Pal
QuickBooks
On QuickBooks, Pal does the same job: it chases what is owed, collects the records, and keeps your finance admin moving so month-end is calmer.
The jobs it picks up.
✓Invoice and payment chase
✓Receipt and document collection
✓Month-end prep and packs
✓Surface anomalies for review
QuickBooks and Pal, answered.
How does it know who to chase?+
It works from your QuickBooks data and the rules you set, so it chases the right people at the right time, and stops when they pay.
Can it act without us checking?+
Routine reminders, yes, within your boundaries. Anything irreversible is prepared and waits for approval.
What if our process is unusual?+
We tune it to how you actually work. That tuning is part of the managed service.
