Trust
Human approval before every send
AI writes the draft. Someone on your team sends it. No exceptions.
For marketing agencies · AI-drafted, human-approved
Stop writing “just checking in” emails from scratch.
Collectraft already knows the invoice, the ad spend, and everything you’ve said to the client before — so every follow-up is written with the full context.
- Nothing sends without your approval
- Escalations CC the client's finance lead
- Read-only QuickBooks Online & Xero sync
BD
Needs approvalBrightline Dental Group
Day 30 · Escalation
- To
- Paige Sullivan, Marketing Director
- Cc
- Marcus Holt, Controller
- Subject
- August retainer + July ad spend: $18,650.00
AI draft
Hi Paige, the August retainer and the July Meta and Google ad spend we fronted are now 30 days past due.
I've copied Marcus so this can get to AP. Could we confirm a payment date by Friday?
Retainer + ad-spend pass-through
Approve & sendEdit
How it works
Consistent follow-up your account team signs off on.
- 01
Sync invoices
Retainers, fees and ad spend, read-only from QuickBooks Online or Xero.
- 02
AI drafts
One note per client, covering every balance that’s overdue.
- 03
You approve
Your team edits, holds or sends. Nothing goes out on its own.
- 04
Sent and tracked
Escalations CC the finance lead. Every step stays on the record.
Product
What Collectraft looks like for an agency.
Retainers, pass-through media and the client's finance contacts, alongside every draft you approve.
collectraft.com/worklist
Every client the cadence says needs a message today, with escalation stages up front.
Features
Firm on the money, careful with the relationship.
Agency
Escalations CC the finance lead
Early notes go to your contact; later tiers loop in the person who releases payment.
Tiered cadence for retainers
Gentle before the due date, firmer at 14 and 30 days, final at 45.
Agency
Ad-spend pass-through called out
Fronted media spend is itemised apart from your fees, at cost.
Promise-to-pay detection
A client names a date; it lands on your worklist that morning.
Repeat-offender flagging
See who slips every quarter before you renew or commit more spend.
Audit trail
Every draft, edit, approval and CC, kept on the record.
Ad-spend disputes
Prove the ad spend before the client asks twice.
Pass-through media is the line clients push back on most, usually because nobody can produce the number quickly enough.
collectraft.com/invoices/INV-2291
Collectraft reads reported spend from Meta Ads and Google Ads and checks it against the pass-through line, with the time it last synced.
Illustrative previews of a planned feature. Clients and amounts are made up.
Integrations
Plugs into the books your agency already keeps.
Collectraft reads retainer, project and pass-through invoices from your accounting platform, and reported spend from your ad platforms to back up pass-through lines. It never changes anything in your books or ad accounts.
- Read-only access everywhere
- Ad spend checked against Google Ads and Meta Ads
- No bank feeds or reconciliation
- QuickBooks Online
- Xero
- Google Ads
- Meta Ads
Collections agent
Agency early access
Stop floating your clients' retainers and ad spend.
We're onboarding a small group of agencies that bill through QuickBooks Online or Xero. Founding agencies help shape the retainer and pass-through workflows.