DueTrail
Calm collections for B2B service teams·duetrail.com
DueTrail turns overdue invoice CSV exports into managed collection cases for B2B service teams. Imported cases start paused, and no customer emails are sent until the team explicitly reviews and activates them. It provides a reminder cadence, a customer portal with a promise-to-pay flow, case timelines, and an audit trail. The product targets small to mid-sized B2B service companies such as agencies, consultancies, IT services, and recruiters.
What it's for
Features 14
- CSV invoice import with validation and preview before committing
- Customer portal with promise-to-pay date submission
- Dashboard with collection KPIs (overdue amount, broken promises, open/closed cases)
- Free DSO calculator, late payment interest calculator, and ROI calculator
- Full case timeline and audit trail (reminders, notes, promises, sends)
- Hosted billing and self-serve billing portal via Paddle
- Manual and automated payment reminder scheduling
- Moneybird one-click, read-only accounting connection
- Prioritized case list sorted by urgency and days overdue
- Read-only access to workspace data through the end of a paid term after cancellation
- Review-mode activation — imported cases start paused with zero emails sent
- Send test reminder emails to yourself before going live
- Unlimited team members with owner/member/viewer roles
- Workspace data isolation per organisation
At a glance
Integrations
Complianceself-reported
Pricing
Prices are billed in EUR; US customers are billed in USD (exact USD amount not stated). Scale is a quote-based tier starting from €299/month for multiple workspaces/entities with done-for-you onboarding.
Free for as long as needed, no credit card required, no time limit.
Live reminders, automation, customer portal actions, and self-serve billing are not included until upgrading
No per-seat fees; annual billing saves two months versus monthly.
Up to 75 active cases at a time
Marked 'Most popular'; no per-seat fees; annual billing saves two months versus monthly.
Unlimited active cases and invoices
Starting price 'from €299/month'; contact sales for a quote.