About Steinfin

Accounts receivable, managed properly.

Steinfin is a managed accounts receivable and credit control service for growing B2B businesses. We run the work between sending an invoice and getting paid, combining professional customer communication with a structured process and modern systems.

  • A managed service, not software to run
  • GDPR-aligned data handling
  • UK, Ireland, US and Canada
ClientInvoiceCustomerFollow-upPaymentVisibilityDecision
One managed process
Why Steinfin exists

Accounts receivable is often everybody's side job, and nobody's clear responsibility.

Invoices go out. Follow-up happens when someone has time. A promise to pay sits in one person's inbox, a query in another's. The owner chases the big ones, sales chase their own customers, finance catches up at month-end. It works, until cash gets tight and nobody can say what is actually happening.

Steinfin exists to give that work a clear process and a clear owner, and to make it visible to the business it belongs to.

OwnerCalls the big ones FinanceCatches up at month-end SalesChases their own customers EmailPromises and queries SpreadsheetLast updated when? Accounting systemBalances, no context
One managed process Clear ownership, with visibility back to you
What we believe

What good accounts receivable should look like.

Consistent

Every account has a clear next action, whether or not anyone is busy that week.

Visible

You know what is happening without having to ask for an update.

Professional

Customer communication protects the relationship as well as the invoice.

Controlled

Routine work can be handed over without giving away commercial authority.

Practical

Technology should reduce admin, not add another system for you to manage.

Human

Important conversations and unusual situations get real judgement.

How we run

Six rules the whole service is built on.

These are not slogans. They describe how every account is actually handled, and they are what you can hold us to.

See them in practice on how Steinfin works.

  1. 01Every active account has a status.
  2. 02Every promise has a date.
  3. 03Every query has an owner.
  4. 04Every action has a history.
  5. 05Every exception has a decision path.
  6. 06Every client can see what is happening.
People and systems

Systems never forget. People know what to say.

We built Steinfin around that split on purpose. Getting paid depends on both: nothing slipping through the cracks, and the right conversation at the right moment.

Systems handle
  • Organisation
  • History
  • Prioritisation
  • Reminders
  • Workflow
  • Reporting
  • Visibility
Managed AR
People handle
  • Conversations
  • Context
  • Judgement
  • Relationships
  • Sensitive situations
  • Exceptions
  • Escalation
Service, not software

Our systems organise the work and give you visibility. But you are not being sold another tool to set up and operate. The service is run for you, by people, and the systems are how we keep it consistent.

Our approach to automation and AI

Automation helps us organise accounts, spot what needs attention, keep priorities in order and prepare routine work. It does not make commercial decisions, and important customer communication stays under proper human control.

How we work

How we work with you, and with your customers.

You set the rules. We do the routine work. Your customers hear from a well-run accounts team. Anything unusual comes back to you.

  1. YouSet the tone and the rules
  2. SteinfinHandles routine communication
  3. Your customerResponds
  4. SteinfinRecords, follows up, routes issues
  5. YouHandle exceptions when needed
With you
  • We learn your existing process first
  • We agree communication rules before contacting anyone
  • We learn which accounts are sensitive
  • We fit around the way you already invoice
  • We flag exceptions clearly, with context
  • We keep you informed without needing to be managed
With your customers
  • Professional, in your name and your agreed tone
  • Consistent follow-up, never erratic
  • The relationship matters as much as the invoice
  • Sensitive situations handled with care
  • Commercial decisions left to you
Transparency

You should never have to ask what is going on.

For us, transparency is practical. In your regular reporting you should be able to see:

  • What is outstanding
  • What is overdue
  • What we did
  • What the customer said
  • What was promised
  • What is blocked
  • What needs your input
  • What happens next
Control

Outsourcing the work is not outsourcing every decision.

Steinfin handles

The routine, day-to-day accounts receivable work.

You control
Commercial exceptionsSensitive relationshipsLegal decisionsAdjustmentsWrite-offsSpecial arrangements
Security and responsibility

You are trusting us with your customers and your numbers.

