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How Recover works: find the money, draft the follow-up, you approve

Recover reads the quotes, invoices, payments and email threads your team already has. It lists every follow-up that slipped, shows the evidence behind it, and writes the email in your tone. A person on your team decides. Nothing is ever sent without your approval.

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Recover Companion overview: Reva says 4 drafts need you, AED 66,700, with counters for overdue invoices, quotes, dormant customers and renewals
The Recover Companion on an example workspace. Four drafts wait for a decision, sorted by leak type.
  • Five leak types, found automatically
  • Evidence behind every number
  • Sent from your own mailbox, after approval

The problem

The work is done. The money is still out there.

A quote goes out and nobody follows up. An invoice passes its due date while everyone is busy with the next job. A good customer goes quiet. None of it is anyone's fault. It is simply nobody's job, so it waits in the inbox until it is too late.

Recover makes it somebody's job, without adding work. It finds each follow-up, prepares it, and hands it to the right person for a one-key decision. We don't replace people. We give them back their time and make every follow-up better.

01 · The loop

Connect, find, draft, approve, track

Follow one example company through the loop. Gulf Star Trading (example) is a Dubai trading firm with a quote and an invoice that slipped.

Step 1 of 5

Connect what you already use

Connect Gmail or Outlook, install the Windows local agent, or upload the free CSV data template. Choose the route that fits your IT rules.

  • No new system for your team to learn
  • Raw email can stay on your own computers with the local agent
  • The CSV route needs no mailbox access at all
Compare the four routes
SourcesExample
Gmail
Google mailbox
Available
Outlook
Gulf Star Trading mailbox
Connected
Windows local agent
Raw email stays on the device
Available
CSV upload
Free data template
Available

Step 2 of 5

Find every follow-up that slipped

Recover scans quotes, invoices, payments, contracts and email threads. It lists every opportunity with the amount, the days idle, a score, a confidence and the evidence rows behind it.

  • Finance can check every number against the source
  • Thresholds are yours: trading quotes after 7 to 10 days, project quotes after 14 to 21
Open the evidence panel
OpportunitiesExample
Desert Rose Interiors · QT-2026-031
Quote · 36 days, no answer, no follow-up
AED 46,000
Al Noor Trading LLC · INV-000101
Invoice · 41 days overdue
AED 12,500

Step 3 of 5

Draft the email in your tone

For each opportunity Recover writes a short follow-up in your company's tone and language, using your Custom Skills: formal or friendly, Arabic or English per client, and within your rules.

  • Pulls the reference, amount and date from the evidence rows, for you to check
  • Respects guardrails such as a maximum discount
Teach Recover your style
DraftExample

To Accounts, Al Noor Trading LLC

Subject Invoice INV-000101, friendly reminder

Dear Al Noor team,

I hope you are well. This is a friendly reminder that invoice INV-000101 for AED 12,500 is now past its due date. Could you let us know when we can expect payment? If it is already on its way, please ignore this note.

Kind regards,
Gulf Star Trading

Tone: friendly reminder · Language: English

Step 4 of 5

A named person approves

The owner, a sales lead or a finance manager approves, edits or rejects each draft. An unapproved send is refused by the system, and the approver is recorded. Approved emails go out from your own mailbox, with your signature and logo.

  • In the Example, both follow-ups were approved in under a minute from the Companion
  • Approve with Y, reject with N
Try the approval demo
Needs approval · 1 of 2Example

Al Noor Trading LLC

Invoice INV-000101, friendly reminderAED 12,500

Reject NApprove Y

Approver recorded on every decision.

Step 5 of 5

Track it to paid

Every approved follow-up moves through a funnel: sent, replied, won, paid. The dashboard shows "Confirmed recovered" value, so you can see what the follow-ups brought back.

  • One view for the owner, sales and finance
  • Missions keep each person on their part of the job
See team missions
FunnelExample
  1. Sent2
  2. Repliedwaiting
  3. Wonwaiting
  4. Paidwaiting
Confirmed recoveredUpdates as replies and payments arrive

Step 1 of 5

02 · What Recover finds

Five revenue leaks, each with its evidence

Revenue leaks at every hand-off in the customer cycle: from the first enquiry to the renewal. Select a leak to see what Recover shows your team, and why it was flagged.

