Tradie Protector for bookkeepers
Your clients’ late payers aren’t your job.
You reconcile the books, run the aged receivables and field the “can you chase these?” texts. Partner with Tradie Protector and set your trade clients up once: we chase on a compliant cadence, keep the record, and the payment reconciles straight back into the books you keep.
Connects through Xero in a couple of minutes. MYOB is next.
Get it on theXero App Store
MYOB comingThe job nobody bills for
Chasing is awkward, unpaid and regulated. It shouldn’t be on your desk.
You’re not your client’s collector, and you’re not the tradie. Every reminder you send for them is time you can’t invoice, and the ACCC and ASIC guideline still applies to whoever sends it.
How it works
Set it up once. Then it runs.
Step 1
Send them your partner link
Your client signs up in their own name and connects Xero in about two minutes. The account is theirs from day one.
Step 2
Set it up together
Once they share their account with you, open it from your partner portal: choose who never gets chased, check the messages, set the rule.
Step 3
It chases on its own
Reminders go out by email, text and post on a compliant cadence. When a customer pays, the payment shows in Xero and the chasing stops.
For your clients
Everything a careful chaser would do. Nothing they’d regret.
Inside the rules, every time
Every message goes out inside the hours the guideline allows, spaced so no customer is hounded, and never on a public holiday in their state.
Their name on every message
Reminders go out under your client’s business name. Their customers deal with them, not with a collector.
Five ways out for their customers
Every message links to a page where a customer can pay, propose a plan, dispute it, ask for hardship help, or ask us to stop.
A record that stands up
Every message, reply and payment is kept in order, can’t be edited, and exports as a PDF.
They approve. It chases.
Your client sees what’s about to go out, and can hold anything before it does.
Back into the books
A payment in Xero stops the chase on its own, and a note goes back on the invoice.
Your partner portal
One login for your whole book.
Every client you bring on, in one list. Open any account a client has shared with you, do what their bookkeeper can do, and come back. Everything you do there is recorded under your name.
- Every client in one list
- Their account, with their say-so
- Your name on what you do
- The ledger stays the truth
Built into the ledgers you use
Connected through Xero. MYOB is next.
Tradie Protector reads the same invoices you reconcile, through Xero’s own connection. Your client approves it once, and payments come back the same way.
XeroMYOB comingQuestions
What bookkeepers ask us.
Yes, through your partner link, so the account is theirs from day one. Then you can help them set it up from your portal.
Only the ones they share with you. A client turns sharing on in their settings, and can turn it off at any time.
Your client’s business. We send them, and their customers reply to your client.
It follows the ACCC and ASIC debt collection guideline: permitted hours, spacing between messages, public holidays by state, and a request to stop that’s honoured straight away.
Every client starts on the Free plan, and a card is needed. We move them up a plan by ourselves as they chase more debts at once. Paid plans start at $79 a month, including GST.
MYOB is coming. Xero works today.
Partner with us
Let’s work together.
Tell us about your practice and we’ll be in touch to set you up as a partner.
Get your clients paid. Get your evenings back.
Partner with Tradie Protector and take chasing off your desk for good.
Become a partner