Recover earned revenuewithout damaging customer relationships.
Tallyspoke is a trust-first paid pilot for qualified U.S. commercial HVAC, plumbing, and electrical contractors. It turns a completed receivables foundation into a measured workflow for invoice follow-up, payment status, and recovery review.
Fit and scope are confirmed before the pilot begins.
Is the pilot for you?
Keep earned revenue moving while preserving context and control.
Built for qualified teams in:
- Commercial HVAC
- Commercial plumbing
- Commercial electrical
The right context:
You serve U.S. commercial customers, have earned revenue tied up in receivables, and are willing to review the workflow and define a measurable starting point.
This pilot does not silently broaden to every business or promise residential support.
How the workflow works
A measured path from invoice context to reviewed action.
The pilot applies the completed invoice, payment-status, reminder, and recovery foundation to your workflow.
Bring the record into view
Bring invoice and payment-status data into the receivables view so your team can work from the same current context.
Prioritize what needs attention
Use invoice aging and payment status to focus review on the receivables that need a considered next step.
Review, act, and record
Use reviewed reminders and payment instructions while recording approvals, pauses, and what changed.
Automation with a handbrake.
Tallyspoke is designed to help your team follow up without flattening customer context. When the record is uncertain or the case is sensitive, the workflow makes room for review.
Human approval comes first
Customer-facing reminder sends require review before anything leaves Tallyspoke.
Uncertainty pauses the workflow
Disputes, mismatches, missing or uncertain information, and unusual or legally significant cases pause or escalate instead of sending.
Control stays visible
Recipient opt-outs are honored, and your team can inspect decisions and audit activity.
What the pilot measures
Report observable workflow outcomes, not invented certainty.
The pilot establishes a baseline and reports what the receivables workflow can actually show. No promised recovery rate, ROI, or DSO improvement.
Payment status and recovered dollars
Report observable payment progress and recovered dollars when the records support it.
Invoice aging and monitored receivables
See aging context and which receivables are being monitored in the workflow.
Approvals, pauses, and audit activity
Review workflow decisions, opt-outs, pauses, and the activity trail around them.
What happens next
A clear path to a paid-pilot conversation.
Submit your context
Share your company, trade, commercial customer context, and where receivables follow-up gets stuck.
Confirm fit and scope
Review your current receivables workflow with us and define a measurable starting point for a paid pilot.
Review the agreed workflow
Walk through reporting, reminders, payment instructions, and the human controls that stay in place.
Apply for a paid pilot
Start with the receivables context you already have.
Share enough detail for us to understand your trade, commercial customer context, and current follow-up workflow. We’ll confirm fit and scope before any pilot begins.
Tallyspoke uses human review and does not guarantee recovery outcomes.
Applications are reviewed in the order they arrive.