FAQ

Questions that actually get asked

Straight answers — no marketing waffle.

What is TabNudge?

TabNudge is a cashflow follow-up tool that connects to Xero and helps you chase overdue invoices — without spending your evenings writing reminder emails. It drafts follow-ups, tracks customer replies, and adjusts automatically when someone responds.

Who is TabNudge built for?

Tradies and service businesses in New Zealand and Australia. Plumbers, electricians, builders, landscapers, painters — anyone running a small crew who doesn’t have a finance team chasing invoices for them.

How does TabNudge connect to Xero?

You sign in with your Xero account and authorise TabNudge to read your invoices. TabNudge pulls in your overdue invoices and contact details automatically — no CSV uploads or manual entry.

What happens when a customer replies to a reminder?

That’s the bit most tools get wrong. TabNudge reads your customer’s reply — if they ask a question, promise to pay, or dispute the amount, the next reminder adjusts or pauses. You don’t end up sending an awkward follow-up after someone’s already responded.

Will TabNudge send reminders without my approval?

No. Every reminder is drafted for you to review first. If something looks sensitive — a dispute, legal language, or a customer who’s gone quiet — it gets flagged for your approval before anything goes out.

How is this different from Xero’s built-in invoice reminders?

Xero’s reminders are on a fixed schedule and don’t respond to what customers say. TabNudge reads replies, adjusts tone based on the situation, groups invoices per customer, and gives you a review queue so you stay in control. Full breakdown at tabnudge.com/compare/xero-reminders.

How is TabNudge different from Paidnice?

Paidnice is a full AR automation suite — late fees, statements, payment plans, dispute workflows. TabNudge does one thing: smart, reply-aware invoice follow-up that you approve before it sends. If you have a finance team, Paidnice may be the better fit. If you are a tradie who wants overdue invoices handled without configuring rule engines, TabNudge is built for you. See tabnudge.com/compare/paidnice for the side-by-side.

Can bookkeepers use TabNudge for multiple trade clients?

Yes — and it is built for that. Each Xero org connects in about 2 minutes, your clients approve every message themselves (so they trust the system), and replies are handled automatically. If you are managing 5+ trade clients, get in touch about volume pricing. See tabnudge.com/for/bookkeepers for the details.

Does TabNudge work with Gmail?

Yes. TabNudge connects to Gmail to track replies and delivery signals. When a customer responds to a reminder, TabNudge picks it up and adjusts the workflow — so you’re not chasing someone who’s already been in touch.

What does the free trial include?

Everything. Full access to all features for 14 days, no credit card required. Connect Xero, generate reminders, track replies — the lot.

Can TabNudge handle customers who dispute an invoice?

Yes. If a customer replies with a question or dispute, TabNudge pauses the reminder sequence, flags it for your review, and drafts an appropriate follow-up that acknowledges their concern rather than pushing for payment.

What if a customer promises to pay?

TabNudge tracks it. If someone says they’ll pay by a certain date, the system moves to a "waiting for payment" state and only follows up again if that date passes without payment coming through.

Is my Xero data safe?

Yes. TabNudge uses Xero’s official OAuth integration — your Xero password is never seen. Data is encrypted in transit and at rest, and only the invoice and contact data needed to run follow-ups is accessed. You can disconnect at any time.

Does TabNudge work for Australian businesses too?

Absolutely. TabNudge supports both NZD and AUD currencies and is built for the way Kiwi and Aussie businesses operate. The tone, language, and workflows are designed for this market — not adapted from a US product.

How much does TabNudge cost?

Check the pricing page for the latest plans. It is kept simple — no per-invoice fees, no hidden charges. The free trial gives you 14 days to see if TabNudge works for your business before you pay anything.

Can I customise the tone of reminders?

Yes. You can choose from several tones — including a tradie tone that uses plain, direct NZ/AU English. No corporate jargon, no "please find attached". Just clear, professional follow-ups that sound like they came from you.

What happens after the free trial ends?

You choose a plan to continue, or your account pauses. Nothing gets deleted — your data stays safe. No surprise charges, no auto-billing without your say-so.

Still have questions?

Start your free trial and see for yourself — or get in touch for a straight answer.

14 days free · No credit card needed