We treat that as part of how the service is designed, not an afterthought, and we are always happy to answer specific security questions directly.

Read how we handle your data
The model

How Steinfin is built, and where it fits.

ServiceProfessional AR work, done by people
SystemsStructured workflow and visibility
Your controlCommercial authority stays with you
Steinfin
Your teamBusiness decisions and context
SteinfinAccounts receivable follow-up and workflow
Accounting softwareInvoices and financial recordsXero, QuickBooks, Sage
Your customerReceives professional follow-up
PaymentReturns into your normal financial process
What is different

Concretely, what makes Steinfin different.

A service, not only software.The work is done for you, supported by our own systems.
A structured workflow.Every account has a status, a history and a next action.
Customer communication done properly.In your name, in your tone, handled by people.
You keep commercial control.Decisions come to you with the context attached.
Clear visibility.You can see what is happening without asking.
Judgement, supported by technology.Systems keep order; people handle the conversations.
More than reminders.Promises, queries, payment matching and cleanup as well as follow-up.
A flexible model.Full or partial support, shaped around your ledger.
Fit

Who we work with, and where.

Who we are for

Growing B2B businesses that

  • sell on invoice or credit terms
  • have a meaningful amount outstanding
  • need more consistent follow-up
  • want a clearer view of what is owed
  • need more accounts receivable capacity
  • would rather their team did not spend days chasing

Start with accounts receivable management or credit control.

Industries we understand

Different sectors, different reasons invoices stall

Our process adapts to how each sector actually bills and gets paid. See all industries.

Where we operate

Selected English-speaking markets

We work in each market's currency, terminology and business conventions.

Steinfin is a focused team built around one job: running accounts receivable properly. We earn trust the practical way, through consistent work, a clear process and complete visibility.

Getting to know us

The easiest way to see how Steinfin could fit is to start with your receivables.

A free AR health check looks at your overdue invoices and where cash is being held up, and gives you an honest read, whether or not you work with us.

Questions

About Steinfin, answered.

Something else? Get in touch, or see pricing.

What is Steinfin?

Steinfin is a managed accounts receivable and credit control service for B2B businesses. We run the work between sending an invoice and getting paid: follow-up, promises, queries and visibility, in your name and to rules you agree.

What services does Steinfin provide?

Accounts receivable management and outsourcing, credit control, invoice chasing, cash collection, invoice dispute management, cash application and AR cleanup. Most clients use a combination, agreed around what their ledger needs.

Is Steinfin software or a managed service?

A managed service. We use our own systems to organise the work and give you visibility, but you are not buying a tool to run yourself. Our people do the work.

Who does Steinfin work with?

Growing B2B businesses that sell on invoice or credit terms, have a meaningful amount outstanding and want more consistent follow-up and a clearer view, without building a bigger internal team.

Will Steinfin contact our customers directly?

Yes, as your accounts team, in your name and in a tone you approve before anything goes out. Sensitive accounts can be held back or handled exactly as you choose.

Do we keep control over commercial decisions?

Yes. Payment plans, credits, adjustments, write-offs, sensitive relationships and any legal step always stay with you. We bring those decisions to you with the context attached.

What accounting systems can Steinfin work with?

We work with common systems including Xero, QuickBooks and Sage, connecting with access you grant and can revoke at any time. Nothing about how you invoice needs to change.

How is our information handled?

Steinfin handles personal data in line with the GDPR. Access is limited to the people working on your account and scoped to receivables work. Our security page explains more.

Where does Steinfin operate?

We support B2B businesses in the United Kingdom, Ireland, the United States and Canada, working in each market's currency, terminology and business conventions.

How do we get started?

Start with a free AR health check. We look at your overdue invoices and where cash is being held up, and you get an honest read on whether and how Steinfin could help.

Consistent, visible, properly managed.

That is what accounts receivable should be. Start with a free AR health check and see where yours stands.

Get a free AR health check