Forgotten quote Example

Desert Rose Interiors · QT-2026-031

AED 46,000

Days idle
36
Score
88
Confidence
High

Why flagged: Quotation sent 36 days ago. No reply from the customer and no follow-up from your side. Your project-quote threshold is 21 days.

Evidence rows for quote QT-2026-031
SourceRecordDetail
QuoteQT-2026-031AED 46,000 · status open
EmailSent to Desert Rose InteriorsQuotation attached · 36 days ago
ThreadSame conversationNo reply received, no follow-up sent

Suggested action: a short, polite note asking whether the quotation is still under review, with an offer to answer questions. Draft ready

Overdue invoice Example

Al Noor Trading LLC · INV-000101

AED 12,500

Days overdue
41
Score
92
Confidence
High

Why flagged: The invoice is 41 days past its due date and AED 12,500 is still owed. Partial payments are counted, so the amount shown is what remains open.

Evidence rows for invoice INV-000101
SourceRecordDetail
InvoiceINV-000101Due 41 days ago
PaymentsMatched to this invoiceAED 12,500 still open
EmailInvoice sent to Al Noor accountsNo reminder since

Suggested action: a friendly reminder that quotes the invoice number, amount and due date. Draft ready

Dormant customer Example

Example customer: a regular buyer gone quiet

AED 5,000

Days since last order
132
Score
71
Confidence
Medium

Why flagged: This customer used to order regularly. The last order was 132 days ago, past your dormant threshold of 120 days. The amount is their typical order value.

Evidence rows for a dormant customer
SourceRecordDetail
InvoicesOrder historyRegular orders, typical value AED 5,000
InvoiceLast order132 days ago
EmailLast contactNo check-in since the last delivery

Suggested action: a warm check-in that mentions what they usually order and asks if anything has changed. Draft ready

Contract renewal Example

Example contract: annual maintenance agreement

AED 3,200

Days to end date
21
Score
80
Confidence
High

Why flagged: The contract ends in 21 days and there is no renewal quote or conversation in progress.

Evidence rows for a contract renewal
SourceRecordDetail
ContractAnnual agreementEnds in 21 days · AED 3,200
QuotesRenewal quoteNone found
EmailRenewal conversationNone found

Suggested action: a renewal note that confirms the end date and offers to send the renewal terms. Draft ready

Unanswered enquiry Example

Example enquiry: request for a price

Not stated

Days without reply
4
Score
76
Confidence
Medium

Why flagged: An inbound email asked for a price and a meeting. Nobody on the team replied.

Evidence rows for an unanswered enquiry
SourceRecordDetail
EmailInbound from a new contactAsks for a price and a meeting · 4 days ago
ThreadSame conversationNo reply sent

Suggested action: a prompt reply that thanks them, confirms the request and proposes a time to talk. Draft ready

Example data for illustration. Thresholds are tunable: trading quotes 7 to 10 days, project quotes 14 to 21 days, dormant customers 90 to 180 days are typical settings.

03 · Getting started

Four ways to connect. Pick the one that fits your rules.

Some teams want a live mailbox connection. Some need raw email to stay on their own computers. Some want to see a result before connecting anything. Recover works with all three.

Which route suits you?

Where do your quotes and invoices go out from?
What do you want first?

Answer both questions and we will highlight the best starting point.

Gmail

Suits: teams that quote and invoice from Google mailboxes.

  • Scans quotes, invoices and threads
  • Approved emails go out from your Gmail, with your signature and logo

Outlook

Suits: teams that quote and invoice from Outlook.

  • Scans quotes, invoices and threads
  • Approved emails go out from your Outlook, with your signature and logo

Windows local agent

Suits: firms where raw email must stay on company computers.

  • Indexes email and accounting exports on your own PC
  • Raw email stays on the device; only redacted records sync
  • Windows only, needs admin rights to install
How privacy modes work

04 · The approval gate

You see the evidence. You decide. Then it sends.

Nothing is ever sent without your approval. Recover prepares the decision so that making it takes seconds, not a morning.

