Nudgi

Introduction to Nudgi

Nudgi is a debt collection automation platform designed specifically for small and medium-sized businesses (SMBs), freelancers, and finance teams. It streamlines the end-to-end process of recovering overdue payments by replacing manual follow-ups with scheduled, rule-based communication. The platform helps users reduce administrative overhead while improving cash flow predictability and recovery rates.

Nudgi targets professionals who issue invoices but lack dedicated collections infrastructure—such as independent consultants, service providers, and small accounting practices. It requires no technical setup and integrates into existing workflows via file imports or accounting software synchronization.

Key Takeaways

• Automated email and SMS reminders on customizable, multi-step sequences (e.g., friendly reminder → formal notice → demand letter)
• AI-powered invoice extraction from PDFs, Excel, and CSV files, with automatic column detection for financial data
• Support for direct synchronization with accounting platforms including Pennylane, Sellsy, and Axonaut
• Fully customizable, professional message templates for each stage of the collection workflow
• Real-time tracking of email opens, payment status, and debtor engagement metrics
• Dashboard with KPIs such as recovery rate, time saved, and outstanding amounts, plus multi-format export capabilities
• Role-based user access and white-label options available in higher-tier plans

How Nudgi Works

Nudgi operates through a three-stage workflow: import, configuration, and automation. First, users import outstanding invoices either by uploading Excel/CSV files, dragging and dropping PDFs (with AI parsing of line items, totals, and due dates), or connecting supported accounting tools for automatic sync. Second, users configure relaunch sequences—including timing rules, escalation logic, and personalized templates—once per client segment or globally. Third, Nudgi executes the configured workflow autonomously: sending reminders according to schedule, escalating based on response or payment status, and updating the dashboard with real-time activity logs and payment confirmations.

The system supports conditional logic—for example, pausing reminders upon partial payment or triggering a final notice after a set number of missed deadlines. All communications are sent from the user’s domain and email address, preserving brand consistency and recipient trust.

Core Benefits and Applications

Nudgi enables SMBs to recover overdue payments faster while minimizing labor-intensive tasks. Typical applications include managing late payments from clients across consulting, creative services, IT contracting, and professional services. Finance teams use it to standardize collections procedures across departments, generate audit-ready reports, and forecast cash inflows using historical recovery data. Freelancers benefit from reduced administrative burden—eliminating hours previously spent chasing payments weekly—and improved payment discipline among clients. The platform also supports compliance-related needs, such as maintaining records of communication timelines and providing evidence of due diligence in disputes.

All plans include email/SMS relaunches, real-time dashboard, accounting exports, and support for Excel/CSV imports. The Pro plan adds accounting integrations, email open tracking, white-labeling, and Stripe payment reconciliation.