Payment tracking
You know what you're owed and what you owe. Always.
Naia connects to your bank, reviews transactions daily and matches them against your invoices. When it matches, she marks it. When it doesn't, she asks.
How it works
- 1
Secure bank connection
Connect your bank account once through open banking (PSD2). Naia has read-only access — she can never make transfers.
- 2
Daily automatic review
Every day, Naia reviews new transactions in your account and compares them against pending invoices for collection or payment.
- 3
Smart reconciliation
When a transaction matches an invoice, Naia marks it automatically. If there's ambiguity, she checks with you before acting.
- 4
Due date alerts
If an invoice has been overdue for days without payment, Naia alerts you. You decide if you want her to prepare a reminder for the client.
Benefits
- Real-time visibility of collections and payments
- Daily automatic bank reconciliation
- Overdue invoice alerts
- Secure read-only bank connection
- No manual transaction entry
- Complete reconciliation history