The manual follow-up loop
- Awkward follow-ups sent too late.
- Unclear status on overdue invoices.
- Spreadsheets become the source of truth.
A calmer collections workflow
Stop chasing payments. Start running a clearer process.
Replace reactive follow-ups and spreadsheet guesswork with timely, professional payment visibility.
The InvoicePilot rhythm
- Automated reminders go out on time.
- Every invoice has a clear payment status.
- Client communication stays calm and consistent.
A simple, calmer workflow
From sent invoice to payment clarity—in three steps.
InvoicePilot fits the way your agency already invoices, then takes the follow-up work off your plate.
-
01
Connect your invoices
Bring in open invoices from your existing workflow in minutes.
-
02
Automate reminders
Set your tone and timing once; polite follow-ups send automatically.
-
03
Track payments
See what is paid, due, and overdue without opening a spreadsheet.
Built for the daily follow-up
Everything your agency needs to keep invoices moving.
A calm, clear workflow for getting paid—without making client relationships feel transactional.
Automated reminders
Send polished nudges before and after every due date.
Payment tracking
See what is sent, viewed, due, and paid in one place.
Overdue visibility
Spot late invoices early and prioritize the right follow-up.
Flexible follow-up rules
Set timing and tone that fit each client relationship.
Team visibility
Give finance and account leads the same live payment picture.
Lightweight reporting
Understand collection trends without wrestling a spreadsheet.
Your payment upside
Put a number on fewer follow-ups.
See how much admin time your agency can reclaim and how much cash could arrive sooner when reminders run automatically.
A quick estimate based on common agency invoices of $1,500 each.
Fits your workflow
Works alongside the tools your agency already knows.
Bring payment visibility into the systems that already run your client work.
Built for dependable follow-through
Reliable enough to stay out of your way.
InvoicePilot keeps reminders moving, payment data visible, and your agency’s client relationships protected.
- Platform uptime
- 99.98%
- Agencies supported
- 4,000+
- Invoices tracked
- $120M+
256-bit encryption
Secure data handling
Compliance-ready workflows
Straightforward pricing
A calmer way to get paid.
Choose the follow-up rhythm that fits your agency today. Upgrade when your invoice volume grows.
Pay month to month. Cancel anytime.
Starter
2 months freeFor a small team ready to stop manual nudges.
$19
/month
- Up to 25 active invoices
- Smart payment reminders
- Payment status dashboard
RECOMMENDED
Growth
2 months freeFor agencies making follow-up a reliable system.
$49
/month
- Up to 150 active invoices
- Custom reminder schedules
- Overdue cash-flow reporting
Agency
2 months freeFor growing teams with more clients and workflows.
$99
/month
- Unlimited active invoices
- Multiple client entities
- Priority onboarding support
No setup fees. Every plan includes secure invoice data handling and human support.
From agency teams
Less chasing. More clarity.
Small agencies use InvoicePilot to keep payments moving while protecting the client relationships they have worked hard to build.
“Our account manager stopped spending Friday afternoons writing follow-up emails. The reminders are clear, consistent, and feel like us.”
“I can see what needs attention before our weekly cash meeting. There is no more digging through spreadsheets or guessing who was contacted.”
“The payment timeline gives our project leads the context they need without asking finance for another status update.”
“It made our follow-ups less personal and more professional. Clients get a timely nudge, and our team gets their time back.”