What the approver sees

  • The customer, the amount and the days idle
  • Why it was flagged, with the evidence rows behind it
  • The score and the confidence
  • The full draft, ready to read and edit

What the system enforces

  • An unapproved send is refused by the system
  • Every approval is logged with who approved it
  • Approved emails go out from your own mailbox
  • Guardrails such as a maximum discount and maximum contacts per day

Try it: approval queue

Example

Click into this panel, then press Y to approve, N to reject, R to read the draft.

1 of 2

Al Noor Trading LLC needs approval

Invoice INV-000101, friendly reminderAED 12,500

Why: 41 days overdue, AED 12,500 still owed.

Audit log

  1. No decisions yet.

05 · Recover Companion & Reva

Approvals on your desktop, with Reva

The Recover Companion is a small Windows desktop app that stays on top of your work. Reva, the Recover character, tells you what needs approval, lets you decide with one key and lets you read the draft or chat. It is included with every plan and the free trial.

Recover Companion greeting: Reva smiles and says Hi, I'm Reva, your Recover companion
Reva greets you when the Companion starts. Moods include greeting, approval, working, finished and sleeping.
Companion approval card: Al Noor Trading LLC needs approval, invoice INV-000101 friendly reminder, AED 12,500, with Reject N, Approve Y and Read buttons
One draft at a time: approve with Y, reject with N, or read it first. Example data.
Companion chat: the user asks which invoices are overdue and Reva answers that Al Noor Trading LLC owes AED 12,500, 41 days, with a reminder drafted for approval
Ask a question on live data. The answer comes with the draft ready. Example data.
The same approval card in the Arabic right-to-left interface, with the amount shown in dirhams
The same approval card in Arabic, right to left. Example data.

Always on top, never in the way

A small island on your desktop shows what needs approval and notifies you of new drafts. Approve or reject with one key.

A wardrobe that fits your team

Classic Reva, Reva · Khaleeji (shayla or hijab, abaya) and Rayan (ghutra or red shemagh, thobe), with seasonal touches for Ramadan and Eid. Modest wear is always the user's choice.

Reva P1, on your desk Prototype

A desk robot that raises her hand when something waits for approval. It never approves or sends anything. Prototype in development; reservation is free and non-binding.

Reserve Reva P1

More about Reva and the Companion

Chat copilot

Ask in plain words. Get the answer and the draft.

The chat copilot works on your live data. Ask "Which invoices are overdue?" and get the answer with the drafts ready for approval. Ask why something was flagged, and Reva shows the reason.

Pick a question to see an example answer.

Chat with RevaExample
  1. Which invoices are overdue?
  2. You have 1 overdue invoice: Al Noor Trading LLC owes AED 12,500 (41 days). I drafted a friendly reminder. It is waiting for your approval.

06 · Custom Skills

Teach Recover your business, your knowledge and your way of working

Every company follows up differently. Custom Skills give Recover your company context, and Recover uses your data and your Skills in every scan and every draft.

House style

How your emails look and read: greeting, sign-off, length, what to always include.

"Keep follow-ups under 90 words. Always quote the reference number."

Tone

Formal or warm, by leak type and by customer. A first reminder is not a final notice.

"First invoice reminder: friendly. Second: polite and direct."

Etiquette

Language and courtesy per client, the way your best people already do it.

"Formal Gulf etiquette; Arabic/English per client."

Product and service knowledge

What you sell, how it is delivered, what customers usually ask. Drafts use what you actually sell.

"Annual maintenance includes two site visits. Mention it at renewal."

Rules and guardrails

Hard limits Recover will not cross, like a maximum discount or contacts per day.

"Never offer a discount above 5%."

No data science project

You describe how you work. Recover applies it. You review every draft before it is sent, so you can see your Skills at work.

Quoted Skills are examples.

Try the skill builder

Choose a tone and a rule, and watch the same follow-up change.

The interactive skill builder loads here. In Recover, you add Skills such as "Formal Gulf etiquette; Arabic/English per client" or "Never offer a discount above 5%", and every draft follows them.

07 · Reva as a coach

Reva briefs you before every follow-up

Each person on the team gets a short briefing: what waits for them, why each item was flagged, and what is still open for that customer. Ask a follow-up question and Reva answers on live customer data.

