Getting started
Setup takes about five minutes, and Gary's in-app guide walks you through each step. Here's the whole journey.
1. Sign in
Sign in with your Google or Microsoft account. The first person to sign in creates the organisation and becomes its admin. You can invite the rest of your team later from Settings.
2. Connect Xero and your email
On the Integrations page, connect Xero. Gary reads your overdue invoices and their contacts — he never changes your accounts. Connecting is a one-off: from then on Xero sends Gary every invoice change automatically, with nothing to sync.
Then connect your mailbox — Outlook or Gmail. Gary uses it to email a customer their invoice link when they ask, so the email comes from you.
3. Go live when you're ready
New accounts start in test mode: calls divert to your own phone, so you can hear Gary before any customer does. When you're ready, switch test mode off under Settings and Gary calls for real.
4. Get Gary to make one call
Open Invoices, pick one overdue invoice, and click Call. You confirm the number before it dials, and you can listen in live. Your click is the approval — Gary never calls anyone you haven't said yes to.
5. Review the call
Open the call under Calls: play the recording, read the transcript, and see the outcome. Any emails Gary sent are in your own Sent folder.
6. Watch the invoice get paid
When the payment lands in Xero, Gary marks the recovery and shows it under Wins — with what it cost, next to what came back.
7. Switch on the rest
Happy with how Gary works? Open Approvals and turn him on for all your overdue customers in one go. Customers you'd rather he never calls can be marked do-not-call instead. See Turning Gary on for a customer.
8. Set up auto top-up
On Billing, save a bank account (NZ direct debit) or card and Gary tops up credits automatically — only while his fees stay under 5% of the value he's recovered for you.
That's the journey. Gary takes it from there, and tells you what happens after every call.