Use Case / Pro Feature
Client Payment Risk Scoring Automation
Stop waiting 60 days to realize a client isn't paying. Chasa automatically evaluates historical payment trends, overdue ratios, and promised payment reliability to generate an instant risk score.
Why Client Risk Scoring Matters
- Early Detection: Spot high-risk clients before delivering additional work or issuing new invoices.
- Adaptive AI Escalation: Automatically trigger earlier, firmer follow-up drafts for high-risk accounts.
- Promised Date Tracking: Monitor clients who repeatedly break payment promises and auto-adjust their risk tier.
- Seamless Accounting Integration: Syncs directly with QuickBooks Online and Xero accounts.