Steinfin fits around the way you already invoice, then manages the day-to-day work that keeps your receivables moving. Here is exactly what happens, from sharing your ledger to the cash landing in your account.
You give us authorised access to your accounting system, or send regular exports, so we can see your open invoices and customer details. You keep raising invoices the way you always have. Nothing to rebuild, no new software for your team to run.
Before any follow-up starts, we agree how to treat your customers. Steinfin never blindly chases everyone. It works to the rules you set.
Your receivables are sorted into clear states, so nothing sits unnoticed. At any moment, each account has a status, a history and a next step. Example accounts below are illustrative.
Good credit control is not a reminder machine. We contact the customer, and every reply leads to a clear next step. This is where human judgement matters.
Most late payments come down to a promise that slipped or a question nobody answered. Both become part of the workflow instead of disappearing.
Credit control is not a one-off push. Steinfin works your ledger continuously: reviewing what needs attention, contacting customers, logging replies, watching promises and flagging anything that needs you.
Steinfin is a managed service. The technology keeps everything organised so nothing slips, but the conversations that actually get you paid are handled by people.
This is how Steinfin works whichever service you choose. The difference is how much of the receivables picture we manage.
Before anything begins, we review your ledger to see what is overdue, where follow-up is slipping, and how much support makes sense. That is how we tailor the process to you. No cost, no obligation.
We work alongside the accounting system you already use, such as Xero, QuickBooks or Sage, through authorised access you grant from your own account, or regular exports, and work from the invoice and customer information. You carry on raising invoices exactly as you do now.
No. Steinfin fits around your existing setup. Nothing about how you invoice has to change.
By email and phone, in your name, using the wording and tone you approve during onboarding. To your customers it reads as your own finance team getting in touch.
Yes to both. You sign off the tone and templates, and you can hold back or handle sensitive accounts differently. We only work the accounts and in the way you agree.
You do. Escalation rules are agreed at the start, and anything sensitive or unusual is flagged for your decision rather than actioned on its own. Legal steps are never automatic.
Yes, any time. Every contact is recorded, so you and Steinfin stay in step and nobody gets chased twice.
When a customer gives a date, we record it against the account with a next action, and follow up the moment it is missed. Promises do not get lost in an inbox.
You get a clear view of every account: what is outstanding and overdue, the last contact, any promise or query, the next action and whether it has been paid. It all comes to you in regular reporting.
Once we have reviewed your ledger, agreed your rules and set up access to your accounting information, we begin working the accounts. We agree the start date with you.
People handle the conversations and the judgement. Our systems handle the organising, reminders, tracking and reporting behind the scenes, so nothing is forgotten. You are buying a managed service, not a piece of software that emails your customers on its own.
Start with a free AR health check. We will show you where your cash is getting held up and exactly how Steinfin would keep it moving.
Get a free AR health check