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InvoicePilot · AR Automation

Get paid faster without awkward follow-ups

InvoicePilot automates invoice reminders and payment tracking for small agencies — so your team stops chasing clients and starts closing books on time.

Improve cash flow visibility — see what's paid, pending, and overdue at a glance.

app.invoicepilot.io

Outstanding

$48,290.00

12.4%

Recent Invoices

Northwind Studio

INV-2041 · Paid

$3,200

Halcyon Agency

INV-2042 · Reminder sent

$5,750

Bright Loop Co.

INV-2039 · Due in 2 days

$1,840

The AR problem, solved

Stop chasing. Start collecting.

Manual invoice follow-up drains your team and your cash flow. Here's what changes when InvoicePilot takes over.

The Problem

Chasing payments manually

Hours lost every week sending one-off reminders, copy-pasting due dates, and digging through email threads to confirm what's been paid.

No visibility on overdue invoices

Cash flow becomes a guessing game when overdue balances are scattered across spreadsheets, inboxes, and accounting tools.

Awkward client follow-ups

Nobody likes asking a client "any update on payment?"—especially when the relationship matters more than the invoice.

The InvoicePilot Way

Automated, on-brand reminders

Set a cadence once. InvoicePilot sends polite, personalized nudges before and after the due date—so you never have to write another follow-up.

Real-time payment tracking

A single dashboard shows what's paid, pending, and overdue—with cash flow forecasts that update the moment a client clicks "pay."

Smarter communication timing

Reminders go out at the right tone and the right moment, keeping client relationships warm while still getting you paid faster.

How it works

Get paid faster in three simple steps

From connecting your first invoice to closing out overdue balances, InvoicePilot quietly handles the follow-ups so you can focus on the work that actually pays.

  1. 01
    Step one

    Connect invoices or workflow

    Sync with QuickBooks, Xero, Stripe, or upload a CSV in minutes. InvoicePilot maps your customers and outstanding balances automatically.

    2-minute setup
  2. 02
    Step two

    Schedule smart reminders

    Pick from polite, firm, or custom cadences. We send friendly nudges on your behalf so you never have to write another awkward follow-up.

    Fully customizable
  3. 03
    Step three

    Track payments and overdue status

    A live dashboard shows what's paid, pending, or overdue at a glance. Forecast cash flow and resolve collections without spreadsheets.

    Real-time visibility
Features

Everything you need to get paid, without the awkward follow-ups.

InvoicePilot quietly does the chasing for you, so your team can focus on the work that actually grows the business.

Automated Reminder Sequences

Set it once and let polite, on-brand reminders go out on the perfect cadence until invoices get paid.

Real-Time Payment Tracking

See every invoice's status at a glance — sent, viewed, overdue, or paid — without digging through email.

Client-Friendly Messaging

Warm, professional templates that protect the client relationship while still moving payments forward.

Team Visibility Dashboard

Give finance, ops, and account leads one shared view of cash flow, aging, and outstanding balances.

Integrations-Ready Workflow

Plugs into QuickBooks, Xero, Stripe, and the tools your team already trusts — no rip-and-replace.

Customizable Follow-Up Timing

Fine-tune intervals, tone, and escalation rules to match each client and how your business prefers to chase.

Built for lean teams. Set up in minutes, see results on your next invoice cycle.

Integrations

Works with your existing workflow

InvoicePilot slots into the tools your agency already runs on — no rip-and-replace, no retraining, no awkward handoffs.

  • Ledgerly

    Accounting

  • PayRail

    Payments

  • ClientHub

    CRM

  • Mailwave

    Email

  • GridSheet

    Spreadsheets

  • TaskBoard

    Project Mgmt

Plus a flexible API and Zapier connector — fit InvoicePilot into the way your agency already works.

See how it fits
Security & Trust

Dependable payment operations your agency can rely on

InvoicePilot is built for finance teams who can't afford downtime or data risk. We protect every reminder, payment record, and client detail with enterprise-grade infrastructure.

Live

99.99%

Uptime guarantee

Multi-region failover and 24/7 monitoring keep your reminders sending and your dashboards loading — even on month-end crunch days.

AES-256

End-to-end.

Encryption at every layer

Data is encrypted in transit with TLS 1.3 and at rest with AES-256. Client invoices, payment data, and contact details stay sealed end-to-end.

Audited
SOC 2 Type II GDPR PCI DSS CCPA

Compliance you can show clients

Independently audited and aligned with the standards your enterprise clients expect — so procurement reviews move faster.

Daily encrypted backups
SSO & role-based access
Real-time status page
View security overview
Pricing

Simple pricing that pays for itself

Start free, upgrade when you're ready. Every plan includes automated reminders and live payment tracking, so getting paid faster never feels awkward.

Starter

For solo consultants and very small teams

$19 /month
Start with Starter
  • Automated invoice reminders
  • Basic payment tracking
  • 1 team seat
  • Email support
Most Popular

Growth

For growing agencies that need more visibility

$49 /month
Choose Growth
  • Everything in Starter
  • Advanced reminder workflows
  • Shared team dashboard
  • Integrations-ready setup
  • Priority support

Scale

For agencies managing higher invoice volume

$99 /month
Talk to Sales
  • Everything in Growth
  • Multi-client workflow views
  • Custom reminder timing
  • Expanded reporting
  • Dedicated onboarding

All plans include a 14-day free trial. No credit card required. Cancel anytime.

Loved by finance teams

Less chasing. More cash flow.

Hear from operators who reclaimed their week and finally got paid on time \u2014 without the awkward emails.

"We used to spend half of every Friday writing ‘just checking in’ emails. InvoicePilot quietly handles the follow-ups now \u2014 and our average payment time dropped from 42 to 19 days."

MR
Maya Rodriguez
Founder, Northbound Creative \u2014 Branding Agency

"The visibility is the real win. I open one dashboard every Monday and know exactly which clients are at risk, what's overdue, and what's likely to land this week. No spreadsheets required."

DC
Daniel Cho
Operations Lead, Lattice & Loom \u2014 Web Development Studio

"Reminders sound polite and on-brand \u2014 not robotic. Clients still pay on time, and I never have to draft another awkward ‘friendly nudge’ at 11pm. It saves me at least six hours a week."

PA
Priya Anand
Finance Manager, Helio Consulting \u2014 B2B Strategy Firm

"As a two-person ops team supporting 30+ retainer clients, we couldn't keep up. InvoicePilot replaced three tools and a very stressful spreadsheet. Cash flow is finally predictable."

JW
Jordan Whitfield
Head of Operations, Field & Forge \u2014 Marketing Agency
4.9/5
Average customer rating
2,400+
Teams getting paid faster
Start your free trial