Help your clients get paid.
Harvest automates your clients' entire collections process — AI-drafted follow-ups, smart escalation, and real-time visibility. You stay focused on the work that grows your practice.
Earn referral fees or offer exclusive discounts to your clients. Ask us about the partner program →
3×
Faster collections for your clients
45 min
Saved per day per client in manual AR tasks
30–50%
Average drop in days sales outstanding
The problem
Your clients' AR is eating time nobody has.
Chasing unpaid invoices, drafting follow-up emails, deciding when to escalate — it's repetitive, uncomfortable, and it pulls your team away from advisory work that actually builds the relationship.
Harvest connects to your clients' existing software and handles the entire collections process automatically. AI drafts every communication, adapts to customer responses, and knows when to escalate — with or without human involvement depending on how much control your client wants.
Your clients get paid faster. Your team gets their time back.
What your clients get
- AI-drafted follow-up emails and SMS — tone matched to each stage
- Configurable sequence — follow-ups, escalations, and aggressive escalation
- Auto-classifies customer responses — promises, disputes, delays, bounces
- Real-time dashboard — every invoice, every stage, every next action
- Dispute flagging and internal escalation to the right person
- Outreach from their own domain and email address
How it works
Up and running in one session.
No IT required. No migration. No disruption to how your clients already work.
Connect their software
Connect to QBO or Xero and overdue invoices load automatically. No integration? Upload invoices seamlessly via CSV — your clients are up and running in minutes, no IT required.
Harvest runs the collections
AI drafts and sends every follow-up on the configured cadence. Responses are read, classified, and replied to automatically. Disputes and edge cases are flagged for a human.
Your clients get paid faster
The dashboard shows emails sent, time saved, and next actions across every account. Your clients see results within the first billing cycle — often the first week.
Built for practices
Everything your clients need. Nothing they have to manage.
Harvest is designed to run in the background — your clients check in when they want to, not because they have to.
Co-pilot mode
Client approves the first email and any customer replies. Harvest runs the cadence automatically in between. Full control, minimal effort.
Auto-pilot mode
Harvest sends, responds, and escalates without any user action. Clients are only looped in when a human decision is genuinely needed.
Live collections tracker
Every debtor, every stage, every next scheduled action in one view. Your clients see exactly where each invoice stands at any moment.
QBO, Xero & more
Native sync with the platforms your clients already use. Payments confirmed in their accounting software automatically close the sequence.
Email + SMS outreach
Multi-channel follow-up from the client's own domain. SMS used where a mobile number is on file, with channel controls per stage.
AI response classification
Every customer reply is classified — promise to pay, dispute, delay, out of office. The sequence adapts. Edge cases are flagged before anyone sends the wrong thing.
Two ways to work with Harvest
Manage it for them. Or hand them the keys.
Whether you want to run collections on behalf of your clients or recommend a tool they'll love, Harvest has a path for your practice.
You run it. They benefit.
Manage collections for multiple clients from a single Harvest dashboard. See every client's overdue invoices, active sequences, and collection status in one place — no switching accounts, no duplicate work.
- Multi-client dashboard with unified view
- Run co-pilot or auto-pilot per client
- Billed per client — scales with your book
- Outreach from your client's own domain
You refer it. They run it.
Recommend Harvest to your clients and they manage their own collections. Earn a referral fee on every active subscription — or pass a discount through as a value-add to the relationship.
- Referral fee on every client you bring on
- Or pass an exclusive discount to your clients
- Priority onboarding for referred clients
- Co-branded materials for your practice
Grow your practice with the Harvest Partner Program.
Accounting and bookkeeping firms that recommend Harvest to their clients can earn referral fees on every subscription — or pass discounts directly through to the businesses they serve. Your choice.
Ready to add AR automation to your practice?
Join accounting and bookkeeping firms already using Harvest to deliver faster collections as a value-added service — without adding headcount.
Earn referral fees
Paid on every active client you refer
Pass discounts to clients
Offer Harvest as a value-add to your practice
Get in touch
Give your clients the gift of
getting paid faster.
Tell us a bit about your practice and what you're looking for. We'll get back to you within one business day.