Membership
Starter
£49
/ monthA consistent collection process for small teams.
150 active invoices
- Priority Score and chase list
- Three-stage reminders
- Statements and payment promises
The collection workspace beyond your ledger
Turn overdue invoices into clear daily actions.
Keep Xero, QuickBooks or Sage as your system of record. CreditPilot is your credit-control system of action: a daily chase list, an explainable Priority Score and a recommended next action for every case.
No credit card requiredHuman approval stays requiredBuilt for UK collection work
Live collection workspace
Today's Chase List
Good morning, Sarah · Wednesday, 26 August
Outstanding
£124,750
Actions
8
Promises due
3
Highest priority case
Score 82ABC Construction · £7,800
42 days overduePromise missed2 reminders sent
Recommended next action
Review and approve a firm follow-up
Review progress
6 of 8
2 actions remain before today's chase list is complete.
Collection activity
+18% this week
M
T
W
T
F
S
S
No
Accounting replacement
One
Collection workspace
Built for
UK SMEs
Always
Your control
Memberships
Choose the right level of credit-control support.
Start with the capacity and controls your business needs. Every founding beta customer can currently use all available features free.
Recommended
Growth
£129
/ monthIntelligent follow-up for established SMEs.
750 active invoices
- Everything in Starter
- Copilot action plans
- Smart timing and behaviour insights
Membership
Professional
£249
/ monthDeeper oversight, history and evidence for finance teams.
2,500 active invoices
- Everything in Growth
- Complete collection histories
- Evidence packs and premium insights
Premium add-ons
Add capacity as your business grows.
Extra 250 invoices
£25 / month
Extra 1,000 invoices
£65 / month
Additional Growth user
£12 / user / month
Additional Professional user
£18 / user / month
Founding beta access is currently £0
No card, contract or automatic paid conversion.
More than automatic reminders
Your accounts system records the invoice. CreditPilot helps your team collect it.
Built-in reminders are useful. CreditPilot focuses on the operational work around them: prioritisation, promises, disputes, approvals and the next action.
Chase
Know who to chase next
Prioritise overdue accounts by value, age, risk and payment behaviour—not just invoice date.
Track
Track every commitment
Keep promises to pay, disputes and follow-up actions visible outside your accounting ledger.
Follow-Up
Improve every follow-up
Prepare professional reminders with the right tone while your team stays in control of sending.
Audit
Keep a clear audit trail
Record collection decisions, approvals and customer activity in one dedicated workspace.
Why another tool?
Accounting software shows what is owed. CreditPilot organises the work needed to recover it.
A reason for every priority
See whether age, value, recorded risk, reminder history or a missed promise moved a case up the queue.
A case, not just an invoice
Keep disputes, holds, payment plans, promises and the next decision together in a collection history.
Evidence when you escalate
Prepare a chronological collection pack containing the records already held in your CreditPilot workspace.
CreditPilot is independent and is not affiliated with or endorsed by Xero, Intuit/QuickBooks or Sage.
Works alongside your accounts
Turn accounting data into a focused collection plan.
A clear workflow carries invoice data from your accounting records into prioritised, controlled collection activity—while your accounting platform remains the financial system of record.
Bring in your invoices
Import invoice data securely by CSV during the beta. Xero is the first planned direct connection, followed by QuickBooks and Sage after validation.
Review the priority
Use the explainable Priority Score—balance, age, behaviour, chase history and broken promises—to decide what needs attention next.
Manage the conversation
Prepare follow-ups, record disputes and keep customer commitments visible before deciding what to send.
Record the outcome
Keep ownership, promises, disputes and results together in the collection timeline for a complete operational record.
Current beta: CreditPilot does not submit VAT returns or replace HMRC-compatible accounting software. Invoice data is currently imported; direct integrations do not yet exist.
Founding beta
Use every current feature for free while we validate the product.
No card, contract or automatic paid conversion. Final pricing will be published only after accounting connections and measurable collection outcomes have been validated with beta customers.
Start free betaAlready use Xero, QuickBooks or Sage?
Keep it. CreditPilot is designed to organise the collection decisions and customer commitments that sit beyond the ledger.
Start free beta