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Connect or import invoices
Sync your billing tool or upload your existing workflow.
Pull invoices from your accounting platform or import a CSV so every open balance is ready to be tracked.
InvoicePilot
Get paid faster without awkward follow-ups
InvoicePilot automates invoice reminders, payment tracking, and follow-up workflows for small agencies so you spend less time chasing invoices and improve cash flow.
See How It Works
Trusted by fast-growing agencies to reduce overdue invoices.
Automated nudges
Real-time payment status
Zero awkward chasing
Paid this week
$42,180
+18% vs last week
Overdue
6 invoices
Auto-follow-up scheduled
Problem
Chasing invoices steals time and momentum.
Small agencies lose hours to awkward follow-ups, scattered spreadsheets, and a foggy view of who has paid.
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Awkward follow-ups
Clients get nudged manually, often too late or too often.
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Missed reminders
Important due dates slip because there’s no automated cadence.
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Unclear payment status
Inboxes and spreadsheets hide what’s paid, overdue, or pending.
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Manual spreadsheets
Updates require constant copy-paste and brittle file management.
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Delayed cash flow
Late payments slow hiring, delivery, and growth plans.
Solution
InvoicePilot keeps payments on time and communication professional.
Automated reminders, centralized tracking, and clear status updates replace awkward check-ins.
Automated reminders
Smart sequences reach clients at the right time without manual effort.
Centralized tracking
Every invoice lives in one dashboard with clean filters and statuses.
Clear status visibility
Paid, overdue, and scheduled statuses are always visible to the team.
Professional communication
Templates keep messaging consistent and respectful while you get paid.
Outcome
Fewer overdue invoices, faster payments, and a calm accounts receivable flow.
HOW IT WORKS
Three steps to faster, friction-free payments
InvoicePilot keeps your agency’s cash flow moving without the awkward follow-ups. Set it once, then let the workflow do the chasing.
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Automate smart reminders
Personalized sequences that adapt to responses.
Launch tailored follow-ups by due date, client tier, or invoice size—InvoicePilot keeps the conversation clear and professional.
3
Monitor payments & reduce delays
Clear status tracking across every client.
Track outcomes in real time, see which invoices are at risk, and improve collections without extra admin work.
Features
Everything you need to get invoices paid faster
InvoicePilot keeps your follow-ups consistent, your team aligned, and your cash flow visibleso you never wonder whats overdue again.
Automated reminders
Send polite, on-brand follow-ups automatically so you never chase invoices manually.
Payment tracking dashboard
See paid, pending, and overdue invoices in one glance with real-time totals.
Reminder scheduling
Set cadence rules per client so your reminders follow the right timeline automatically.
Client status visibility
Clients can view payment status and next steps without emailing your team.
Team collaboration notes
Leave internal notes and ownership tags so everyone knows whos handling the follow-up.
Reporting insights
Track aging trends and client risk so you can take action before cash flow dips.
Integrations
Works with the tools you already use
Connect InvoicePilot to your accounting, invoicing, and agency workflow stack in minutes.
More integrations available through CSV import and webhook connections.
Security & Trust
Dependable invoice workflows your clients can trust
InvoicePilot automates reminders and payment tracking while keeping every interaction secure, polite, and professional. Your team gets paid faster without risking client trust or compliance.
Encrypted notification flows protect sensitive payment details end to end.
Automated escalation rules ensure follow-ups stay consistent and respectful.
Operational monitoring keeps reminders on schedule and payments visible.
Uptime
Status badge
99.98%
Always-on reminder delivery across regions.
Encryption
Security badge
AES-256
Secure data at rest and in transit.
Compliance
Audit badge
SOC 2
Industry-standard controls and reviews.
PRICING
Plans that fit the way agencies get paid
Choose a plan built for steady collections, clearer cash flow, and less time chasing invoices.
Starter
For freelancers and small teams sending fewer than 75 invoices per month.
$29
/ month
- Automated reminder sequences
- Payment status dashboard
- Client-friendly payment links
Recommended
Growth
For agencies managing recurring retainers and multiple account owners.
$59
/ month
- Smart follow-up timing based on client behavior
- Team assignments and approval flows
- Priority bank transfer tracking
- Slack + email collection alerts
Scale
For multi-team agencies with higher invoice volume and custom needs.
$109
/ month
- Advanced collections reporting
- Custom reminder templates per client
- Dedicated success onboarding
- API access for finance ops
All plans include secure payment links, automated receipts, and live invoice status.
Need annual billing? Contact usCustomer testimonials
Agencies get paid faster, without the awkward chase
Operators and finance leads use InvoicePilot to automate reminders, stay on top of aging invoices, and spend less time following up.
“
InvoicePilot removed the awkward follow-up emails. Our clients now get gentle, automated reminders and we get paid about a week faster.
Lena Morris
Operations Lead, Boutique Creative Studio
“
We finally have real-time visibility into who owes us what. The dashboard makes cash flow planning feel sane again.
Darryl Chen
Founder, Growth Marketing Agency
“
Our PMs don’t have to chase invoices anymore. The automation saved us hours every month and reduced admin overhead.
Priya Singh
Client Services Director, Digital Strategy Shop
“
The reminder sequences feel professional, not pushy. We’re collecting faster while keeping client relationships strong.
Marco Ruiz
Finance Manager, Production Agency