Casey

About Casey

Deep Dive with Clara AI

Casey is an AI accounts-receivable assistant for small service businesses. Owners and teams can text it like an employee to create and send branded invoices with card or ACH pay links. Casey sends pre-due reminders and follows up by text, email and WhatsApp, with support for partial payments and payment plans. Businesses already invoicing elsewhere can connect QuickBooks and other supported tools instead of switching systems. After 60 days past due, an invoice can be handed to Casey's collections team. Casey also offers Books, an optional bookkeeping add-on. Casey does the accounts-receivable work while business owners retain oversight and can check activity in the app.

Pricing

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Platforms Supported

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Organization Types Supported

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API Support

Modes of Support

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Casey Features

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Billing and Invoicing Features

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Payment Processing Features

ACH Payment Processing

Offers support for ACH, virtual cards, checks, and wire transfers.

APIs and SDKs

Developer tools for app integration

Reconciliation Summary

A statement prepared to report total outstanding payments and receipts.

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

PoS Transactions

Enables merchants to accept payment on Point of Sale

Recurring Billing

Enables merchants to charge from customers on a recurring (periodic) basis

White Labeling

To rebrand using customized name, logo and digital impressions

Fraud Prevention

Protects your referral program against abuse/fraudulent transactions

Split Billing

Helps in dividing the service bill into two or multiple parts

PCI Compliance

Ensures highly secured fund transactions for customer purchases

Refund Management

Initiates and manages refund for cancelled purchase

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Multi-Currency

Enables payment and collection in multiple currencies.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Invoice Management Features

Integration with Accounting Systems

Tax & Compliance Management

Payment Tracking & Reconciliation

Automated Invoice Capture (OCR)

Invoice Creation & Processing

Approval Workflow Automation

Reporting & Analytics

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Casey Pricing

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