Frequently asked questions
Does InflowWatch send emails to my customers automatically?
No. InflowWatch drafts reminders for you to review. Nothing is sent to a customer without your explicit, per-message approval. You can send approved drafts from your verified domain, or you can copy any draft into your own email.
How does InflowWatch connect to QuickBooks?
Through Intuit's official OAuth 2.0 flow. InflowWatch reads your open invoices, customers, and payment history. Access and refresh tokens are encrypted at rest and rotated automatically. You can disconnect at any time.
How is the priority score calculated?
It's a weighted blend of three factors: the invoice balance (size, log-scaled so a few large invoices don't dominate), how far overdue it is (weighted by aging bucket — 1–30, 31–60, 61–90, 90+ days), and the customer's historical payment behavior. The result is a 0–100 score that ranks your worklist.
What are customer risk tiers?
InflowWatch looks at each customer's days-to-pay history and classifies them as reliable, slow, or chronic. This helps you decide who needs a gentle nudge and who needs a phone call.
Will the dunning emails ever be threatening or invent fees?
Never. Every draft passes guardrails that block threatening or legally-overreaching language and reject any fabricated payment terms, late fees, or interest. Drafts always include the invoice number, amount, and due date.
What does DSO mean and how do you calculate it?
Days Sales Outstanding is the average number of days it takes to collect after a sale. InflowWatch approximates it from your current receivables and the invoices billed over the trailing period, and tracks the trend over time.
Is there a free plan?
There's no perpetual free plan. You get a 14-day free trial on any plan — no credit card required — plus a public live demo you can explore right now. After that, choose Starter ($49/mo) for any one TechForCFO tool, Suite ($199/mo) for all 11 tools, or Bookkeeping (from $549/mo) for the Suite plus a dedicated bookkeeper.
How many companies can I connect?
1 company on Starter, and up to 3 entities on Suite (and on Bookkeeping). During your trial you get full Suite access.
Do I need a credit card to start?
No. The 14-day free trial requires no card. Pick a paid plan whenever you're ready.