Know what clients paid. Know what needs chasing. | Agencies — $149/month
Know what clients paid. Know what needs chasing. See the money around each project. Follow up without rebuilding the account history. Business is an optional $149/month banking upgrade.
Optional upgrade for the work around your money. Opens your agent. Creates a Receiz ID if needed. Review before paying. Renews monthly until cancelled.
Illustrative workflow · Your context. Your review. Your final say.
Start with a real money question.
Bring your client payments, project scopes and freelancer costs into the conversation. Work through the money question with the source and business context together, then prepare the next step you can review and use.
One useful place to begin
“Which client payments need attention, and what should I follow up first?”
Bring the context. Work through the answer. Keep the final say.
See the actual experience
Know what clients paid. Know what needs chasing.
North’s launch balance is paid, with the handoff attached. Follow the original work, your instruction and the finished result in the same conversation.
See Business in action Actual interface · Example data. Scripted demonstration. No messages or payments are sent.
Actual interface · Example data
23:09:08D3/M5/Y2☤ 14,738,933
Balance$28,600.00
→ $0.00 (0.00%)Available history
All1D1W1M3M1Y
Oct 18, 2026Oct 20, 2026
SendReceive
Investments$1,000.00Invested $910.00↗ +9.89%+$90.00 · Total returnRefresh balance
Your assets
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Investments
An original recording2 shares$500.00+11.11%A field guide4 shares$180.00+12.5%Wheat harvest · 1,000 kg1 share$320.00+6.66%
North’s launch balance is paid, with the handoff attached.
Which client needs a follow-up before I pay the freelancers?
Your agent
I’m checking the payments, the agreed work and the commitments you already told me about.
Your agent
North’s invoice has $4,800 outstanding. The $1,200 payment you received was a partial payment on that same project. Your freelancer commitments total $3,100 this week. Chase the remaining $4,800, not the original $6,000.
The context behind the answer
Account before
$28,600
Project total
$6,000
Partial payment credited
$1,200
Still due
$4,800
Draft it using what they said about the launch.
Your agent
I can acknowledge the launch handoff they confirmed Tuesday, credit the $1,200 already received and ask about the remaining $4,800. The reminder starts from the agreement and payment history, rather than treating them as a new contact.
Review the planThe amounts and original context, together.
Send North the $4,800 follow-up using the agreement and payments we already have. Keep the request and its result with that work.
Your agent
Your approved follow-up is sent with the agreed work and credited payments. The reply stays with that same relationship.
North
Paid. Thank you for keeping the details together.
Your agent
North’s launch balance is paid, with the handoff attached. North: $4,800 received. The account now has $33,400. Each payment keeps its own recipient, purpose and record.
YouWhich client needs a follow-up before I pay the freelancers?
Your agentNorth’s invoice has $4,800 outstanding. The $1,200 payment you received was a partial payment on that same project. Your freelancer commitments total $3,100 this week. Chase the remaining $4,800, not the original $6,000.
YouDraft it using what they said about the launch.
Your agentI can acknowledge the launch handoff they confirmed Tuesday, credit the $1,200 already received and ask about the remaining $4,800. The reminder starts from the agreement and payment history, rather than treating them as a new contact.
What gets easier around your money.
01
See the money around each project.
Bring the scope, payment records and costs together so you can work through what came in and what still needs an explanation.
02
Follow up without rebuilding the account history.
Draft the reminder or client update from the work, agreed context and payment evidence you provide.
03
Keep the record behind the answer.
Retain the selected payment, its source and the client payments, project scopes and freelancer costs you provide. Return to the financial question with useful context instead of repeating the whole story.
Your first useful session.
Bring the client payments, project scopes and freelancer costs relevant to one current question.
Which client payments need attention, and what should I follow up first?
Review the answer and prepare the request, follow-up or supported money action you want to take.
Work from the information and permissions you provide. Review generated material and consequential proposals before using their supported actions.
Less chasing. Less money admin.
Know what clients paid. Know what needs chasing. See the money around each project. Follow up without rebuilding the account history. Business is an optional $149/month banking upgrade.
Know where your money stands
Bring the payment records, costs and commitments you choose. Ask what came in, what went out and what needs attention, with the source behind each answer.
Make getting paid less work
Prepare a clear payment request and a follow-up in the context of the client and the work. Give people a direct way to pay, then keep the actual payment and its history together.
Stop piecing the same payment together
Keep the client, purpose and available payment history in the conversation. Return to an outstanding question with its background already there.
Get financial admin off your evening
Turn the records you provide into a working summary, client update, payment reminder or handover you can review. Spend less time rebuilding the same explanation.
Work out the next move before money moves
Compare a purchase, upcoming expense or payment to people or employees against the records you share. Prepare the details and review the recipient, amount and supported action before approving it.
Keep the business moving while you work
Set up answers to client payment questions, route enquiries to your team and connect the next booking or payment on your own domain. Your agent carries the supported context across apps that follow the standard with the same account.
Start with the money question in front of you. Set up your agent, client answers, domain and team routes by talking here. Core banking stays available without Business.
Know what a payment means for the work in front of you. Use the available payment records, earlier conversations and connected history to work through the next decision with the background already there.
When it is time to get paid, give people a clear request and keep the payment record connected to its source.
Your banking experience stays available without Business. Hold your originals, keep their ownership and history, and use their supported value without this subscription. Business adds help with cash-flow questions, payment preparation, client follow-ups and the financial admin around your business.
Your agent. Your context. Across apps. Continue with the same agent, Receiz identity and supported history through applications following the standard and authorized tools, without rebuilding the setup. Reason from the records you choose, prepare outreach, connect the person and conversation to the next confirmed appointment, or prepare payments to people or employees. Each integration keeps its own permissions; sending outreach, confirming a booking and moving money require their supported operation and your approval.
People who run a business and carry its money admin themselves: owners, independent professionals, studios and teams. Start with a real payment question, outstanding client payment or upcoming expense. The fit directory shows the money work in thirty different kinds of business.
What does $149/month get me?
Extra intelligence and business tools around your money: understand the records you choose, keep payment questions in context, prepare requests and follow-ups, work through cash-flow decisions and reduce repeat financial admin. Configure client-facing answers, booking and payment routes, your domain and staff routing. Document and creation tools help produce the work behind an offer or payment. Core banking stays available without this optional upgrade. Usage is metered; plan details explain the included allowance.
Can it see every bank account or move money by itself?
It works from available history, selected records and the permissions you provide. It does not automatically connect every outside bank or know an expense you have not shared. Your agent can reason, draft and prepare supported actions. Sending a message, confirming a booking or moving money uses the relevant authorized operation and its approval.
What if I already have Business?
Open with the same Receiz ID. Your confirmed access takes you to your agent without creating a second subscription. Bring the money question or business task you want to finish.
How does billing work?
Business is $149/month, renewing monthly until cancelled. You can instead select $1,499/year in the upgrade review, renewing yearly until cancelled. Both include 7,500 monthly AI usage credits; use is metered. Review exact terms before paying and use Manage existing plan to manage or cancel.
Do I need Business to use my account or money?
No. Your account, proof objects, ownership, history, messages and supported value remain available without Business. This optional addition helps you understand and handle the extra money work, automation and client administration around your business.
An original recording2 shares$500.00+11.11%
A field guide4 shares$180.00+12.5%
Wheat harvest · 1,000 kg1 share$320.00+6.66%