InvoicePilot for agencies

Get paid faster without awkward follow-ups

Automate invoice reminders, track payments in one place, and remove admin friction so small agencies can focus on client work instead of chasing invoices.

See How It Works Save 6+ hours/month and improve cash flow predictability.
Automated follow-ups Real-time payment status Client-friendly reminders
Live reminders & tracking
SaaS dashboard showing invoice reminder schedule, payment status timeline, and overdue invoice alerts

Overdue invoices

7

Auto-reminders sent

Next payout

$18,420

Expected this week

The problem

Chasing invoices steals time and creates friction.

Small agencies lose momentum when payments require constant nudges. Manual follow-ups, scattered data, and unclear overdue status make collections feel personal instead of professional.

  • Manual chasing wastes hours

    Teams spend time emailing and calling instead of delivering client work.

  • Awkward client follow-ups

    Late reminders feel personal and can strain otherwise strong relationships.

  • Missed payments slip through

    Without consistent reminders, overdue invoices are easy to overlook.

  • Poor receivables visibility

    Spreadsheets make it hard to see what’s due and what’s at risk.

The solution

InvoicePilot keeps cash flow predictable.

Automated reminders, real-time payment tracking, and a clear receivables view let you follow up professionally while staying focused on delivery.

Automated, polite reminders

InvoicePilot schedules follow-ups at just the right cadence, every time.

Live payment tracking

See invoices move from sent to paid with automatic status updates.

Professional collections workflow

Give clients a consistent, branded experience that protects trust.

Clear receivables visibility

One dashboard shows what’s overdue, paid, or at risk, in real time.

Outcome

Faster payments, fewer awkward emails, and a cash flow view you can trust.

How it works

A simple three‑step flow to get paid faster

InvoicePilot connects to your stack, automates reminders, and gives you a clear view of every overdue invoicewithout the awkward follow-ups.

01

Connect & import invoices

Link your accounting tools and pull invoice data in minutesno manual spreadsheets.

02

Automate reminders & monitor

Set gentle schedules and let InvoicePilot track opens, replies, and overdue status.

03

Get paid with full visibility

See who paid, who needs a nudge, and whats at riskwithout manual chasing.

Automated timeline highlights where attention is needed.

InvoicePilot Features

Get paid faster with automation that feels personal.

Purpose-built for small agencies and consultants who want consistent cash flow without the back-and-forth.

Automated reminders

Schedule polite reminders that go out on time every time, so invoices never slip through the cracks.

Payment status tracking

See every invoice status in real time and keep your team aligned on what’s paid, pending, or overdue.

Overdue visibility

Instant dashboards highlight late invoices so you can act quickly without combing through spreadsheets.

Client-friendly cadence

Configure follow-ups that feel respectful and human, reducing awkward conversations with clients.

Simple reporting

Share clean snapshots of collections performance with stakeholders in seconds, not hours.

Integration-ready workflows

Connect InvoicePilot with your CRM and accounting tools to keep collections moving automatically.

Integrations

Fits right into your agency finance stack

Connect InvoicePilot to the tools you already use for accounting, invoicing, CRM, and payments. The logos below are placeholders to show typical integrations.

  • QuickBooks
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  • Xero
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  • Stripe
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  • PayPal
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  • HubSpot
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  • Salesforce
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  • FreshBooks
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  • NetSuite
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Security & Trust

Built for reliable, professional billing workflows

InvoicePilot keeps your reminders, payment status, and client visibility secure with modern safeguards. We prioritize dependable delivery, encrypted data handling, and clear audit trails so you can focus on client work instead of chasing payments.

Uptime monitored 24/7 Role-based access controls

99.9% uptime

SLA

Redundant infrastructure keeps reminders and payment tracking online when you need it most.

256-bit encryption

TLS

All invoice data and client communications are encrypted in transit and at rest.

SOC 2-ready

Compliance

Policies and controls aligned with industry standards for billing and data privacy.

Audit-ready logs

Traceable

Track reminder activity, payment events, and client responses with transparent reporting.

Pricing

Simple plans that keep your cash flow steady

Choose a plan sized for the way your agency follows up. Upgrade or downgrade any time as your client roster changes.

Starter

For freelancers
$29 /month

Automated reminders for up to 25 active invoices with clear payment status views.

  • Unlimited reminder sequences
  • Payment tracking dashboard
  • Email support

No credit card needed to get started.

Most popular

Growth

Best for small teams
$59 /month

Keep every client invoice on track with smarter follow-ups and team visibility.

  • Up to 150 active invoices
  • Auto-escalation reminders
  • Team roles + activity log

Includes guided onboarding for your first month.

Scale

For growing agencies
$99 /month

Full automation, integrations, and reporting for multi-client operations.

  • Unlimited active invoices
  • Priority integrations support
  • Advanced aging reports

Custom billing and annual discounts available.

All plans include branded reminder templates and secure payment links.

Compare full plan details →

Customer love

Get paid faster without the follow-up awkwardness

Teams running lean agencies use InvoicePilot to keep invoices moving and maintain visibility without chasing clients. Here’s what they say after switching.

4.9/5 average 120+ agencies
Paid in 8 days Creative Ops

“InvoicePilot nudges our clients at just the right moments. We shaved our average payment time by almost two weeks, and no one feels chased.”

Jenna Liu

Founder, Loftline Studio

Brand agency
No more spreadsheets Payments Lead

“We finally have a single dashboard for what’s outstanding. The automated reminders feel professional, and clients pay without the awkward emails.”

Marcus Patel

Operations Director, Northbridge Media

Content agency
Visibility wins Finance

“I can see every overdue invoice and the exact reminder schedule. It’s like having an AR assistant without adding headcount.”

Elena Romero

Head of Finance, Atlas & Oak

Strategy firm