Features

One tool replaces your entire AR workflow

Claimify is purpose-built for B2B finance teams who are tired of chasing invoices manually. Every feature is designed to reduce DSO, save hours, and collect more cash — with zero spreadsheet maintenance.

Start free — no credit card
Step 1

Import your overdue invoices in seconds

Drop your existing AR export — QuickBooks, Xero, NetSuite, FreshBooks, or any custom CSV — and Claimify parses it instantly. Customer names, invoice numbers, amounts, due dates, and contact emails are extracted and normalized automatically. No manual entry. No formatting required.

  • ✓ Works with QuickBooks, Xero, NetSuite, FreshBooks, and custom CSV formats
  • ✓ Auto-detects column mapping — no configuration
  • ✓ Validates email addresses and flags duplicates
  • ✓ Imports thousands of invoices in under 30 seconds
Sample CSV preview
customer_name,invoice_no,amount,due_date,contact_email
Acme Corp,INV-4821,$4,200,2026-01-15,ap@acmecorp.com
Apex Ltd,INV-3304,$12,850,2026-01-03,billing@apexltd.io
Bridgefin Inc,INV-2209,$7,100,2025-12-28,ar@bridgefin.com
Nexustech,NV-1188,$28,400,2025-12-15,payables@nexustech.co
✓ 4 invoices imported — 4 valid emails
AI draft preview
Subject: Invoice #4821 — 32 days past due
Hi Alex,
I hope you're well. I'm reaching out regarding Invoice #4821 for $4,200, which was due on January 15th — it's now 32 days overdue.
I understand things come up, but I'd like to make sure this gets resolved smoothly. Could you let me know the status of this payment, or if there's anything we can help with on our end?
Happy to arrange a call if that's easier.
Best,
Jordan — Account Operations, Cloudfirst Systems
✓ Personalized to customer, tone calibrated, sent from your domain
Step 2

AI drafts personalized emails for every customer

Claimify uses GPT-4 to generate emails personalized to each customer — factoring in invoice amount, days overdue, payment history, and your brand's tone. Every email sounds professional and human. You review drafts before anything goes out, so you stay in control.

  • ✓ GPT-4 generates contextually appropriate follow-ups for each invoice
  • ✓ Escalating tone as days overdue increases (friendly → firm → final notice)
  • ✓ Customizable brand voice — add your company name, your name, your style
  • ✓ Review-and-approve workflow — nothing goes out without your sign-off
Step 3

Bulk send — hundreds of emails, one click

Select the invoices you want to chase, review the AI drafts, and hit send. Claimify delivers each email individually from your domain — not as a mass BCC. Every email has proper SPF, DKIM, and DMARC authentication. Your domain reputation stays clean. Your emails land in the inbox, not spam.

  • ✓ Individual delivery — no BCC mass send, proper authentication
  • ✓ Smart rate limiting to protect your domain reputation
  • ✓ Unsubscribe handling per CAN-SPAM requirements
  • ✓ Bounce detection and automatic retry for soft bounces
Batch send queue
Acme Corp — $4,200 · 32 days overdue
✓ Queued
Apex Ltd — $12,850 · 45 days overdue
✓ Queued
Bridgefin Inc — $7,100 · 60 days overdue
↑ Escalated
4 invoices selected
Send all
Tracking & Analytics

Know exactly what's happening with every invoice

Real-time visibility into email opens, replies, disputes, and payments — so your AR team can focus on the accounts that need attention most.

94%
Email Open Rate
Claimify's AI-personalized emails achieve a 94% open rate — 4x the industry average of 21% for cold AR outreach. Personalized subject lines and proper domain authentication are the key factors.
47%
Reply Rate
Nearly half of all customers reply to a Claimify follow-up — either confirming payment, raising a dispute, or making a promise-to-pay. Every reply is classified and routed to the right team member.
Real-time
Dashboard Updates
Every open, click, and reply shows up in your dashboard within seconds of happening. No waiting for end-of-day reports. No guessing where an invoice stands.
Collaboration

Your whole team, one view of AR

Invite your controller, AR manager, CFO, or external accountant. Role-based access means everyone sees what they need — and can't change what they shouldn't.

👤
Owner
Full access — billing, settings, all invoices, all team members, all analytics. There can be multiple owners.
👥
Manager
Send emails, manage invoices, view analytics. Cannot change billing or invite/remove owners.
📊
Viewer
Read-only access to dashboard and analytics. Perfect for external accountants or CFOs who want visibility without edit access.

Ready to automate your AR?

Start free. No credit card. Import your first CSV and send your first batch of emails today.

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