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Built for small agencies

Get paid faster without awkward follow-ups

InvoicePilot automates invoice reminders and payment tracking so your team spends less time chasing overdue invoices and more time delivering client work.

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No credit card required Setup in under 10 minutes

Invoice Dashboard

Collection Performance

+27% on-time

Outstanding

$18,400

Auto-reminders

142

Paid this week

$32,900

Reminder automation 88%
Payment reconciliation 74%

Problem vs Solution

Stop chasing invoices. Start getting paid on time.

Small agencies lose hours every week to payment follow-ups. InvoicePilot replaces messy manual reminders with a clear, automated workflow your clients respect.

The Problem

What agencies deal with today

  • Late payments hurt cash flow

    Invoices are sent, then forgotten until revenue is already delayed.

  • Manual follow-ups eat admin time

    Teams repeatedly check due dates, draft reminders, and resend the same messages.

  • Poor visibility across invoices

    No single source of truth for what is paid, pending, overdue, or at risk.

  • Awkward client reminder emails

    Payment nudges feel personal, inconsistent, and uncomfortable to send.

The Solution

How InvoicePilot fixes it

  • Automated reminder sequences

    Trigger polite, scheduled reminders before and after due dates automatically.

  • Real-time payment tracking

    Monitor every invoice lifecycle step without spreadsheets or manual status checks.

  • Clear status visibility

    See paid, pending, and overdue balances at a glance for faster decisions.

  • Professional client communication

    Send consistent, brand-safe payment reminders that stay friendly and firm.

Want to see this in action on a real invoice workflow?

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InvoicePilot

How it works

A simple 3-step flow to reduce late payments and reclaim your team’s time.

  1. Connect your invoicing workflow

    Sync your invoicing tools and client data in minutes with guided setup.

  2. Automate reminders and tracking

    InvoicePilot sends smart follow-ups and updates payment status automatically.

  3. Get paid with less admin work

    Spend less time chasing payments and more time serving clients and growing revenue.

Features

Everything small agencies need to get invoices paid on time

InvoicePilot automates reminders, keeps everyone aligned, and gives you clear visibility from sent invoice to paid.

  • Automated reminders

    Send timely payment nudges automatically so invoices never slip through the cracks.

  • Payment status tracking

    Track sent, viewed, overdue, and paid statuses in one place without manual spreadsheet updates.

  • Client-friendly follow-ups

    Use professional message templates that keep follow-ups polite, clear, and on-brand.

  • Reminder scheduling

    Define your cadence once and let InvoicePilot send reminders at the right time, every time.

  • Team visibility

    Give finance and account managers a shared live view of invoice progress and next actions.

  • Reporting insights

    Spot late-payment trends, recovery rates, and cash-flow patterns to improve billing decisions.

Built to work with the tools your agency already uses

InvoicePilot fits naturally into your existing workflow, connecting invoicing, payments, client records, and team communication so reminders and reconciliation happen automatically.

  • Accounting
  • Payments
  • CRM
  • Team Chat
  • Project Tools
  • Docs & E-sign

More integrations are available via API and automation connectors.

Security & Trust

Built to protect your revenue data and your reputation

InvoicePilot helps small agencies automate reminders and payment tracking with enterprise-grade safeguards. Your team stays efficient, and your client data stays protected.

Uptime reliability
99.9%

Platform uptime target for dependable reminder automation and payment visibility.

Placeholder badge: Uptime SLA

Encrypted data handling
256-bit

Sensitive billing and payment data is encrypted in transit and at rest.

Placeholder badge: Encryption Standard

Compliance-ready workflows
Audit-ready

Structured logs and controls support policy-driven financial operations.

Placeholder badge: Compliance Program

Trust indicators (placeholders)

  • SOC 2 Type II (placeholder)
  • GDPR Ready (placeholder)
  • Data Processing Addendum (placeholder)
  • Status Page (placeholder)
View pricing plans Explore integrations

Pricing

Simple plans for agencies that want faster payments

Pick the plan that fits your client volume and automate invoice reminders without adding admin overhead.

Starter

Plan

$19 //mo

For freelancers and very small teams starting to automate reminders.

  • Up to 100 invoices/month
  • Automated reminder sequences
  • Payment status tracking
  • Email support
Start with Starter

Growth

Recommended

$49 //mo

For growing agencies that need more automation and visibility.

  • Up to 500 invoices/month
  • Advanced reminder scheduling
  • Shared team dashboard
  • Basic reporting insights
Choose Growth

Scale

Plan

$99 //mo

For busy agencies managing high invoice volume and multiple stakeholders.

  • Unlimited invoices
  • Priority support
  • Advanced reporting
  • Compliance and security controls
Talk to Sales

Customer stories

Trusted by small agencies that need predictable cash flow

Real teams using InvoicePilot to get paid faster, follow up confidently, and spend less time chasing invoices.

“Before InvoicePilot, we were spending hours every week writing manual reminder emails and still getting paid late. Now reminders go out automatically, clients know exactly what’s due, and our average payment time dropped from 19 days to 8.”

Maya Chen

Founder, Northline Creative

“The awkward part of collections is gone. InvoicePilot handles polite follow-ups on schedule, and we only step in when needed. It’s saved our ops team at least 6 admin hours every month.”

Daniel Ruiz

Operations Lead, Brightforge Studio

“Our account managers finally have full visibility into invoice status without pinging finance. The payment timeline is clear, overdue risk is obvious, and month-end reporting is much less stressful.”

Priya Nair

Client Services Director, Harbor & Finch Agency

“We used to lose track of who had been reminded and when. InvoicePilot gives us one clean system for reminders and payment tracking, so nothing slips and cash comes in faster.”

Owen Miller

Managing Partner, Loopline Digital

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