1. Integration with Accounting Software: Chaser is designed to work in tandem with a business's existing accounting software. It offers seamless integration with popular accounting platforms such as Xero, QuickBooks, MYOB, Sage Accounting, and others. This integration allows for the automatic import of company information, customers, invoices, credit notes, payments, and overpayments, ensuring that Chaser has access to up-to-date financial data.
2. Customization and Configuration: Once integrated, Chaser allows for the customization of email templates and the configuration of chasing schedules tailored to the business's specific needs. This step involves setting up various email templates that can be autofilled with relevant information for each customer and invoice, as well as scheduling automatic email reminders based on set reference points.
3. Data Analytics and Insights Utilization: Chaser provides tools for leveraging data analytics to gain insights into customer payment behavior and trends. Businesses can use these insights to make informed decisions about credit control strategies and to customize their chasing methods accordingly. This step involves analyzing customer data to identify patterns and tailoring the chasing process to improve efficiency and effectiveness.
4. Training and Support: Chaser offers support options including email/help desk, chat, and a knowledge base to assist businesses during the implementation phase and beyond.
5. Ongoing Optimization: The implementation process is not a one-time event but rather an ongoing effort to optimize the accounts receivable process. Chaser's ability to provide real-time updates and sync with accounting software ensures that businesses can continuously refine their credit control strategies based on the latest data.
1. Integration with Accounting Software: Chaser seamlessly integrates with major accounting platforms such as Xero, QuickBooks, and Sage, allowing for the automatic import of financial data which can be customized based on the specific setup of the business.
2. Customizable Email Templates: Businesses can customize email templates used for chasing invoices. This customization includes the ability to adjust the content, tone, and frequency of the communications to align with the company’s branding and communication strategies.
3. Flexible Chasing Schedules: Chaser allows users to set up and customize chasing schedules based on specific business rules and customer profiles. This includes varying the frequency and timing of invoice reminders and using different templates for different types of customers.
4. Tailored Reporting and Insights: The software provides customizable reporting features that allow businesses to generate insights based on their specific needs. This includes the ability to track key metrics like Days Sales Outstanding (DSO) and analyze customer payment behaviors.
5. User Interface Customization: While not explicitly detailed in the sources, the ability to configure the user interface to match specific user preferences and operational workflows can typically be expected in such customizable software solutions.
6. Automated Credit Control Processes: Chaser automates many aspects of the credit control process, which can be customized to fit the specific workflows of a business, thereby reducing manual intervention and aligning with business operations.
7. Advanced Personalization: Chaser supports advanced personalization options for communications, ensuring that all reminders and correspondence appear as if they have been individually written, thereby maintaining a personal touch with customers.
Chaser typically operates on a subscription-based pricing model without significant additional costs for setup, maintenance, or support, making it straightforward for businesses to understand their expenses upfront. However, some larger organizations or those with complex needs may incur one-time setup fees, especially if custom integration or onboarding assistance is required. Support services, such as dedicated account management, premium support, or training, might also involve additional charges depending on the chosen plan or specific service level. It’s best for potential users to consult with Chaser’s sales team to get detailed information on any possible extra costs, as these can vary based on the scope of implementation and ongoing support needs. Overall, Chaser aims to keep additional costs minimal to make cash flow improvements accessible and predictable for its clients.
Support Options:
Training Resources:
1. Multi-Factor Authentication (MFA): Chaser prioritizes security measures beyond traditional username and password authentication by employing Multi-Factor Authentication. This adds an additional layer of security by requiring more than one method of authentication to verify the user's identity before granting access to their account.
2. Data Encryption: Chaser encrypts customer data to protect sensitive information from unauthorized access. This encryption occurs both in transit and at rest, ensuring that data is secure throughout its lifecycle.
3. Regular Code Audits: Chaser follows best practices for secure software development, which includes performing regular code audits. These audits help identify and rectify security vulnerabilities, ensuring the software remains secure against potential threats.
4. Compliance with Data Protection Legislation: Chaser adheres to stringent data protection regulations, including the General Data Protection Regulation (GDPR). This compliance ensures that personal data is handled in a manner that respects user privacy and integrity.
5. Secure Data Retention and Deletion Policies: Chaser has clear policies regarding the retention and deletion of personal data. Data is retained only for as long as necessary to fulfill its intended purpose, and securely deleted thereafter, following specific protocols that comply with data protection legislation.
Chaser software manages its updates by allowing users to create and modify schedules, which are crucial for managing how invoices are chased. The flexibility of these schedules provides significant control over the chasing process, enabling users to customize the frequency, sender, recipients, and the content of the messages. The recent improvement in Chaser's scheduling system includes replacing the "Master schedule" with a "default schedule," which can be renamed and changed at any time, allowing users to easily switch to a schedule that yields better results without manually replicating chasers or transferring customers.
Additionally, Chaser has launched an open API, which facilitates seamless integration with other systems. This development supports automated updates and data synchronization across systems, enhancing the efficiency of the accounts receivables process.
1. Data Ownership:
- Users retain ownership of the data they provide to Chaser, referred to as "Your Materials" in the Terms of Service. This typically includes name, login details, business contact details, and any optional information provided within the Chaser Services.
