Automated Reminders
Friendly, on-brand payment nudges go out automatically on your schedule, so no invoice slips through the cracks.
Built for small agency owners
Get paid faster without awkward follow-ups.
InvoicePilot automates invoice reminders, tracks payment status in real time, and helps small agencies reduce late payments — all while keeping client relationships smooth and professional.
See How It Works
No credit card required · Setup in minutes
- 40%
- Fewer late payments
- 3×
- Faster follow-ups
- 5 min
- Setup time
Invoice #1042
Paid on time
3 reminders sent
Automatically
The Shift
Chasing payments shouldn't be part of the job
See how small agencies move from manual, awkward collections to a calm, automated payment workflow.
Without InvoicePilot
Unpaid invoices pile up
Invoices go out and quietly slip past due dates with no one keeping score.
Awkward, manual follow-ups
Chasing clients for money feels uncomfortable and eats into billable hours.
No visibility into payment status
Spreadsheets and inboxes make it impossible to know who's paid and who isn't.
Cash flow gets squeezed
Delayed payments strain payroll, vendor bills, and growth plans alike.
With InvoicePilot
Automated, on-time reminders
InvoicePilot sends timely reminders on autopilot, before and after due dates.
One dashboard for every invoice
Centralized tracking gives you a live, single source of truth on every payment.
Friendly, brand-safe follow-ups
Automated workflows nudge clients with a tone that protects the relationship.
Clear, real-time payment visibility
Know exactly what's owed, what's paid, and what's overdue at a glance.
The Process
How it works
Three simple steps to turn chasing payments into something that happens quietly in the background — built for agencies who’d rather focus on client work than write another reminder email.
- Step 01
Connect your invoicing workflow
Link the invoicing or accounting tool your agency already uses — QuickBooks, Xero, or your own system — in minutes. No new software for clients, no re-entering data.
- Step 02
Automate reminders with smart timing
InvoicePilot sends polite, perfectly timed reminders before and after due dates, matched to your agency’s tone — so clients never feel chased.
- Step 03
Track payments and follow up with confidence
See exactly who’s paid, who’s late, and what’s overdue at a glance, with follow-ups queued automatically so nothing slips through the cracks.
Platform Features
Everything you need to get paid on time
InvoicePilot replaces spreadsheets and awkward phone calls with a system that quietly does the chasing for you.
Payment Tracking Dashboard
See every outstanding invoice, its status, and payment history in one live dashboard built for quick decisions.
Client-Friendly Templates
Polished, tactful messaging that protects the relationship while still getting the point across clearly.
Scheduling Controls
Set cadence, quiet hours, and escalation rules per client so reminders always land at the right moment.
Overdue Visibility
Instantly spot which invoices are past due, by how long, and which clients need attention first.
Team Collaboration Notes
Leave context on any invoice so your whole team stays aligned on client conversations and next steps.
Integrations
Works with the tools your agency already uses
Connect InvoicePilot in minutes — no rip-and-replace, no disruption to how your team already gets paid.
- QuickBooks
- Xero
- Stripe
- Slack
- Notion
- Google Workspace
Don't see your tool listed? Our open API and Zapier support connect to almost anything.
Security & Trust
Built on a foundation agencies can rely on
InvoicePilot keeps client data safe, invoices flowing, and your operations running around the clock — so you can focus on getting paid, not managing risk.
99.9%
Uptime SLA
Redundant, continuously monitored infrastructure keeps reminders sending and payments tracking day and night, so nothing slips through the cracks.
256-bit
Bank-Grade Encryption
Every invoice, contact, and payment record is encrypted in transit and at rest with AES-256 and TLS 1.3, the same standard banks rely on.
SOC 2
Compliance Ready
Built to align with SOC 2, GDPR, and PCI DSS frameworks, so your client data stays protected and audit-ready at every step.
Aligned with industry standards
SOC 2 Type II
GDPR Ready
PCI DSS
ISO 27001
256-bit TLS
Every plan includes encrypted storage, automatic daily backups, and continuous infrastructure monitoring — built-in, not bolted on.
Pricing
Simple pricing that pays for itself
Pick the plan that matches your agency's invoice volume. Every tier includes automated reminders and real-time payment tracking.
Most Popular
Starter
For freelancers and very small teams starting to automate follow-ups.
$19 /month
- Up to 100 invoices tracked
- Automated reminder sequences
- Payment status dashboard
- Email support
Most Popular
Growth
For growing agencies that need more visibility and automation.
$49 /month
- Up to 500 invoices tracked
- Custom reminder timing
- Shared team access
- Client-friendly templates
- Priority email support
Most Popular
Scale
For busy agencies managing larger payment workflows.
$99 /month
- Unlimited invoice tracking
- Advanced reporting
- Team collaboration notes
- Premium support
- Early access to new features
All plans include a 14-day free trial · No credit card required · Cancel anytime