Money First

See every pound owed to you. Chase it before it drifts.

Money First gives UK trades businesses a live view of cash at risk, the next invoice to chase, and the fastest path from reminder to payment.

Cash flow gets weaker when teams cannot see what needs action now.

The risk is not just unpaid invoices. It is the delay between noticing a balance, deciding what to do, and actually sending the reminder while the customer still responds quickly.

Late invoices quietly stack up

Cash leaves the business long before it comes back in when overdue invoices are buried across lists, inboxes, and memory.

Follow-ups get forgotten

The reminder you meant to send after the job gets pushed into tomorrow, then next week, until the payment is already drifting.

No clear view of what is at risk

Without one ranked cash view, teams cannot tell which balances need chasing first and which customers are becoming a problem.

A simple cash control workflow built for real teams.

Money First turns invoice follow-up from a messy admin task into a clear operating rhythm that the business can run every day.

1

See your cash position

Start the day with a clear view of unpaid invoices, due-soon balances, and what is already slipping overdue.

2

UPGIX ranks which invoices to chase

Money First surfaces the balances with the highest urgency so the team knows what to do before lower-value admin takes over.

3

Send a reminder in one tap

Open the invoice, draft the reminder, and trigger the follow-up from the same operational view without hunting through the account.

4

Get paid via Stripe or GoCardless

Move from reminder to payment quickly with connected payment flows that reduce delay and friction for the customer.

Connected to the tools that move money and records.

Money First works alongside payments and accounting systems so the team can chase the right balance and keep the financial record aligned at the same time.

Stripe

Card payments and faster settlement

GoCardless

Direct debit collection for recurring cash flow

Xero

Accounting sync for invoice and payment records

QuickBooks

Keep finance visibility aligned with operations

Cash flow control

Try Money First free for 14 days.

Put unpaid invoices, reminder timing, and cash risk into one operational view from day one.

Try Money First free for 14 days