Gary help

Everything about how Gary chases your unpaid invoices — setup, calls, billing, and staying in control.

Gary reading a book

What Gary does

Gary chases unpaid invoices by phone for small businesses, so you don't have to. He's a friendly voice agent, not a debt collector, a gentle check-in, not a chase.

How Gary works

Gary follows up your unpaid invoices by phone, so you don't have to. He's friendly, never pushy, a gentle check-in, not a chase.

What Gary's built on

Gary is a friendly voice on the phone, but underneath he's a careful chain of proven tools. Here's the shape of how it fits together — enough to see how Gary works, without the parts that make Gary,…

Getting started

Setup takes about five minutes, and Gary's in-app guide walks you through each step. Here's the whole journey.

Onboard with an AI assistant

You can let an AI assistant walk you through setting Gary up. Copy the prompt below into Claude, ChatGPT, or any AI chat app, and it becomes a patient guide: it reads your company website, drafts…

Gary and Xero

Xero is where Gary gets his work. He reads your sales ledger to find the invoices that are overdue and the customers behind them, then rings those customers for you. Xero stays the source of truth:…

Turning Gary on for a customer

You decide who Gary chases. He calls the customers you've switched him on for, and the invoices that arrive after your first Xero sync while Chase new invoices automatically is on. Your existing…

Working with multiple organisations

One login can hold more than one organisation. If you look after collections for several businesses, as a bookkeeper, an accounts-receivable consultant, or an owner with more than one company, you…

What happens after a call

After every call, Gary tells you what happened and takes the next step for you. Here's what each result means.

Resending an invoice

Customers often say they never got the invoice. Gary can resend it, the same way whether he does it on a call or you do it from the app.

Balance and billing

Gary runs on a prepaid balance. You top it up in dollars, and Gary charges each call and recovery to it as he works. There is no monthly subscription and no lock-in contract — you only spend when…

Do-not-call (opt-outs)

Some customers don't want to be called. Gary keeps a do-not-call list and checks it before every call, so a number on the list is never dialled.

Privacy and your data

Gary handles your customers' details and records calls on your behalf, so it's fair you know what we hold and for how long.

Troubleshooting

Quick answers to the things people ask most.