Built for small agencies

Get paid faster without awkward follow-ups

InvoicePilot automates polite payment reminders, tracks invoice status in real time, and gives your agency a clear view of cash flow — so you stop chasing clients and start getting paid on time.

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No credit card required — live in under 10 minutes
Abstract dashboard illustration showing invoice tracking cards, payment status charts, and automated reminder timeline
The Shift

From chasing payments to running a system

Small agencies lose hours every week on manual invoice follow-ups. InvoicePilot turns that chaos into a clean, automated workflow.

Without InvoicePilot

  • Chasing invoices manually

    Digging through spreadsheets and email threads to figure out who still owes what.

  • Awkward follow-up emails

    Nudging clients about late payments feels uncomfortable and hurts the relationship.

  • Unclear payment status

    No single view of who's paid, who's late, and what's coming due next.

  • Lost time on admin

    Hours each week spent tracking and re-tracking invoices instead of billable work.

With InvoicePilot

  • Automated reminders

    Scheduled follow-ups go out on autopilot, right on time, every time.

  • Organized payment tracking

    One dashboard shows every invoice, its status, and what's due next.

  • Professional communication

    Branded, polite messaging keeps client relationships intact and stress-free.

  • Clear cash-flow visibility

    Know exactly what's incoming and when, so you can plan with confidence.

How it works

Get paid faster in three simple steps

No awkward follow-ups, no spreadsheets. InvoicePilot handles the chasing so you can focus on the work.

  1. 01

    Connect & import

    Sync your invoicing tool or import payment data in minutes. No migrations, no manual data entry.

  2. 02

    Automate reminders

    Set friendly, on-brand reminder sequences that go out automatically and track every response.

  3. 03

    See results & get paid

    Track cash-flow at a glance and watch invoices get paid faster — without a single awkward call.

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Core Features

Everything you need to get paid on time

InvoicePilot handles the follow-up so your team can focus on client work — while keeping every conversation professional and on-brand.

Automated Reminders

Send polished, on-time payment reminders automatically — no more chasing clients manually or forgetting a follow-up.

Payment Status Tracking

See at a glance which invoices are paid, pending, or overdue — with real-time cash-flow visibility across every client.

Client-Friendly Messaging

Reminders read like a helpful nudge, not a collections notice — keeping client relationships warm while you get paid.

Flexible Reminder Scheduling

Set custom cadences per client or invoice — from gentle pre-due nudges to firmer follow-ups once overdue.

Team Visibility

Give your whole team a shared view of every account's payment status, so nothing slips through the cracks.

Reporting & Audit Trail

Every message and payment event is logged, giving you clear reports and a full history for accountability.

Integrations

Fits right into your existing stack

InvoicePilot connects with the accounting, invoicing, CRM, and communication tools agencies already rely on—no workflow overhaul required.

LedgerBooksAccounting
InvoiceHubInvoicing
ClientSphereCRM
PayStreamPayments
ChatDeskCommunication
TaskFlowProject Mgmt

Don't see your tool? Our open API and Zapier support make custom connections easy.

Security & Trust

Built for agencies that can't risk downtime or data leaks

InvoicePilot handles sensitive client and payment data every day. Our infrastructure, encryption, and compliance practices are designed to keep your operations running and your data protected.

99.9%

Uptime SLA

Redundant infrastructure and continuous monitoring keep reminders and payment tracking running without interruption.

256-bit

AES Encryption

All client, invoice, and payment data is encrypted in transit and at rest using industry-standard protocols.

Audited

Compliance Program

Independently reviewed data handling and access controls, aligned with SOC 2 and GDPR requirements.

Compliance & certifications

SOC 2 Type II compliance badge
GDPR compliance badge
ISO 27001 certification badge
PCI DSS compliance badge

Daily automated backups protect every invoice and reminder record.

Role-based access control keeps client data visible only to your team.

24/7 infrastructure monitoring catches issues before they affect your workflow.

Pricing

Simple pricing that pays for itself

Pick the plan that matches your agency's size. Every tier includes automated reminders and real-time cash-flow visibility.

Starter

For freelancers and very small teams getting started with automated reminders.

$$19//month
  • Up to 100 invoices/month
  • Automated reminder sequences
  • Basic payment tracking
  • Email support
Start with Starter
Most Popular

Growth

For growing agencies that need more visibility and control.

$$49//month
  • Up to 500 invoices/month
  • Custom reminder workflows
  • Shared team visibility
  • Reporting dashboard
Choose Growth

Scale

For busy agencies managing high invoice volume and multiple clients.

$$99//month
  • Unlimited invoices
  • Advanced tracking and reports
  • Priority support
  • Multi-team collaboration
Talk to Sales

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

Trusted by agencies

Agencies get paid faster, without the awkward chase

Real teams use InvoicePilot to cut admin time, keep cash-flow visible, and let automation handle the follow-up conversations they used to dread.

"We used to spend an entire Friday chasing overdue invoices over awkward emails. Now InvoicePilot handles the reminders automatically, and our average payment time dropped from 34 days to 19."
MR
Maya Reyes
Founder, Brightline Creative Co.
"Our clients actually thanked us for the reminders. They feel professional, not pushy. It changed how we get paid."
DK
Daniel Kwan
Ops Lead, Northfield Studio
"I finally have real visibility into what's outstanding without building another spreadsheet. The dashboard tells me exactly where our cash stands."
SP
Sara Patel
Finance Manager, Loop & Line Agency
"Setup took twenty minutes and it paid for itself within the first month. We cut admin hours spent on collections by more than half and clients still say our comms feel personal."
JT
Jordan Tate
Founder & CEO, Kindred Digital Group