Chase unpaid invoices
- When
- An invoice is 3 days overdue.
- It does
- Emails your customer a polite reminder, again at 10 days, and never more than twice.
- You see
- A note on the invoice in Money each time a reminder goes.
Get your time back.
Every business has jobs nobody likes doing. Chasing invoices, following up quotes, sorting emails, typing in receipts. You answer a few plain questions, we set up the ones you say yes to, and you stay in charge of what goes out.
From $149 a month, plus GST. Bigger jobs quoted in writing first.
Example business. Made-up numbers.
A few plain questions. Yes, No or Not sure.
In the app, or with us on the video call, you answer questions like these. A Yes tells us what to set up. Not sure is fine too, and we'll talk it through.
Do you want your emails sorted and replies drafted for you?
Enquiries in your email go into one list, with a reply written for you to check.
Do you want quotes followed up if the customer hasn't answered?
If a customer hasn't answered a quote in 5 days, they get one friendly email.
Do you want customers reminded about unpaid invoices?
Customers get a polite reminder when an invoice is overdue, twice at most.
Do you want your receipts and bills added to your bookkeeping?
Snap or forward receipts and bills, and the details are filled in and copied to your books.
Do you want your bank lines sorted into the right categories for you?
Each line of your bank statement gets a suggested category for you to check.
Do you want past customers reminded when their next service is due?
Past customers hear from you when their next service is due.
In the app, a Yes goes straight to Viri, and you hear back when it's running.
Every automation is one card.
When it runs, what it does, and where you'll see it. These are real cards from the app, word for word.
Follow up quotes
- When
- A quote has had no answer for 5 days.
- It does
- Emails your customer one friendly follow-up with the link to accept it.
- You see
- A note on the quote in Money when the follow-up goes.
Sort emails and draft replies
- When
- An enquiry lands in your Gmail or Outlook.
- It does
- Writes a reply for you to check, change and send.
- You see
- The reply waiting for your OK, ready to approve or change.
Read receipts and bills
- When
- You snap a receipt or forward a bill.
- It does
- Reads it and fills in the details for you to check.
- You see
- The expense ready to check in Money, under Expenses.
Sort your bank lines
- When
- You add a bank statement.
- It does
- Suggests a category for each line for you to check.
- You see
- Each line with its suggestion in Money, under Bank.
Remind customers the day before
- When
- A customer has a booking tomorrow.
- It does
- Texts them a reminder with the day and time.
- You see
- Their reply in your Inbox if they need to change it.
Ask for Google reviews
- When
- A job is done or an invoice is paid.
- It does
- Asks your customer once for a Google review by text or email, with nothing offered for it.
- You see
- Each request on the Reviews page, and new reviews as they come in.
Remind customers a service is due
- When
- A customer's yearly service or check is coming up.
- It does
- Reminds them and asks what time suits.
- You see
- Their reply in your Inbox.
Text customers you're on the way
- When
- You tap On my way on a job.
- It does
- Texts your customer that you're coming.
- You see
- The job marked On my way in Jobs.
How it gets set up.
You answer the questions
Yes, No or Not sure, in the app or with us on the video call.
We build it with you
We set up what you said yes to and check it with you before it goes live.
It keeps running
We watch it and fix it if it breaks. Each time it does its job counts as one run, and your plan has a monthly allowance.
Good to know. It only does the jobs we set it up for. Anything unusual still needs you. Bigger or unusual jobs are quoted in writing before we start.
Three plans. Plus GST, month to month.
We set up the boring admin to run on its own: follow-ups, reminders, quote chasers, review requests. A set-up fee to build it, a monthly fee to keep it running.
Starter
One job you want off your plate
$149 a month, plus GST
$490 one-off set-up, plus GST
Book a video call about AI Automation, Starter- 1 automation built for you
- Up to 2 running at once
- 1,000 runs a month
- We watch it and fix it if it breaks
- Email support
Most popular
Growth
Taking the admin off a small team
$299 a month, plus GST
$990 one-off set-up, plus GST
Book a video call about AI Automation, Growth- Up to 3 automations built for you
- Up to 5 running at once
- 5,000 runs a month
- Can include AI steps, like drafting replies
- Monitoring and fixes
Pro
Businesses running a lot through their systems
$549 a month, plus GST
$1,490 one-off set-up, plus GST
Book a video call about AI Automation, Pro- Up to 6 automations built for you
- Up to 10 running at once
- 15,000 runs a month
- 2 changes a month
- Monthly check-in call
- Priority support
Extras. A run is one time an automation does its job, like sending one reminder. Extra runs: $10 per 1,000. Extra automations built from $490 each. Our prices are all plus GST. Bundle two or three services and save.
Who it suits.
Any business with admin that eats the evening. Pick yours to see the questions that matter most.
Questions.
Do I need to know which automation I want?
No. Answer the questions with Yes, No or Not sure, and we'll talk through the rest on the video call.
Will anything go to my customers without me knowing?
No. Every automation is one card that says when it runs, what it does and where you'll see it. You can read the exact email it sends.
Do you need my passwords?
No. We never ask for your passwords. We help you connect the tools you already use.
What's a run?
One time an automation does its job, like sending one reminder. Your plan has a monthly allowance, and we text you at 80%.
Which jobs would you hand over?
Book a video call. We'll go through the questions with you and say what's worth setting up, and what isn't.