Visory applies a commercial lens to how we manage client revenue, always ensuring we balance serving our clients with our business' best interests.
Rachelle Harper Co-founder and COO · BrandBossHQ Accounts receivable
Invoices done for you. Followed up in your name.
Your team runs your accounts receivable as part of your finance function. Invoices go out from your own system on schedule, payments are matched as they arrive, and the follow-ups that bring cash in are drafted and checked by Delphi AI in the background and sent in your name once you approve them.
- Invoices out on schedule, generated from your own system and sent to the rhythm you set.
- Follow-ups sent in your name, run by your team and sent once you approve.
- Who owes you, current all month, with who has paid and who has been nudged shown on the platform.
DSO · Harbour Studio 7 since October
24 average days to get paid
Goal: under 21
Follow-up to Northside GroupCollections run by 
Visory teamDrafted and checked by Delphi AI. Sent once you approve.
Visory teamDrafted and checked by Delphi AI. Sent once you approve. Trusted by growing businesses across the US and Australia.
Works inside your file 
What you get every month
The monthly scope, numbered and specific.
Six deliverables every month, specified like a product. If it is not on this list, we agree it before it is in scope.
Accounts receivable · monthly deliverables Included in your flat monthly fee
Invoices generated and sent on schedule
Generated from your own system and sent to the rhythm you set, so no invoice sits unsent because the month got busy.
Payments matched as they arrive
Cash application and reconciliation handled when payments land, so who has paid is current all month, not discovered at the close.
Follow-ups drafted in your name
Each nudge drafted and checked by Delphi AI in the background, run by your team, and sent in your name once you approve it.
A cadence worked to, not a mood
Overdue accounts are nudged, then escalated on a cadence agreed with you up front, and no account moves to the next step outside it.
DSO tracked against a goal
Harbour Studio’s March: days sales outstanding (DSO), the average days to get paid, down from 31 to 24, against an agreed goal of under 21.
Receivables aging, visible
Who owes you, how overdue, and who has been nudged, current whenever you look on the platform.
And what is not included: paying your bills, which is accounts payable, and keeping the books behind the invoices, which is bookkeeping. Each is a separate service on the same platform, added only when you want it.
Why change
You did the work. The cash is the point.
Most overdue invoices are not disputes; they are drift. Nobody owns the follow-up, so it happens when someone remembers, and the awkwardness of asking lands on you.
Doing it yourself
The owner chases the money.
- Invoices when you find the time: they sit unsent while the work gets done.
- Follow-up when you remember: usually when cash is already tight.
- The awkward email: you won the work, did the work, and now chase the payment too.
- Goodwill as policy: the customers who pay slowest learn that nothing happens.
Left to the side
Receivables as an afterthought.
- No cadence: a reminder here, an email there, nothing anyone commits to.
- No single view: who owes what lives across the ledger, an inbox, and a memory.
- Escalation never comes: ninety days overdue reads the same as ten.
- DSO creeps: slowly enough that nobody calls it what it is: a loan you did not agree to make.
Visory runs receivables as a rhythm, in your name.
The invoices Out on schedule
Generated from your own system and sent to the rhythm you set, so the clock starts on time.
The follow-up In your name, on a cadence you agree
Run by your team, sent once you approve, and visible on the platform.
The engine Delphi AI, with human oversight
Your team runs collections; Delphi AI drafts the nudges in the background, and nothing is sent until you approve.
The fee One flat monthly fee
No timesheets, no hourly billing, no surprises.
Doing the work and being paid for it are different jobs. Visory does both.
One system, five services
Your team runs the work. Delphi AI prepares and checks it in the background.
Every Visory service runs the same way: a dedicated team, Delphi AI under their oversight, and one platform where you can see all of it.
- A dedicated team. A Business Performance Partner, a Manager, a Bookkeeper, and a Payroll Specialist: named people who know your business.
- Delphi AI, with human oversight. Delphi AI prepares and checks the routine work in the background, and your team oversees every service.
- One platform. Questions, approvals, and the state of the month in one place, and anything that moves money is authorized by you.
The same system runs bookkeeping, payroll, payables, receivables, and Visory Insights. Only the work changes.
One bank line, start to finish
Coded and checkedAccount and category set Delphi AI
Overseen by your Bookkeeper
Anything that does not clear goes to them Bookkeeper
Bookkeeper
Anything unusual, flaggedOne question in the platform, for you to answer You
Reconciled into your file Done
Why the follow-up stays yours
Firm on the money. Gentle on the relationship.
The reason follow-ups drift is that they feel like a choice between the cash and the customer. Visory removes the choice: the cadence is kept every month, and the name on every message is yours.
Your customers hear from your business, in your name, on a cadence you agreed, and you approve every follow-up before it goes. What they experience is a company with its act together, which is exactly what you are.
In your name
Your name, your approval, your call.
Nothing reaches a customer that you have not approved, and nothing escalates outside the cadence you agreed.
