Built for small agency finance teams

Get paid faster without awkward follow-ups

InvoicePilot automates invoice reminders and payment tracking for small agencies — so your team spends less time chasing invoices, and more time improving cash flow.

See How It Works
No credit card required

35%

Fewer overdue invoices

3.2x

Faster payment cycles

12 hrs

Saved per week

Invoice Dashboard

Outstanding

$12,480

Paid this month

$34,200

Avg. days to pay

6.4

  • MS

    Meridian Studio

    Due Jul 2

    Paid $2,400
  • BP

    Bright Path Co.

    Due Jun 28

    Overdue $1,850
  • ND

    Nova Digital

    Due Jul 15

    Pending $3,200

Automated reminder sent to Meridian Studio

2 minutes ago

Problem & Solution

Chasing payments is exhausting. It doesn't have to be.

Here's what most small agencies deal with today — and exactly how InvoicePilot fixes it.

Overdue invoices pile up

Due dates slip by while you're heads-down in client work, quietly draining your cash flow.

Reminders fire automatically

InvoicePilot tracks every due date and sends timely, professional reminders on its own — no manual follow-up required.

Awkward payment follow-ups

Chasing clients for money feels uncomfortable and can strain relationships you've worked hard to build.

Professional, hands-off nudges

Branded reminder sequences do the asking for you, keeping every client interaction polished and friction-free.

Scattered payment status

Spreadsheets, inboxes, and bank statements make it hard to know who's actually paid and who isn't.

One dashboard, full visibility

See paid, pending, and overdue invoices at a glance in a single real-time view built for agencies.

Inconsistent reminder timing

Follow-ups happen whenever you remember to send them — which is often too late to matter.

Smart, reliable reminder cadence

Set the schedule once and every client gets the same well-timed, consistent nudge — every time.

Simple Process

How it works

Three simple steps to stop chasing payments and start getting paid on time.

1

Connect invoices or upload billing data

Sync your invoicing tool or upload a spreadsheet — InvoicePilot takes it from there.

2

Schedule smart reminder workflows

Set friendly, automated reminder sequences that go out on time — no more awkward emails.

3

Track payments and overdue accounts in one dashboard

See who's paid, who's late, and what's next — all in a single, clear view.

Features

Everything you need to get paid on time

InvoicePilot handles the follow-ups so your team can focus on client work — not chasing payments.

Automated reminder sequences

Set it once and let scheduled, escalating reminders chase overdue invoices for you — no manual nudging required.

Payment status tracking

See exactly which invoices are paid, pending, or overdue in real time, across every client account.

Client-friendly messaging

Polished, polite reminder templates keep relationships intact while making it easy for clients to pay.

Team visibility

Give your whole team a shared view of who owes what, so nothing slips through the cracks between staff.

Aging overview

Instantly spot invoices at 30, 60, and 90+ days overdue with a clear aging summary across all clients.

Simple reporting

Export clean, shareable reports on collections performance without wrestling with spreadsheets.

Integrations

Works with the tools your agency already uses

InvoicePilot syncs quietly in the background with the accounting, invoicing, and payment platforms you rely on every day — no migrations, no double entry.

LedgerSync accounting software placeholder logo LedgerSync
BookKeep bookkeeping software placeholder logo BookKeep
InvoiceHub invoicing platform placeholder logo InvoiceHub
CashLine invoicing tool placeholder logo CashLine
PayFlow payment gateway placeholder logo PayFlow
PayBridge payment processing placeholder logo PayBridge
TrackSuite payment tracking placeholder logo TrackSuite
FinTrack accounting sync placeholder logo FinTrack
Two-way sync, always up to date
Bank-grade secure connections
Setup in minutes, no IT needed
Security & Trust

Built to be trusted with your money data

InvoicePilot handles sensitive payment and client data every day. Here's how we keep it safe, available, and audit-ready.

Uptime SLA
99.9%
Data Encryption
256-bit
Infra Monitoring
24/7
Daily Backups
100%

Bank-grade encryption

All data is encrypted in transit with TLS 1.2+ and at rest with AES-256, the same standard used by financial institutions.

Resilient infrastructure

Redundant, monitored infrastructure keeps reminders and payment tracking running without interruption.

Strict access controls

Role-based permissions, audit logs, and least-privilege access ensure only the right people see client financial data.

Compliance-ready for growing agencies

Standards and frameworks we align with as we scale.

SOC 2 Type IIIn progress
GDPRCompliant
PCI DSSLevel 1 aligned
ISO 27001Framework aligned

Certifications and frameworks reflect current program status; documentation available upon request.

Pricing

Simple pricing, no surprises

Pick the plan that matches your agency's invoice volume. Upgrade, downgrade, or cancel anytime — no long-term contracts, no hidden fees.

Starter

For solo operators and very small agencies getting started with automated reminders.

$$19 //month
  • Up to 100 tracked invoices
  • Basic reminder workflows
  • Payment status dashboard
  • Email support
Start with Starter

Growth

For growing agencies that need more automation and team visibility.

$$59 //month
  • Up to 1,000 tracked invoices
  • Multi-step reminder sequences
  • Shared team access
  • Advanced status tracking
Choose Growth

Scale

For busy agencies managing larger client books and more complex collections.

$$149 //month
  • Unlimited tracked invoices
  • Priority reminder automation
  • Reporting and aging insights
  • Priority support
Talk to Sales

No credit card required · 14-day free trial · Bank-level encryption on every plan

Customer Stories

Trusted by agencies who used to dread invoicing

Real teams, real results — less chasing, faster payments, and a lot fewer uncomfortable conversations.

“We used to spend Friday afternoons drafting awkward payment emails. Now InvoicePilot sends the reminders for us — polite, on time, every time. Our average days-to-pay dropped by almost half.”
Sarah Chen, Founder of a boutique marketing agency
Sarah Chen
Founder & Principal, Boutique Marketing Agency
“Chasing invoices used to be the worst part of my week. Now I get a dashboard that shows exactly who owes what, and clients pay faster because the reminders feel professional, not personal.”
Marcus Delgado, Operations Director at a digital design studio
Marcus Delgado
Operations Director, Digital Design Studio
“Our clients actually thanked us for the reminders — they said it made working with us feel more organized. Overdue invoices are down 60% since we switched.”
Priya Nair, Finance Lead at a branding and PR consultancy
Priya Nair
Finance Lead, Branding & PR Consultancy
“I run a five-person shop and don't have time to play collections agent. InvoicePilot handles the follow-ups quietly, and I finally have real visibility into cash flow.”
James O'Connor, Founder of a web development agency
James O'Connor
Founder, Web Development Agency