WinBooks integration: every invoice followed up until it's paid
Recovr connects to WinBooks and automates your accounts receivable from the moment an invoice goes out: payment reminders tailored to each customer, replies handled by AI, disputes and collections a click away. WinBooks remains your accounting source of truth.
Your accounting software
WinBooks knows what you're owed
Recovr
Recovr gets you paid
WinBooks integration at a glance
Installed on your server, synced automatically
Our team installs the connector
On your server, during your first onboarding meeting, with your server administrator present.
Choose your sync times
Automatic syncs run at the times you choose, ideally in the evening, outside business hours.
Recovr tracks your invoices
With every sync, your invoices, credit notes and payments are updated. You can also run a sync on demand.
Use your WinBooks fields in your automation rules
On top of your customer data, Recovr can pick up fields specific to WinBooks. Your rules use them to assign the right workflow and account manager automatically.
Example rule
What Recovr adds to WinBooks
WinBooks records your invoices. Recovr does everything it takes to get them paid.
The right workflow for every customer
Your rules automatically assign the right reminder workflow to every WinBooks customer, and switch it when their situation changes.
Learn moreThe right statement
Overdue invoices, current invoices, overdue or total balance: every reminder includes exactly what's needed.
Learn moreReplies handled by AI
Every customer email is read, sorted and linked to the right account. Replies to common requests are already drafted for you to approve.
Learn morePauses and disputes
A customer disputes an invoice or promises to pay? Pause reminders instantly, then resume where you left off.
Learn moreDebt collection in one click
Formal notice, lawyer, bailiff or collection agency, without retyping anything.
Learn moreReal-time analytics
DSO, CEI, AR aging and the performance of every reminder.
Learn moreYour questions about Recovr and WinBooks
Still have a question about WinBooks? Let's talk.
Book a demoWinBooks knows what you're owed. Recovr takes care of everything that comes next: the right reminder workflow assigned automatically to every customer, replies handled by AI, pause and dispute management, one-click legal escalation and performance tracking for every reminder.
Customers, invoices, credit notes and payments. PDFs come in through WinBooks' Virtual Invoice module.
Our team installs the connector during your first meeting, with your server administrator. We then build your reminder workflows with you, until the first reminders go out.
Recovr lets you know: an alert flags any discrepancy between the two tools, so your reminders are always based on accurate data.
Connect WinBooks. Recovr does the rest.
In 30 minutes, we'll show you the WinBooks connection and what Recovr would change for your team.