Peaks & Partners is a four-person financial advisory firm. Smart people, good clients, terrible invoice follow-up. Not because they didn't care. Because they were too busy doing the actual work.
The Challenge
Most of their invoices were large, infrequent, and sent to corporate clients with slow internal processes. Following up felt uncomfortable given the relationship stakes. So they didn't. Or they did it once and let it drop. By the time they did a full audit of their receivables, they found €18.000 sitting in invoices that were between 60 and 120 days overdue. Nobody had chased any of them in weeks.
The Approach
They set up Receivio with a sequence built specifically for corporate clients. Polite, professional, never pushy. Reminders went out under the partner's name. The tone stayed consistent regardless of who was actually in the office that week. Disputed invoices triggered a notification so the right person could step in immediately.
The Results
Within six weeks, €14.000 of the outstanding amount had been recovered. The remaining €4.000 was actively being disputed, but for the first time they had a full paper trail to back up their position. Follow-up stopped being something they avoided and started being something that just happened.
