How It Works

From overdue invoice to payment, step by step

Import via CSV or connect through our API. Duesmith replaces the spreadsheet, the sticky note, and the forgotten follow-up.

01

Import Your Invoices via CSV or API

Upload a CSV of your outstanding invoices or push them through our REST API. Duesmith maps your data automatically — customer name, invoice number, amount, due date. No accounting software lock-in.

  • CSV upload with smart column mapping
  • REST API for automated invoice syncing
  • Supports GBP amounts and UK date formats
  • Duplicate detection built in
02

AI Agent Learns & Drafts

The Duesmith AI agent learns your collections strategy — your preferred tones, timing, and business rules. It monitors overdue invoices and automatically drafts reminders on schedule, escalating through friendly to formal as needed.

  • Learns from your collections outcomes over time
  • Auto-drafts reminders based on your strategy
  • Escalates tone gradually or directly — your choice
  • Pauses automatically for disputes and promises to pay
03

Review & Send

You are always in control. Every agent-drafted reminder goes through human review before it is sent. Edit the wording, adjust the tone, or rewrite entirely. Nothing leaves without your approval — unless you enable auto-send.

  • Full edit control before sending
  • Preview exactly what your customer sees
  • One-click approve or regenerate
  • Optional auto-send after approval window
04

Track & Learn

Every action is logged in a complete audit trail. The agent tracks which tones and timings led to payment, building a data-driven strategy that improves over time.

  • Complete audit trail per invoice
  • Agent learns from payment outcomes
  • Escalation tracking and notes
  • Strategy insights dashboard

Ready to bring structure to your collections?

Start free. Import via CSV or connect your API. Let AI draft your first reminders in minutes.