your data is retained for 90 days after cancellation. If you need help, email support@claimifyai.com.

Yes. Every paid plan comes with a 14-day free trial. No credit card is required to start the trial. You will not be charged until the trial ends, and you can cancel at any time during the trial with no charge. The Free plan ($0/month) is available indefinitely with no trial period — it includes 25 invoice sends per month and is designed for freelancers and small businesses.

When you cancel, your data is retained for 90 days in case you change your mind. After 90 days, we delete your invoice data, customer contacts, email logs, and analytics. We retain aggregate, anonymized usage statistics for product improvement, but this data cannot be linked back to your company or customers. You can export all your data as a CSV at any time before cancellation using the Export button in the dashboard.

Claimify is purpose-built for B2B accounts receivable workflows. Our AI email drafting is optimized for the professional tone appropriate for B2B invoice collections. The pricing structure and features — like multi-user collaboration, ERP integrations, and dispute tracking — are designed for finance teams managing business-to-business invoices. For B2C collections, a different tool would be more appropriate.

Claimify is GDPR-compliant. Customer contact information you import is stored securely and used solely for sending AR follow-up emails on your behalf. We act as a data processor — your company remains the data controller. You can request a Data Processing Agreement (DPA) by emailing legal@claimifyai.com. We do not transfer your customer data to third-party advertising platforms or use it for any purpose beyond operating your AR workflow.

Yes, white-labeling is available on the Agency plan ($199/month). With white-label enabled, your clients log in to a dashboard branded with your company's name, logo, and colors. They see your support contact information. This is popular with fractional CFO firms, AR outsourcing companies, and accounting firms that want to offer AR automation as part of their service offering.

Most customers see payment activity within 24-48 hours of their first batch send. The speed depends on how overdue your invoices are and how responsive your customer base typically is. Invoices that are 30-60 days overdue tend to have the highest response rates. Claimify reduces your DSO by an average of 16 days within the first quarter of use.