Service Understanding
AI Copilot reads your Xero and QuickBooks invoice line items to understand exactly what you do for each debtor. Monthly retainers, project work, one-off services — it knows the nature of your business relationship at line-item depth.
Why line items change everything
Knowing that a debtor owes £12,000 is useful. Knowing they owe it for 14 months of continuous SEO services they clearly depend on? That's leverage.
Identifies recurring services
Detects monthly retainers, quarterly contracts, and ongoing service relationships. "Monthly SEO Retainer (£2,000/mo × 14 months)" — this debtor depends on you.
Classifies service types
Distinguishes between recurring retainers, project-based work, and one-off deliverables. Each type implies a different debtor relationship and recovery approach.
Calculates service value
Aggregates total lifetime service value, identifies your most valuable service lines, and flags when a debtor is consuming high-value services while not paying.
What the AI actually says
You asked:
"What services do I provide to Hartley Brooks Ltd?"
Based on your invoice line items, here's what you provide to Hartley Brooks Ltd:
Total lifetime service value: £51,200
They clearly depend on your SEO and ads management for their online presence. This gives you significant leverage — they need your services to keep generating patients. I'd use this in your negotiation: they can't easily replace 14 months of SEO history.
Explore more AI Copilot capabilities
Every dimension works together to give you complete debtor intelligence.