PaidFlow AI

How PaidFlow AI Works

Start a collection case in minutes and let AI manage payment reminders after the first email.

1

Add client and project details

Enter the client name, email address, project name, amount, currency, and due date.

2

Choose the collection stage

Set whether this is a first reminder, overdue follow-up, final reminder, or another collection stage.

3

Choose reminder frequency

Decide how often PaidFlow AI should continue follow-ups after the first reviewed email.

4

Generate the first AI reminder

Let AI draft a professional reminder based on your collection case details.

5

Review and send the first reminder

You stay in control by reviewing the first message before it is sent.

6

Track delivered and opened emails

Use delivery and open tracking as reference signals for communication activity.

7

Let automation continue follow-ups

PaidFlow AI can continue scheduled reminders until you stop the workflow or confirm payment.

8

Confirm payment when it arrives

PaidFlow AI never assumes payment has arrived. The user always confirms payment manually.

Onboarding screenshots

Follow the full payment collection workflow visually.

PaidFlow AI home dashboard screenshot
home dashboard screenshot
PaidFlow AI create collection case screenshot
create collection case screenshot
PaidFlow AI generate reminder screenshot
generate reminder screenshot
PaidFlow AI open tracking screenshot
open tracking screenshot
PaidFlow AI collection timeline screenshot
collection timeline screenshot
PaidFlow AI confirm payment screenshot
confirm payment screenshot

Human confirmation stays required.

PaidFlow AI never treats email opens, delivery events, AI output, or reminder history as proof of payment. The user always confirms payment manually after checking their own records.