← All features
Finance
Recover retentions you'd otherwise forget about
Track every project retention, defect period and release date — with automated reminders so you collect on time.
+£37k
average annual retention recovered
100%
of projects tracked
0
missed release dates
Why teams switch
Automated reminders
Defect period ends in 30 days? You get a nudge to invoice.
Project-level visibility
Every project's retention status at a glance — held, due, collected.
AI insights
Spot which clients consistently delay releases and act sooner.
How it works
01
Capture
When you raise a project, log retention % and defect period.
02
Track
Dashboard shows what's held, what's due, what's overdue.
03
Remind
Auto-reminders trigger as release dates approach.
04
Collect
Generate the release invoice in one click.
What's in the box
Per-project retention tracking
Defect period calendar
Document storage per retention
Automated release reminders
AI insights on payment behaviour
Retention KPI dashboard
"We pulled in £42k of stale retention in our first 90 days using this."
Integrates with
XeroQuickBooksSage
Pairs well with
Ready to roll out Retention Tracker?
Free for 30 days. No credit card. Real onboarding from a human.