Satago
Offer clients a premium credit control service and reduce their debtor days by up to 72%, with Satago.
Satago provides automated invoice chasing, risk insights and finance for you and your clients. Once connected, you can give your clients access to the platform free of charge.
Provide clients with invoice chasing software that will get them paid faster and save them time. Give them the tools to credit check their customers and protect against bad debt. Analyse their debtor data in a single view and help them improve cash flow.
Satago’s practice edition is more than FOUR TIMES cheaper than the nearest credit control competitor. Enjoy unlimited invoice chasing, unlimited credit reports, unlimited practice users and unlimited client licenses, all for £50 a month.
Satago integrates with 300+ accounting solutions including Xero, QuickBooks, Sage (Business Cloud, 50 and 200) and FreeAgent.
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Satago Has A New Look
Satago has updated their platform with a brand new look and feel.
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How to offer automated credit control as an added service…
In this article, we’ll discuss how you can use Satago to provide an automated credit…
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Satago QuickBooks Online Integration
Satago is compatible with all QuickBooks Online plans Integration is simple – create your Satago…
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Credit Control Features
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Chasing Settings
- Add late payment fee info
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Chase on public holidays toggle Choose whether customers are contacted on public holidays
- Don't chase on weekends
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Number of schedules (max plan) Different schedules for different customer profiles, i.e. one for good payers / one for bad
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Set email days Set the days that emails are sent
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Set email time Set the time that an email is sent
- Turn off all chasing types at a customer level
- Turn off reminders for specific invoices
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Email settings
- Domain verification
- Email signature
- Email text footer
- Forewarning emails to let you know before the chase
- Placeholders
- Invoice finance
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Invoice reminder emails
- Attach invoices
- Automatically send reminders
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Conversation history View a history of communications
- Customisable chasing templates
- Delay/Pause all reminders
- Don’t chase invoices prior to any expected payment date
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Escalated recipients per customer Send the invoice from a different user, typically someone more senior
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Multiple invoices in one email Send more than one outstanding invoice in the same email so the client doesn't receive multiple emails
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Reporting and Risk
- Debtor reporting
- Risk alerts
- Risk analysis report
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Setup templates and schedules
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Pre-built schedules Ready made intervals for communicating to clients
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Pre-built templates Ready made email copy to use and customise
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Pre-built schedules
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Statement emails
- Customisable statement templates
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Thank you emails
- Customisable thank you templates
- Cost (from)
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£50.00£25.00 / month - Trial
- No trial
- Partner Program
- Yes
- Free Practice Subscription
- Yes
- Accounting Software
- Clear Books, Exact, FreeAgent, FreshBooks, KashFlow, MYOB, QuickBooks Online, Sage 50cloud, Twinfields, Xero
- Mobile OS Compatibility
- No mobile app
- Head Office
- London (UK)
- Offices
- London (UK)
- Geographies Served
- UK
- Data Sync
- Daily, Hourly, Manual, Monthly, Real Time, Weekly
- Support Channels
- Email, Live Chat, Telephone, Web Form
- Support Availability
- 08:30 – 17:30 GMT, Mon – Fri
- Training
- Self Guided, Third Party Led, Vendor Led
- Two Factor Authentication
- No
- App Category
- Credit Control, Financial Services
- Client Sector
- Accounting and Bookkeeping, Agriculture, Construction, Contracting Services, Creative Agencies, Education, Engineering, Entertainment, Event Management, Franchising, Government Bodies, Healthcare, Hospitality, Insurance, IT and Telecomms, Legal Service, Manufacturing, Marine, Media, Motor, Not For Profit, Professional Services, Public Relations, Real Estate and Property, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale