For agencies, consultancies and professional services firms
Your team finishes work that doesn't get invoiced. Invoices that don't get followed up. Conversations that stall because nobody owns them. Draftr makes sure the work you've already done turns into cash you've actually collected.
30-day money-back guarantee · From £450/month · No setup fees
What's actually happening
Your delivery team finishes the work. Your account managers are managing relationships. Your finance lead is processing invoices. Each one is doing their job. And yet, somewhere between them, revenue keeps leaking.
A retainer scope crept. A project hit a milestone two weeks ago. An out-of-scope request got delivered as a favour. The delivery team moved on. Nobody told finance. The invoice never went out.
The invoice went to accounts@client.com. It's been sitting there for 38 days. Your finance lead chased it once. Your account director assumed finance was handling it. Finance assumed account management would. Neither did.
The client raised a query about line item three. Someone said they'd come back with an answer. That was nineteen days ago. The invoice is on hold. Nobody picked the thread back up.
Three different failure modes. One root cause: no clear ownership across the gaps between people. The bigger your team gets, the more gaps there are.
What we built
Draftr sits across your email, your finance system, your CRM, and your project tools. It watches for the signals that revenue is slipping — work that's been delivered but not invoiced, invoices that haven't been followed up, conversations that have gone quiet on the wrong topic.
When it spots one, it doesn't just flag it. It works out the root cause (client issue, internal delay, missed follow-up), recommends the next action, drafts the follow-up email for review, and assigns clear ownership. Nothing leaves your domain without a human approving it. But nothing falls between people either.
Trusted Integrations
Microsoft 365 · Google Workspace · Xero · QuickBooks · Sage · HubSpot · Salesforce · NetSuite
The daily loop
Draftr's value isn't a one-off audit. It's the rhythm of attention it gives your business — every day, against revenue at risk.
01
A briefing in your inbox by 8am. Six things that need attention today, ranked by cash impact. The £45,000 invoice from Lawson that's now 41 days old, the unbilled scope creep on the Halford retainer, the stalled conversation with Birch — all in one place, with the next action for each.
02
When you click into an item, Draftr has already drafted the follow-up email — with the right tone, the right history, the right ask. You review, edit if you want to, and send. Or assign it to the right person on your team with one click. The thread stays under Draftr's watch until it's resolved.
03
Five-minute summary at 5:30pm: which items closed, which moved forward, which are still stuck, what's queued for tomorrow. You finish the day knowing exactly where the revenue is — and where the gaps are.
The Revenue Risk Dashboard
Every overdue invoice. Every unbilled scope. Every stalled client conversation that's blocking payment. Ranked by cash impact, owned by named people, with the next action against each.
Lawson Group
Chase: accounts@lawson.co.uk
£45,000
Overdue · 41dBirch & Partners
Reply to query on line 3
£24,000
Stalled · 19dHalford Retainer
Invoice scope creep
£12,750
UnbilledNexus Digital
Escalate to Sarah
£8,400
Overdue · 28dCash at risk, today.
The total amount of revenue currently in jeopardy across overdue invoices, missing invoices, and stalled threads.
Ranked by impact.
Largest exposures first. Smallest items don't bury the big ones.
Ownership, named.
Every line item assigned to a person. No "we" or "the team" — actual names.
Next action, ready.
Each item has a draft email or a recommended action waiting for your approval.
What changes
The shift isn't dramatic. It's quiet, and it's measurable. Your DSO drops. Your bad debt write-offs drop. The Monday-morning question of "what's the cash position?" stops being a guess.
The single biggest shift. Within 90 days, your average days-sales-outstanding falls 8–12 days for the customers Draftr is watching.
Invoices that would have been written off get caught earlier — when there's still time to resolve the underlying issue.
Out-of-scope requests, mid-project milestones, retainer overruns — Draftr surfaces work that's been delivered but never invoiced.
No more "I thought finance was chasing that." Every overdue line has a named owner and a next action — visible to the team.
Account managers stop spending Friday afternoons hunting for the status of seventeen overdue items. They start spending it on the next account.
Your finance lead's cash forecast stops being a hope. It becomes a model that updates itself based on what's actually moving.
Outcomes typical for service businesses with more than £3m in annual revenue. Your numbers will vary. The Free Revenue Audit calculates the actual recovery available in your own data.
Pricing
One product. Four tiers. The price you pay is set by your annual revenue, not by which features you unlock — every customer gets the full system. Starter is £450/month for under £5m ARR. Growth is £950/month for £5–15m. Above that, talk to us.
Your data stays yours
GDPR
CASA Tier 2
OAuth 2.0
TLS 1.2+
AES-256Drafts only.
Nothing customer-facing leaves your domain without your review and approval.
OAuth-only.
We never store your passwords. Revoke access any time from your provider's admin panel.
UK/EU data residency.
Your data stays in the UK and EU. UK-only available on Scale and Enterprise.
Ready to start?
We'll connect to your accounting and CRM data and show you exactly how much revenue is at risk. Free, no commitment, takes about 24 hours.
Start AuditNot ready yet?
We'll connect to your accounting and CRM data and tell you exactly how much revenue is at risk in your business right now. Free, no commitment, no card needed. The audit takes about 24 hours from your sign-up.