01
Every reminder
Approve send or Deny.
What you need
01
Your invoices
In QuickBooks or Xero, which Kaer works through its own browser, or an export you attach as a spreadsheet.
02
A mailbox Kaer can send from
A Kaer Mail address, a mailbox you connect over IMAP, or Gmail with sending turned on.
03
Your rules
How firm to be, and which customers you would rather call yourself.
How to do it
- Give Kaer the list
In a Work chat, ask: “find every invoice more than 30 days overdue”. If your invoices live in QuickBooks or Xero, Kaer opens the site in its own browser and you sign in when it asks. Or attach the export: .xlsx, .csv and .tsv files work.
- Say how firm to be
Tell it your rules: a friendly nudge at 30 days, firmer at 60, and anyone it should leave to you. It drafts from what you tell it and from the business context you've given Kaer.
- Read each draft
Each reminder appears in the chat as a card, “Kaer wants to send mail”, with the recipient, subject and message. Ask for changes in the chat.
- Approve, then send
Click Approve send on the ones you're happy with, or Deny. Approving records your OK; then tell Kaer to send them. If you connected Gmail, turn on Enable Gmail sending under the connector's optional write permissions first.
- Make it a weekly job
Once a run works, turn it into a workflow so the chase happens every week, with the approval step kept in.
The parts that stay yours
02
Your accounting site's sign-in
You type it.
03
Payments
Never made without your Approve.
Questions
Will Kaer send reminders on its own?
Not unless you set it up to. In a chat every message waits for Approve send. In a workflow you decide which steps run unattended and which wait for a person.
Does it work with my accounting software?
QuickBooks and Xero: Kaer works them through its own browser, with you signing in. Stripe is planned. Any system you can export from works too: attach the spreadsheet.
More guides
01
How to get work done on a website with no API
02Supplier portals, booking systems, back-office tools: how Kaer works a website in its own browser, where you sign in, and where it stops for your approval.
How to answer enquiries from your inbox with Kaer Mail
03Set up Kaer Mail, let it sort the morning's enquiries, approve drafted replies before they send, then choose how much runs automatically.
How to turn a spreadsheet you've outgrown into an internal tool
04Attach the spreadsheet, describe the tool, check the live preview and publish it on its own address. A step-by-step guide to building tools with Kaer.
How to put a weekly report on a schedule
05Describe the report once, run it by hand, add an approval step and put it on a schedule. A step-by-step guide to recurring work with Kaer Workflows.
Kaer Mail
06Pricing