Receivables, on autopilot

Get paid faster without awkward follow-ups

InvoicePilot automates invoice reminders and payment tracking for small agencies, so you recover cash sooner with less manual work.

See How It Works
  • Automated reminders
  • Clear payment visibility
  • Agency-friendly setup

WORKSPACE OVERVIEW

Agency receivables

Up to date

Collected this month

$24,860

↑ 12% from last month

Awaiting payment

$6,420

8 open invoices

Cash flow

Payments received

Last 6 months
JANFEBMARAPRMAYJUN

Recent invoices

View all →

Northstar · Brand retainer

INV-2048 · Due Jun 18

Paid

Fieldwork · Monthly services

INV-2047 · Due Jun 20

Reminder sent

InvoicePilot update

Gentle reminder sent ✓

A calmer way to get paid

Less chasing. More clarity.

Replace scattered follow-ups with a payment workflow that keeps everyone in the loop.

The current reality

The payment chase

Before

  • Awkward follow-ups

    Writing the “just checking in” email. Again.

  • Scattered payment tracking

    Invoice status spread across tabs and sheets.

  • Late cash-flow signals

    You find out when it’s already a problem.

With InvoicePilot

A workflow that follows through

After

  • Automated reminders

    Timely nudges, sent without the awkwardness.

  • One clear payment view

    Every invoice status, together in one place.

  • Faster collections, better visibility

    Spot what’s due and act before cash gets stuck.

Here’s how the workflow works

A simpler way to get paid

From invoice to paid, without the chase

Connect your workflow once. InvoicePilot handles the reminders and keeps every payment status clear.

  1. Connect your invoices

    Bring in your invoices and client details to get your payment workflow in one place.

  2. Automate reminders

    Set a reminder rhythm that suits your agency, then let timely follow-ups run automatically.

  3. Track payments

    See what’s paid, what’s overdue, and where a personal follow-up may be needed.

Made for agency finance

The details that keep cash flow moving

Stay ahead of every invoice with practical tools that make follow-through feel effortless.

Smart reminder scheduling

Send timely, consistent nudges automatically—without writing another follow-up.

Payment timeline visibility

See what’s due, overdue, and paid in one clear view of every invoice.

Client status tracking

Know which clients have paid, need a nudge, or need a personal check-in.

Team-friendly oversight

Give your team a shared picture of follow-ups and incoming payments.

Quick exception spotting

Surface late or unusual invoices early, before they disrupt your plans.

Reporting clarity

Understand payment patterns and make cash-flow decisions with confidence.

Make late payments less costly

See what faster payments could mean for your agency.

Adjust the estimates to see how much time and cash flow you could get back each month.

120
10500 invoices
21
0 days60 days

A quick estimate based on 15 minutes saved per invoice and an average invoice value of $1,500.

Time back each month

30hrs

Less time spent manually following up on invoices.

Cash collected sooner

$126,000

Estimated monthly cash flow accelerated.

A clearer view of your agency’s payment potential.

See How It Works

Fits your finance workflow

Works with the tools your agency already uses

Connect the systems behind your client billing and keep payment updates close to the rest of your work.

  • Accounting
  • Payments
  • Project tools
  • CRM
  • Team chat
  • Reporting

Built for dependable cash flow

Trust your payment workflow to the steady hands

InvoicePilot gives agency teams reliable payment visibility and a calmer way to manage every reminder.

99.98%
Uptime
4,000+
Agencies supported
$120M+
Invoices tracked

Your financial workflows are protected at every step.

  • AES-256 ENCRYPTION
  • SOC 2 READY

Straightforward pricing

A plan that fits the way you work

Spend less time chasing invoices and more time moving your agency forward.

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Explore how InvoicePilot can make invoice follow-up easier.

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All plans include secure payment tracking. Change or cancel your plan as your agency grows.

Agency stories

A better way to follow up—and move on.

Less time chasing invoices means more room to focus on client work.

“We’re collecting sooner, and the reminders go out without anyone on our team having to nudge a client.”
Maya Chen

Operations Director

Northline Creative

“Following up used to feel awkward. Now it’s a consistent process, not a conversation I keep putting off.”
Jordan Ellis

Founder

Fieldwork Brand Studio

“I can see what’s paid and what needs attention at a glance. That visibility makes our weekly finance check-in much easier.”
Priya Nair

Finance Lead

Common Thread Digital

“The team gets hours back each month. We spend less time checking spreadsheets and more time keeping projects moving.”
Alex Morgan

Client Services Manager

Brightwell Agency