A clearer way
to follow up.
Connect to Sage Accounting and keep unpaid invoices, customer conversations and payment arrangements together and organised.
Spend less time figuring out what needs doing. DAFNI organises your invoices and highlights the next action—from missing contact details to follow-ups that are due. With Assist, routine reminders and eligible conversations are handled automatically.
From invoice to next step.
- Review what is outstandingStart with the accounting record.
- Keep the conversation togetherSee replies and agreed arrangements.
- Know when to step inKeep exceptions in human hands.
Your invoice follow-up, organised.
From getting an invoice ready to tracking agreements and spotting missed accounting entries, DAFNI brings the work into one place. Here’s how the key steps connect.
Know what needs attention.
See missing contact details and invoices that need preparation, so you know what to put in place next.
Know what needs doing today.
See follow-ups due now, invoices scheduled for later and those needing your team’s attention.
Have the context before you respond.
See the selected invoice, customer replies and staff notes together. Send an email or WhatsApp, and record what happens next.
Keep track of what was agreed.
Record promised amounts and instalment dates, then check payment progress against Sage.
Catch what may have been missed.
Spot unallocated receipts, small debit or credit balances and accounting differences. Resolve them in Sage, then sync the updated position into DAFNI.
Built for businesses
A focused workspace for the people who manage invoice follow-ups and customer relationships.
Your team’s way of working
Choose staff-controlled follow-ups, or give DAFNI Assist the routine conversations and bring exceptions back to your team.
Your information matters
Read our privacy policy or see how to request deletion.