- Drafted and checked by Delphi AI, run by your team, sent in your business’s name
- Sent once you approve, never behind your back
- Who has paid and who has been nudged, visible on the platform
A cadence, agreed before anyone is chased.
An overdue account gets a nudge first, then escalates on a cadence you agree up front, and no account moves to the next step outside it. You keep the customer relationship throughout.
See how Visory works in practiceThe monthly rhythm
Run every month to the same rhythm.
Receivables runs to a cadence your customers can feel without resenting: the invoice, the match, the nudge, and the read. Here is March for Harbour Studio.
March 1 to 31 Invoices out, payments matched Sent on your schedule; receipts matched as they arrive
On the cadence Follow-ups, in your name Sent on your approval Drafted and checked by Delphi AI, run by your team
Month-end The DSO read 31 down to 24 over six months, against a goal of under 21
Thursday, April 9 The session 
9:00 to 9:45am with your Business Performance Partner, where cash meets the numbers
9:00 to 9:45am with your Business Performance Partner, where cash meets the numbers The monthly read on what your cash is telling you is Visory Insights, part of the same rhythm.
See how Visory works in practiceIn their words
What changes when the follow-up is owned.
Rachelle Harper Co-founder and COO · BrandBossHQ One month, end to end · Harbour Studio
31 → 24 Days sales outstanding over six months, October to March, with a goal of under 21 agreed in session.
Every follow-up Sent in Harbour Studio’s name, run by the team, and approved before sending.
All month Who owes what, current whenever anyone looked, not rebuilt at the close.
Pricing
Know the cost before you start.
One flat monthly fee for the scope we agree. Nobody here bills by the hour.
A scope agreed up front
What Visory runs each month is written down before you commit, so the fee is attached to a defined scope, not an estimate of hours.
A fee that moves with scope, not hours
No timesheets. The fee reflects the services you take and the volume of work in your business, and it only changes when the scope does.
An estimate before you talk to anyone
Choose the services you need and see an estimated monthly fee on the pricing page, in your own time.
The finance function
Five services, one finance function.
Receivables runs on the same team, the same platform, and the same monthly rhythm as the rest of your finance function, added when you need it.
Bookkeeping
Every transaction coded and reconciled, month-end closed on schedule.
Explore bookkeepingPayroll
Pay runs prepared, checked, and paid on time, every cycle.
See how payroll runsAccounts payable
Bills captured, checked against what’s already paid, and paid when you say so.
See accounts payableVisory Insights
Once a month: what changed, what it means, and what to do next.
See how Insights worksCommon questions
Get straight answers on accounts receivable.
What CEOs, presidents, and founders ask before they hand over the follow-up.
Will following up damage our customer relationships?
The process is built to protect them. Every follow-up goes out in your name, is run by your team, and is sent only once you approve it, on a cadence you agree. You keep the customer relationship, and the awkward conversation about a late payment stops landing on you personally.
Who contacts our customers, and in whose name?
Everything goes out in your business’s name. Delphi AI drafts and checks the nudge in the background, your team runs the process, and it is sent once you approve it. Your customers deal with your business, as they do today.
What happens when an account keeps ignoring follow-ups?
It moves up the cadence you agreed with us up front. An overdue account gets a nudge first, then escalates through the steps you chose, and no account moves to the next step outside that cadence. What each step looks like is your call.
Can we see where every account stands?
Yes. The platform shows who has paid, who has been nudged, and what is coming, with the aging of every overdue invoice, so you see the full receivables picture at any time, not after an inbox search.
How quickly does DSO improve?
There is no honest universal number: it depends on your customers, your payment terms, and your starting point. What the service changes is the mechanism: invoices out on schedule, a follow-up cadence that is kept every month, and DSO (days sales outstanding, the average number of days it takes to get paid) tracked in your Visory Insights.
Does it work with our accounting software?
Yes. Visory works inside QuickBooks and Xero, with Stripe for payments and your bank feeds, and invoices go out from your own system. Your books stay in your own accounting file, which you own and can open at any time, and any change to your setup is agreed with you before we start.
How does pricing work?
One flat monthly fee for the scope we agree, with no timesheets and no hourly billing. The fee reflects the services you take and the volume of work, which for receivables is the invoices you send a month, so you know the cost before you start. Choose the services you need on the pricing page to see an estimated monthly fee.
More questions, longer answers. Every question has its own link. See all common questions
General information for businesses in the United States, not financial advice.
Getting started
Start with clarity, not a contract.
Three steps, each useful on its own. Each one is where you find out what the next is worth.
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Book a discovery call
An obligation-free conversation about your goals and what you want the numbers to tell you.
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Get your free financial health check
A senior member of the Visory team will analyze your financials and show you where your finance function can improve. It is free, and it is your own numbers.
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Receive a clear proposal
A clear commercial proposal for the scope we agree, on one flat monthly fee. No hourly billing. You decide whether to go ahead.
Flat monthly fee
Get started
Get paid without the chase.
Start with a discovery call. We will listen first, then show you what an owned follow-up rhythm would change for your cash.