Keep invoicing where you do today. Casey connects to your accounting, payments, email and messaging apps, imports what's owed and follows up until it's paid.
Connect QuickBooks and Casey imports your customers and open invoices, then keeps them in sync every few hours. When an invoice is paid in QuickBooks, Casey stops following up on it. Past-due invoices wait until you say go.
For law firms: Casey imports unpaid Clio bills and the clients on them, follows up for you, and marks bills paid in Casey when they're paid in Clio.
Import contacts and open invoices from Xero.
Import clients and open invoices from FreshBooks.
Your clients pay by card, ACH bank transfer, Apple Pay or Google Pay from a branded pay page. Money goes straight to your own Stripe account; Casey never holds it.
With Books, connect your bank accounts and cards. Casey categorizes every transaction and matches deposits to your invoices.
Send invoices and reminders from your own Gmail address, so clients see a familiar sender and replies come straight to you.
Send from your Outlook address.
Message Casey in Slack: ask who owes you, approve a payment plan or send an invoice. Alerts land in a direct message.
Text Casey on WhatsApp like you'd text an employee, with Yes and No buttons for approvals.
Text Casey from your iPhone.
Chat with Casey's Telegram bot.
Each business gets its own local number. Casey texts your clients from it, and your name shows when Casey calls.