How it works
From overdue to paid — automatically.
Recoupa runs quietly in the background of the software you already use, following up in your firm's name until every invoice is settled.
At a glance
Connect your software
Recoupa plugs into the practice management and billing software you already use.
AI flags overdue balances
Every past-due invoice is identified automatically — no spreadsheets.
Personalized follow-up
Texts and emails with pay links, sent in your firm's name, until the bill is paid.
Paid & synced
Money goes straight to your account and syncs back to your books.
Step by step
The detailed walkthrough.
- 01
Connect your software
We connect Recoupa to your practice management or billing system during setup. Invoices, balances and client contacts sync automatically.
- 02
AI flags overdue balances
Recoupa watches for invoices that pass their due date and queues them for your review. You approve which accounts enter follow-up.
- 03
Personalized texts & emails
Using your approved templates, Recoupa sends messages from your firm's name with a secure pay link — respecting consent, contact windows and frequency limits — until the bill is paid.
- 04
Paid & synced
The client pays your firm directly. The payment syncs back to your books and follow-up stops automatically.
What clients see
Messages from your firm. Never from Recoupa.
From: Smith & Lee LLP <billing@smithlee.com>
Subject: Invoice #2041 — balance due
Hi Dana,
Our records show a balance of $3,450 on invoice #2041. You can pay online in under a minute using the secure link below.
Pay invoiceThank you,
Smith & Lee LLP
Your dashboard
See every dollar you've recovered.
Illustrative example — not real client data.
Recovered this month
$10,250
Invoices in follow-up
14
Paid this month
9
| Client | Balance | Status |
|---|---|---|
| Dana Whitfield | $3,450 | Paid |
| Marcus Reyes | $1,200 | Reminder 2 sent |
| Priya Natarajan | $6,800 | Paid |
| Ellison Holdings | $2,150 | Pay link opened |
Let's get you paid
Your next chapter:
less chasing, more paid.
Book an appointment with Jeff and see Recoupa on your own overdue balances.