- Chaser acknowledges that all intellectual property rights in the user data remain vested in the user or their licensors. Users grant Chaser a worldwide, royalty-free, transferable, non-exclusive right and license to use, copy, host, store, display, modify, adapt, and reproduce their materials for the purposes of providing the Chaser Services or exercising their rights and obligations under the agreement.
2. Data Portability:
- The policies imply a level of data portability through the rights granted to Chaser to use and sublicense user data as necessary for providing its services.
- The General Data Protection Regulation (GDPR) and other data protection laws, which Chaser adheres to, support the right to data portability. This right allows individuals to receive their personal data from a controller in a structured, commonly used, and machine-readable format, and to transmit those data to another controller without hindrance.
3. User Responsibilities:
- Users are responsible for obtaining and maintaining all necessary licenses and consents required for Chaser to use their materials for the provision of its services.
- Users must ensure that their materials do not infringe the rights of any third party, including intellectual property rights.
4. Feedback and Suggestions:
- Chaser may use any feedback and suggestions for improvement relating to its services provided by users without charge or limitation. Users are expected to assign all intellectual property rights in the feedback to Chaser, ensuring that Chaser can freely use and incorporate such feedback into its services.
Chaser's policies ensure that while users retain ownership of their data, Chaser is granted sufficient rights to use and manage the data for the provision of its services. Users are encouraged to maintain the necessary licenses and consents for their data and are responsible for the accuracy and legality of the data they provide to Chaser.
1. Scaling Up: This involves expanding the organization's capacity, reach, or operations to accommodate growth or to capitalize on new opportunities. It can include adding new team members, entering new markets, increasing production, or extending the range of products or services. The process of scaling up is often associated with the growth phase of a business, where the focus is on leveraging existing successes to achieve greater impact or revenue.
2. Scaling Down: Conversely, scaling down involves reducing the organization's operations, workforce, or market presence. This can be a strategic response to adverse market conditions, a shift in organizational focus, or the need to cut costs and improve efficiency. Scaling down is aimed at making the organization leaner and more focused, potentially to preserve resources or to prepare for a strategic pivot.
3. Agile Scaling: This term refers to the process of applying agile methodologies across an organization, beyond individual teams or projects. Agile scaling involves adapting agile principles—such as flexibility, collaboration, and customer focus—to work at a larger scale. This can include combining agile frameworks with enterprise architecture to address the organizational challenges of scaling agile practices company-wide.
4. Data Portability and Scaling: In the context of data management and privacy, scaling can also refer to the ability of an organization to manage data portability effectively as it grows or changes. This involves ensuring that personal data can be easily transferred between different systems or providers, in compliance with regulations like GDPR, as the organization's data infrastructure evolves.
5. Top-Down vs. Bottom-Up Scaling: These terms describe different approaches to managing scaling efforts within an organization. Top-down scaling involves strategic decisions and initiatives originating from senior management and being implemented across the organization. Bottom-up scaling, on the other hand, emphasizes grassroots efforts and innovations that emerge from within the workforce or operational level, which are then adopted organization-wide.
1. Agreement Duration and Renewal:
- The agreement between Chaser and the user starts on the effective date and will continue until the expiry of the initial term. It will automatically continue thereafter for further consecutive additional terms unless terminated by either party giving the other written notice of not less than the notice period to terminate the agreement. This notice must expire at the end of the initial term or additional term, as applicable.
2. Free Trial Terms:
- Chaser may offer a free trial for a period of 10 days unless stipulated otherwise. These service terms also apply to any free trial provided by Chaser.
3. Charges and Usage Assessment:
- Chaser's charges, including usage restrictions and overages, are set out on the pricing page unless agreed otherwise in writing. The amounts payable are exclusive of VAT, and Chaser may vary the charges at any time to account for any change in VAT and all other taxes during the term. Usage is assessed over a rolling six-month retrospective period. If usage exceeds the invoice quota by 10% or more on average over this period, Chaser reserves the right to upgrade the charges.
4. Service Limitations and Acknowledgment:
- The Chaser services may be subject to limitations, interruptions, and other problems inherent in the use of communications facilities. Chaser and its third-party providers are not responsible for any interruptions, delays, cancellations, delivery failures, data loss, content corruption, packet loss, or other damage resulting from these interruptions. Users acknowledge that Chaser cannot guarantee that any communications component(s) of the Chaser Services will be available at all times or free from faults or interruptions.
5. Liability and Errors:
- Chaser acknowledges that the operation of the Chaser Services shall not be subject to minor errors or defects and accepts no liability or obligation that arises from these issues.
1. GDPR Compliance: Chaser adheres to the General Data Protection Regulation (GDPR) requirements, which include collecting the minimum information necessary for the provision of services, processing data in a lawful manner, and maintaining a privacy policy that describes their data collection practices.
2. ISO/IEC 27001: 2013 Certification: Chaser uses third-party services such as Mailgun, Nylas, Twilio, and Creditsafe, all of which are ISO/IEC 27001:2013 certified. This standard is pivotal for information security management systems (ISMS), ensuring that the services Chaser integrates with also maintain high security standards.
3. SOC 2 Compliance: Chaser is actively pursuing compliance with the SOC 2 security framework, which is a critical framework for technology companies that store customer data, ensuring that they manage their data securely to protect the interests of their organization and the privacy of their clients.
