Claro Flow Workflows
Most businesses don't struggle to create invoices. They struggle to consistently follow up after those invoices are sent.
As outstanding invoices increase, reminders become scattered across inboxes, calendar events, spreadsheets, sticky notes, and memory. Claro Flow reduces that operational burden by making invoice follow-ups consistent, visible, and automated.
Invoice Sync
Automatically import outstanding records
Structured Scheduler
Map 7, 14, and 21 day reminders
AI Generation
Polite, customized drafts in real-time
Automated Delivery
Email & WhatsApp notifications sent out
All Systems Operational
Syncs active in background
QuickBooks Sync
OAuth Integration
Connect your QuickBooks records safely. Your original accounting data is never modified.
Invoice Sync
Everything begins with your accounting software. Rather than creating another system that requires duplicate data entry, Claro Flow connects directly with your accounting platform.
When connected, invoice information can be synchronized into Claro Flow, allowing outstanding invoices to become visible inside a dedicated follow-up workflow.
The objective is not replacing your accounting software. The objective is creating visibility around unpaid invoices and follow-up activity. QuickBooks Online is supported today via secure OAuth sync, with additional integrations planned in future releases.
Reminder Scheduling
Businesses rarely struggle with sending the first reminder. The challenge is remembering the second, third, and fourth reminders weeks later.
Claro Flow introduces structured reminder scheduling. Businesses can configure exactly when reminders should be sent, how frequently communication should occur, and which invoices require attention.
Rather than relying on memory, follow-up activity becomes part of a repeatable workflow. This consistency helps reduce forgotten invoices and delayed communication.
Friendly Reminder (0-6 Days)
Email + WhatsAppA soft courtesy check-in. Assumes the client simply overlooked the invoice and provides a clean download link to review.
Reminders stop automatically when settled. Overdue invoices escalate to collection actions after 21 days.
AI Follow-Up Generation
Writing reminder messages repeatedly is time-consuming. Many business owners spend unnecessary time rewriting the same communication for different clients and different invoices.
Claro Flow helps generate professional follow-up communication designed to remain clear, respectful, and business-focused.
Whether communication happens through email or messaging channels, the goal remains the same: maintain professionalism while reducing manual effort. The focus is not aggressive collection; the focus is maintaining consistent communication.
Automated Delivery
Once reminders are configured, delivery can happen automatically. Claro Flow works in the background so you can spend less time chasing outstanding client balances.
Without automation, businesses often have to review spreadsheets, search inbox records manually, check calendars, verify invoice status, and draft individual follow-ups every single week.
Automated delivery removes this repetitive operational overhead, ensuring reminder workflows run continuously and consistently in the background without needing your daily attention.
Acme Corporation
msg-101 • EmailKaran Johar Films
msg-102 • WhatsAppRajesh & Sons Co
msg-103 • EmailActive Invoice Audits
Status Tracking
Chasing payments is stressful, but losing track of them is worse. Knowing exactly who received a reminder, who opened it, and when the next follow-up is scheduled keeps your business organized and professional.
Claro Flow logs every single communication event. From the minute an invoice imports from QuickBooks, to WhatsApp deliveries, read receipts, and email clicks—you get a clear, chronological audit trail for every client.
The moment an invoice is paid, Claro Flow immediately stops the reminder sequence. No double-messaging, no awkward post-payment nudges, and zero manual status tracking required.
Future Workflows
The vision for Claro Flow extends beyond invoice reminders. We are building a comprehensive SMB Financial OS designed to reduce operational friction across all financial workflows while maintaining absolute visibility and control.
Zoho Books Integration
Expanding support to Zoho Books to import and sync invoices directly with your existing Indian workflows.
Multi-Platform Visibility
Centralize and track invoice data across Zoho Books, QuickBooks, and custom accounting databases simultaneously.
Cash Flow Forecasting
AI-powered predictions of outstanding payments and receipt timing to help optimize working capital.
Vendor Negotiation Workflows
Automated negotiation and communication sequences to help align term limits with trade suppliers.
Financial Operations Automation
Automate accounting reconciliations, digital billing ledgers, and cash deposits under one interface.
Start automating your invoice follow-ups today.
Remove the burden of manual tracking and save hours of repetitive admin work.