For bookkeepers, accountants and agencies
Look after your clients' unpaid invoices from one login
Give each client their own AI employee that chases overdue invoices by text and email. You set it up, you choose who it answers to, and you choose who pays.
Free plan, no card needed. Set up in 2 minutes with Xero or QuickBooks.
Churnproof partners are bookkeepers, accountants, agencies and businesses with several entities who manage more than one account. Each account gets its own AI employee, mobile number, email and Xero or QuickBooks connection, and you switch between them from one login.
What you can do
- Turn on Manage multiple accounts in Settings to look after clients, other entities or locations from one login.
- Each client account gets its own AI employee, mobile number, email, Xero or QuickBooks connection and history.
- Add a client yourself, or share your own sign up link. Clients who sign up with it are linked to you.
- Open any client from the account switcher and see it just like the owner would.
- Choose who the employee takes instructions from: the owner, your team, or whoever replies first. Choose "works with us only" and the owner never gets texts, so you do the chasing for them.
- Choose who pays for each client: you (it goes on your own bill) or the client (they pick their own plan).
- Invite the owner to log in whenever you like, or hand the account over.
- Get a weekly round-up by SMS and email across every client: collected, overdue, promises to pay and messages waiting for approval, with the clients needing attention listed first.
Made for bookkeepers, accountants and agencies, and for clients like tradies who'd rather not chase their own invoices. Each plan is priced per account, see pricing.
Set up a client in five steps
1
Turn on Manage multiple accounts
One switch in Settings. Your own account becomes the one that looks after the others.
2
Add a client
Enter the business name and the owner's mobile, or send your sign up link and let them join with you.
3
Connect their Xero
Open the client from the switcher and connect their Xero file. Their AI employee picks up overdue invoices.
4
Pick who it answers to
The owner, your team, or whoever replies first. Or keep it with your team only.
5
Choose who pays
Put the plan on your bill, or let the client choose and pay for their own.
Each client gets its own employee, mobile number, email, Xero or QuickBooks connection and history. See how Partners works
Churnproof
Your weekly round-up
Questions people ask
- Can I manage my clients' accounts from one login?
- Yes. Turn on Manage multiple accounts, add your clients, and switch between them. Each client has its own AI employee, number, Xero or QuickBooks connection and history.
- Will my client get texts from the employee?
- Only if you want them to. You choose whether the employee takes instructions from the owner, your team, or whoever replies first. With "works with us only", the owner isn't texted at all.
- Who pays for a client's plan?
- You choose per client. Put it on your own bill, or let the client pick and pay for their own plan.
- Can my client sign up themselves?
- Yes. Share your sign up link. When they sign up with it, their account is linked to yours and they become its owner.
- Can I hand an account back to the client?
- Yes. Invite the owner to log in, or hand the account over completely. You can also stop managing it, and their data stays with them.
- How do I keep track of every client?
- You get a weekly round-up by SMS and email showing what was collected, what's overdue, promises to pay and anything waiting for approval, with the clients that need attention first.
Stop chasing. Start getting paid.
Connect Xero or QuickBooks, name your employee and let them get on with it. Start free on one invoice. Paid plans from $19 a month.
Get Started Now