Chasa documentation

Getting started

1. Open the Chasa tool — no signup required for the free tier.
2. Add invoices manually (client, amount, due date) or upload a CSV export from your accounting software.
3. Click Draft chase to generate a tone-matched follow-up email.
4. Copy the draft into your email client or open the mailto link. Chasa never sends on your behalf.
5. Mark the invoice paid when it clears, or schedule your next reminder.

Free includes 5 AI drafts per month with no account. Solo ($7/mo) removes the cap and unlocks tone tools, chase plans, connectors, branding, webhooks, and the API. Pro ($17/mo) adds reply detection, risk scoring, demand letters, and evidence packs. Enterprise is custom, billed yearly — email [email protected].

Tone tools

Every draft can be rewritten in one click from the invoice card, on Solo and up:

• Soften — less pressure, still asks for payment.
• Firm up — clearer urgency when polite reminders were ignored.
• Make shorter — a tight version under ~60 words.

Chasa also drafts SMS and WhatsApp versions of the same follow-up (SMS ≤160 characters, WhatsApp ≤280) with sms: and wa.me links that open your own messaging app. Same rule as email: Chasa writes it, you send it — nothing goes out automatically.

Chase plans & timeline

• 3-step chase plan (Solo+) — an auto-sequenced set of follow-ups with calendar dates, instead of drafting each reminder from scratch.
• Chase timeline — every reminder, reply, and payment logged per client, so you can see the full history of a chase at a glance.
• Clients & aging (Solo+) — track outstanding balances, add a contact note, and mark an invoice paid; marking paid automatically cancels any remaining planned reminders for it.
• Payment risk score (Pro+) — a 5–95 score per client, computed from their own history: how often they pay late and by how many days on average. Updates whenever you mark an invoice paid.
• Demand letter & evidence pack (Pro+) — a formal notice and an exportable record of the chase history, for escalating a stalled invoice toward collections.

Connectors

Ways to get overdue invoices into Chasa:

• CSV upload (Free) — export from QuickBooks, Xero, FreshBooks, Wave, Zoho, sevDesk, or any spreadsheet. Common column headers are mapped automatically.
• QuickBooks Online (Solo+) — native OAuth in Connector. Imports overdue invoices straight into your aging board.
• Xero (Solo+) — same OAuth flow as QuickBooks.
• Cloud storage (Solo+) — Dropbox, OneDrive, Box, or Google Drive PDF import. Google also unlocks Gmail drafts (Chasa writes into your Drafts; you send), Sheets, Calendar, and Contacts.
• Zapier / Make (Solo+) — push invoices via API key; see Webhooks & API below.

Team & billing

Seats by plan — Free: 1 (no team), Solo: 3, Pro: 5, Enterprise: 25. An admin invites a teammate by email from Team; they accept from the emailed invite link and get the role (Admin or Member) you assigned.

Branding (Solo+, admin) — set a custom logo, workspace name, default payment link, and an optional late-fee hint line that gets inserted into drafts.

Plans — Free $0 forever, Solo $7/mo, Pro $17/mo, Enterprise custom (billed yearly). Manage billing in Account opens Stripe's own Customer Portal for upgrades, downgrades, payment method changes, and cancellation — there's no separate in-app billing history page, Stripe's portal is the record of truth.

Webhooks & API

Outbound webhooks

Solo+ and admin-only, up to 10 endpoints per account, configured in Webhooks & API. Events: chase.drafted, chase.sent, chase.thank_you, chase.reply_drafted, chase.sequence_planned, chase.downloaded. Each delivery is a signed POST:

• X-Chasa-Event — the event name
• X-Chasa-Signature: sha256=<hmac> — HMAC-SHA256 of the body, keyed to the secret shown when you create the endpoint
• Body: { event, created_at, data }

Public API

Create an API key in Webhooks & API — the same key works for the API, Zapier, and MCP. Requires a paid plan.

Endpoint: POST https://api.chasa.io/api/v1/chase/draft

Headers:

• Authorization: Bearer YOUR_API_KEY
• Content-Type: application/json

Body example:

{
  "client_name": "Acme Corp",
  "invoice_amount": 2400.00,
  "days_overdue": 12
}

Response is a draft subject + body, tone-matched to how overdue the invoice is — never sent on your behalf. Same shape works from Zapier's "Webhooks by Zapier" action or Make's HTTP module.

MCP

Chasa runs a public MCP (Model Context Protocol) server so Claude, ChatGPT, Grok, Perplexity, or Cursor can draft a chase directly in conversation.

Endpoint: https://api.chasa.io/mcp

• list_templates, recommend_template, get_chase_tip — public, no signup or key needed.
• draft_chase_email — needs your Chasa API key (see above) or an active sign-in.

Rate limits: 120 requests/hour per IP overall, 30/hour specifically for draft_chase_email.

Need help?

Email [email protected] or read the FAQ on the homepage.

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