InvoicePilot

Accounts receivable automation

Get paid faster without awkward follow-ups

InvoicePilot automates reminders and payment tracking for small agencies, so you stay on top of cash flow without manual chasing.

See How It Works

Trusted by agencies to cut late payments.

SOC 2 Ready 256-bit Encryption 99.9% Uptime

InvoicePilot dashboard showing invoice statuses, automated reminder schedule, and payment tracking metrics

72%

Paid on time

14

Reminders sent

$42k

In collection

Problem vs Solution

Stop chasing payments. Start running your agency.

InvoicePilot replaces awkward follow-ups with clear, automated communication that keeps projects and cash flow moving.

Purpose-built for agency receivables

The problem today

Teams lose hours to chasing invoices and still lack confidence in what’s been paid.

Chasing invoices manually

Endless email threads and spreadsheet updates.
Awkward client follow-ups

Payment reminders feel personal and uncomfortable.
Missed due dates

Invoices slip past deadlines without visibility.
Poor payment visibility

Teams can’t forecast cash flow confidently.

The InvoicePilot way

Automated workflows keep clients informed while you stay focused on delivery.

Automated reminders

Schedule friendly nudges at every milestone.
Clear payment tracking

See every invoice status at a glance.
Better cash flow visibility

Forecast receipts and plan growth with confidence.
Professional communication

Keep relationships warm and invoices on time.

How it works

A clear, three-step path to faster payments

InvoicePilot connects to your existing tools, runs the nudges for you, and keeps every payment visible in one timeline.

1

Connect your workflow

Sync your invoicing, CRM, or accounting stack in minutes and pull in existing invoice data.

2

Automate reminders

Set smart schedules and tone-safe templates that follow up without you lifting a finger.

3

Track payments in real time

Monitor statuses, spot at-risk invoices, and report on cash flow as it happens.

Product highlights

Six ways InvoicePilot removes payment friction

Purpose-built automation keeps your team aligned, your clients informed, and your cash flow predictable.

Automated reminders

Send polite follow-ups on schedule without lifting a finger.

Live payment tracking

See invoice status and payment history in real time.

Overdue alerts

Get notified the moment a payment crosses your threshold.

Client-friendly messaging

Templates keep outreach professional and on brand.

Team visibility

Shared dashboards keep finance and ops aligned.

Reporting insights

Spot trends in late payers and forecast cash flow.

Trusted workflow integrations

Built for small agencies that run on reliable tools

InvoicePilot connects with the essentials so your reminders and payment tracking live where your team already works.

CRM

Accounting

Payments

Email

Project Tools

Time Tracking

More integrations available on request

Security & Trust

Reliable, secure payment follow-up built for agencies

InvoicePilot keeps your payment tracking professional and protected. Automated reminders go out on time, every time, while your invoice data stays encrypted and compliant.

99.9% reminder delivery uptime

Dependable scheduling ensures clients receive reminders when they should, without manual chasing.

Encrypted invoice activity

Secure payment tracking protects client details in transit and at rest with modern encryption.

Agency-ready trust standards

Built to meet modern compliance expectations and reassure your finance stakeholders.

Trust Signals

Security posture at a glance

Uptime

99.9% SLA

Reliable delivery pipeline

Encryption

AES-256

Data secured end-to-end

Compliance

SOC 2 Ready

Audit-friendly records

Badge Placeholder

Add your standard

Custom trust mark

Secure payment tracking, without extra overhead

Give your clients confidence with transparent reminder history, audit-ready logs, and a platform designed for finance teams.

PRICING

Plans that scale with your receivables

Choose a plan built for predictable follow-ups, clear payment tracking, and faster cash flow.

Starter

$19 /mo

Best value

For freelancers and very small teams starting to automate reminders.

Up to 100 invoices/month
Automated reminder sequences
Payment status tracking
Email support

Growth

$49 /mo

Recommended

For growing agencies that need better visibility and control.

Up to 500 invoices/month
Custom reminder timing
Team visibility dashboard
Overdue alerts and reporting

Scale

$99 /mo

Best value

For established agencies managing higher invoice volume.

Unlimited invoices
Advanced reporting insights
Priority support
Multi-user access and controls

All plans include unlimited reminders, smart scheduling, and live payment status.

Customer love

Teams get paid faster without awkward nudges

From boutique agencies to finance teams, InvoicePilot keeps payments on track with friendly automation and real-time visibility.

94% of invoices paid on time

SB

“InvoicePilot made follow-ups feel polite and automatic. We cut our average payment time by a week without a single awkward email.”

Samantha Boyd

Owner, Brightline Creative

Paid 7 days faster

JK

“We finally have visibility into who paid, who needs a nudge, and what’s at risk. The dashboard is clean and perfect for weekly check-ins.”

Jordan Kim

Ops Lead, Northbridge Studio

Full visibility

ML

“The tone of the reminders is professional and friendly. Clients pay on time and I spend less time drafting follow-ups.”

Maya Lopez

Finance Manager, SignalWorks

Less manual work

AH

“InvoicePilot syncs with our workflow and keeps every project billed. Our founders can see cash flow in seconds.”

Avery Hughes

Agency Director, Harbor & Co.

Cash flow clarity