Getting started in 15 minutes
1. Register and verify your email (in demo mode the verification link is shown on the pending screen).
2. Create your workspace — this seeds the standard four-stage reminder policy.
3. Prefer to look around first? Switch to the demonstration workspace from the sidebar to see a full receivables book in action.
4. Go to Imports and upload your receivables CSV (download the sample for the expected shape).
5. The scan runs automatically after import; drafts appear on the dashboard.
6. Open an invoice, review its draft reminder, edit if you like, and approve. In demo mode the message lands in the Outbox so you can see exactly what would have been sent.