Know which client invoices need a follow-up

You look after the books. Your clients are busy doing the work. An invoice can go overdue between your regular reviews.

CashWatchdog emails you when an invoice becomes overdue, with the company, customer, amount and days late. You or the owner decides who to contact. CashWatchdog does not collect payment or send messages to your clients’ customers.

Best fit: independent bookkeepers managing 3–10 QuickBooks Online companies, especially service businesses that invoice after doing the work. You want a heads-up between reviews, without another dashboard to check.

For example: a cleaning company or small agency sends invoices with payment terms. When one goes overdue, you get the details in an email and can flag it to the owner. This is an example, not a customer result.

No onboarding call required: customers can connect QuickBooks themselves. There is no dashboard routine or daily report to check.

If your clients are paid upfront, or someone already checks overdue balances daily, you may not need this. If you need automatic customer reminders or a collections service, this is not that service.

What QuickBooks already handles

QuickBooks Online offers overdue-invoice views, accounts receivable aging reports and automatic reminders to your clients' customers. Those are useful and should remain in place. CashWatchdog sends a separate heads-up to the person managing the business, without requiring another daily report. Compare the two approaches.

One account for all your clients: the Bookkeeper plan

The Bookkeeper plan ($79/month, or $790/year) watches up to 10 QuickBooks Online companies through one account.

• Connect each company using its own Intuit sign-in; add or remove a company from your account page.
• When something new is overdue, you receive one email covering the affected companies, with the company named for each invoice.
• If one company needs reconnection, the other companies are still checked.
• One subscription and one bill instead of a subscription per company.
• No onboarding call required: connect companies and the first check runs automatically.
• There is no dashboard routine and no daily report to open; you hear from CashWatchdog when there is something new to act on.

A subscription for each client

• Each client business gets its own subscription ($29/month, or $290/year) and connects its own QuickBooks Online company.
• Alerts go to the address the subscriber chooses: owner, office manager or bookkeeper.
• Subscribers can disconnect the connection themselves and manage or cancel billing.

What access does this require?

Intuit's connection screen asks for broad accounting permission. Intuit does not offer a narrower permission for this QuickBooks connection. This is a genuine consideration when you're responsible for client information, even though CashWatchdog itself only uses the connection to read overdue invoices and the company name.

• CashWatchdog does not create or change invoices, send customer reminders or modify your clients' books.
• Connection keys are stored encrypted. The database doesn't keep copies of invoice details; alert emails include names and balances, which our email provider processes.
• Access can be revoked from CashWatchdog or directly within QuickBooks.
• CashWatchdog has completed Intuit's required security assessment, but does not yet have a QuickBooks App Store listing or SOC 2 report.

See exactly what we access, retain and delete. These details should be reviewed before connecting any client's company.

Everything is self-service. Help & troubleshooting covers reconnecting QuickBooks, adding or removing companies, alert recipients, billing and cancellation.