"We'll pay Friday" is not a payment.

Every payment commitment your customers make, in an email, on a call, through a portal, gets logged with a date, watched, and enforced. Friday passes without cash, and the butler is already following up.

A timeline of supplier portal upload events
The problem

Promises are where collections go to die.

A customer says "running it in next week's payment run," and everything relaxes. The reminder sequence gets paused. The line in the AR review gets a hopeful note. Then next week passes, nobody notices for ten more days, and the invoice has aged a month on the strength of a sentence in someone's inbox.

Reminder tools have no concept of a commitment. The promise arrives as a reply, which is exactly where their job ends, so the one data point that should drive your forecast and your follow-up timing lives in unstructured email, invisible to finance. Pausing a sequence by hand is the closest they get, and a paused sequence is just organized forgetting.

The cost compounds: broken promises are also your earliest credit signal. An account that misses one commitment is asking for attention; an account that misses three is telling you something about your bad-debt reserve. If promises aren't tracked, the pattern is invisible until the write-off.

The Invoice Butler way

Commitments become data. Data becomes action.

Invoice Butler extracts every promise-to-pay from its conversations, email, phone, portal, and logs it against the invoice with an expected date. Until that date, outreach pauses politely. The moment it passes without payment, follow-up resumes with the promise quoted back, and repeat offenders are automatically routed toward escalation. Your dashboard shows committed cash by week, a collections forecast built from what customers actually said, not what the aging report hopes.

Every promise logged with a date · Broken promises auto-chased · Repeat breaks flag credit risk
Capabilities

What the Butler handles

Automatic capture

Promises are extracted from real conversations as they happen. No one on your team types "said they'd pay on the 15th" into a CRM.

Date-watched, not noted

Each commitment has an expected date the system enforces. The day after, follow-up resumes — with the customer's own words quoted.

Polite until it shouldn't be

Outreach pauses during the promise window, so good-faith customers aren't nagged. Persistence resumes the moment faith runs out.

Broken-promise escalation

One break gets a firmer follow-up; repeat breaks trigger your escalation path — new contacts, phone calls, your attention.

Committed-cash forecast

See expected payments by week based on actual commitments. Walk into the cash meeting with statements, not vibes.

Risk patterns surfaced

Accounts that habitually promise and slip are flagged early — your cheapest early-warning system for bad debt.

How it works

Live in under a week

1

The butler holds the conversations

Because it handles follow-up and the AR Inbox, every promise passes through it.

2

Commitments get structured

Amount, invoice, expected date, and source thread logged automatically the moment a customer commits.

3

The date is enforced

Paid on time: closed and noted in the account's history. Missed: follow-up resumes next morning, referencing the commitment.

4

Patterns drive escalation

Second and third breaks raise firmness, trigger calls, and flag you in Slack with the full promise history.

Product

Committed. Kept. Broken. Known.

The sentence that used to live in someone's inbox, now running your follow-up.

Every promise-to-pay tracked and enforced. 99% of the time, I don't have to get involved at all with our invoice to cash process. It just runs.

Conner Nannini, Head of Finance, Basis Theory

Basis Theory collected $150K+ in the first 4 months, including invoices they likely wouldn't have recovered themselves.

$150K+ collected in 4 months · 99% hands-off · 50% faster time-to-pay
FAQ

Common questions

Can't I just track promises in a spreadsheet?

You can — until the third week, when someone forgets to update it. The difference here isn't the logging, it's the enforcement: the system that records the promise is the same one that acts the morning it breaks.

Do Upflow or Chaser track promises?

Some tools let a human manually log a promise and pause a sequence. Invoice Butler captures promises automatically from conversations it's already having, enforces the date, and escalates patterns — no manual entry, no silent pauses.

What counts as a promise?

Any dated commitment: "Friday's payment run," "after our board meeting," "when the PO is amended." Vague deferrals ("soon," "we're looking into it") are tracked as stalls and handled differently — usually with a clarifying question that produces a date.

What happens after a promise breaks?

Follow-up resumes immediately, referencing the commitment. A second break raises tone and triggers your escalation rules — different contact, phone call, or your sign-off, as configured.

Can I see promise history before extending more credit?

Yes — every account's kept/broken record is on its timeline. Several customers use it as a lightweight credit check before renewals and upsells.

Does this improve cash forecasting?

Materially. Committed-cash-by-week is built from customers' own statements, which beats aging-bucket guesswork for the next 30 days.

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