✅ Ideal clients to refer
1. Businesses offering recurring services
Example: marketing agencies, software firms, consultants, IT support
Often collect monthly fees
Benefit from a better direct debits service
2. Businesses using multiple tools to get paid
Example: Use Stripe for cards + GoCardless for DDs
Struggle with fragmented reporting
Want everything in one place
Looking to save on fees and simplify processes
3. Businesses spending time chasing invoices
Example: sole traders, design studios, virtual assistants
Manually following up on unpaid invoices
Don’t have a credit control team
Would benefit from automated reminders (email, WhatsApp, SMS)
4. Businesses still relying on standing orders or bank transfers
Example: property managers, small agencies, freelancers
Manually reconciling payments
Can’t control the payment amount
Delays when updates are needed
5. Businesses needing faster cash flow
Example: small businesses with tight margins
Need real-time payment status
Frustrated by slow or weekly payouts
🚫 Not the best fit (for now)
1. Retail or e-commerce businesses
Already use POS or shopping cart platforms
Restaurants, coffee shops