Available today

  • What waits for each person
  • Why each opportunity was flagged
  • Answers on live customer data in chat

Coming soon

  • Coaching from each customer's history: last orders, what tone worked
  • What to say next, after a reply

Good morning. Here is your briefing. Example

  • Waiting for your approval2 drafts
  • Value coveredAED 58,500
  • Largest itemDesert Rose quote, 36 days

Both drafts follow your Skills. Press Y or N in the Companion.

Before you follow up with Desert Rose Interiors Example

  • Open quoteQT-2026-031
  • AmountAED 46,000
  • Why flagged36 days, no reply, no follow-up

Draft ready: a short note asking whether the quotation is still under review.

Before you chase Al Noor Trading LLC Example

  • Open invoiceINV-000101
  • Still owedAED 12,500
  • Days overdue41

Draft ready: a friendly reminder quoting the number, amount and due date.

08 · Team roles and missions

Everyone knows their part of the follow-up

Give people roles and missions. A mission is a goal with clear steps, so sales, finance and account managers each see the work that is theirs, and the owner sees all of it.

Mission Example

Collect overdue

  1. Review invoices flagged as overdue
  2. Approve the reminders
  3. Track replies through to paid

Mission Example

Revive quotes

  1. Review quotes with no answer
  2. Approve the follow-ups
  3. Track replies through to won

Mission Example

Win back

  1. Review customers who have gone quiet
  2. Approve the check-ins
  3. Track the next order

09 · Built for the Gulf

Multi-currency, and Arabic from right to left

Quote in dirhams, invoice in riyals, keep your books in one currency. Work in English or Arabic, and write to each client in their language.

Currencies

  • AED
  • SAR
  • QAR
  • KWD
  • BHD
  • OMR
  • USD
  • EUR
  • and others

A books currency setting keeps your totals in the currency your accounts use.

Interface languages

  • English
  • العربية
  • Deutsch
  • Français
Approval card in English: Al Noor Trading LLC, invoice INV-000101, AED 12,500
English interface. Example data.
Approval card in the Arabic right-to-left interface: approve and reject buttons in Arabic, amount 12,500 dirhams
Arabic interface, right to left, with the amount in dirhams. Example data.

10 · Where Recover fits

Works with your tools, replaces none of them

Recover is a follow-up layer between the mailbox, the books and the CRM. Everything you rely on today stays where it is.

Your mailbox

StaysGmail or Outlook, your signature, your logo

Recover addsApproved follow-ups sent from it, in your name

Your books

StaysThe ledger, VAT and e-invoicing

Recover addsA view of what is overdue, with partial payments counted

Your CRM

StaysYour pipeline and how you manage it

Recover addsThe follow-ups that fall between systems

Your people

StaysEvery decision, every relationship

Recover addsTime back, and a better follow-up every time

Questions

Product questions, answered

Does Recover ever send an email on its own?

No. Every follow-up is a draft until a named person approves it. An unapproved send is refused by the system, and every approval is logged with who approved it. Approved emails go out from your own mailbox. Read about security and privacy.

Do we have to connect our mailbox to try Recover?

No. Copy the free data template, fill it with your quotes, invoices and customers, and upload it for a CSV Revenue Leak Audit. It is the fastest route to a first result and needs no mailbox access.

Which email systems does Recover work with?

Gmail and Outlook. If raw email must stay on your company's computers, the Windows local agent indexes email and accounting exports on the device and syncs only redacted records.

How does Recover learn our way of working?

Through Custom Skills. You give Recover your house style, tone, etiquette, product and service knowledge and your rules, such as a maximum discount. Recover uses your data and your Skills in every scan and every draft.

Does Recover replace our CRM, accounting software or staff?

No. Recover is a follow-up layer between the mailbox, the books and the CRM. It does not replace the ledger, VAT or e-invoicing, the CRM pipeline or your people. It gives your team back time and makes every follow-up better.

Which currencies and languages are supported?

Gulf currencies (AED, SAR, QAR, KWD, BHD and OMR) plus USD, EUR and others, with a books currency setting. The interface is available in English, Arabic (right-to-left), German and French.

Is the Recover Companion app included?

Yes. The Recover Companion Windows desktop app with Reva is included with every plan and with the free trial.

How much does Recover cost?

Plans start at $99 per month (Starter), with Growth at $249 and Scale at $449. Annual billing includes two months free. Every plan starts with a 14-day free trial with 1,000 tokens, and there are no overage charges. Compare plans.

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