Automated reminder sequences
Set it once and let scheduled, escalating reminders go out automatically until an invoice is paid.
The Shift
Chasing invoices shouldn't be your job
See how InvoicePilot replaces manual follow-up chaos with a calm, automated collections workflow.
The Problem
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Overdue invoices pile up
Past-due amounts slip through the cracks with no clear owner or trigger to act.
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Awkward client follow-ups
Chasing clients for payment feels uncomfortable and strains valued relationships.
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Fragmented payment visibility
Invoice status is scattered across spreadsheets, inboxes, and accounting tools.
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Manual reminder workflows
Sending follow-up emails by hand takes time your team could spend on client work.
The InvoicePilot Way
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Automated reminder cadence
Scheduled, on-brand reminders go out automatically so nothing falls through.
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Centralized payment tracking
Every invoice, status, and payment lives in one dashboard your whole team can trust.
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Clear status visibility
Instantly see what's outstanding, what's overdue, and what's been paid — no digging.
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Professional follow-up tone
Friendly, consistent messaging keeps client relationships intact while you get paid.
The workflow
How it works
Three simple steps to stop chasing invoices and start getting paid on time.
01
Connect your invoices
Sync your accounting tool or import billing data in minutes. InvoicePilot pulls in outstanding invoices automatically — no spreadsheets required.
02
Automate smart reminders
Set branded, well-timed reminder sequences once. InvoicePilot follows up automatically so nothing awkward ever lands from your inbox.
03
Track payments in one view
Watch payment status, outstanding balances, and follow-up history update live from a single dashboard — full visibility, zero guesswork.
Everything you need
Built for agencies who want to get paid on time
InvoicePilot handles the busywork of chasing payments so your team can focus on client work, not follow-ups.
Payment status tracking
See exactly which invoices are paid, pending, or overdue in one live, always up-to-date view.
Client-friendly templates
Professionally worded reminder templates that stay polite and on-brand, never awkward or pushy.
Team visibility dashboard
Give your whole team a shared, real-time view of outstanding invoices and who is following up.
Aging invoice alerts
Get proactive alerts as invoices age, so nothing slips past 30, 60, or 90 days unnoticed.
Simple reporting & insights
Clear summaries of collections performance and cash flow trends, no spreadsheets required.
Integrations
Works with your existing workflow
InvoicePilot fits alongside the accounting and operations tools your agency already uses \u2014 no workflow overhaul required.
Logos shown are illustrative placeholders representing common tool categories, not confirmed or active partnerships.
Security & Trust
Built for reliability, not just speed
InvoicePilot handles sensitive payment and client data every day. Here's how we keep it dependable, protected, and ready for your business — with clear, honest placeholders until formal certifications are finalized.
99.9%(target)
Dependable uptime
We architect for continuous availability so reminders and payment tracking keep running without interruption. Illustrative target metric — actual SLA published separately.
AES-256
Encrypted data handling
Invoice and client data is encrypted in transit and at rest using industry-standard methods, so payment details stay protected end-to-end.
Business-ready
Compliance-minded controls
Role-based access, audit-friendly activity logs, and data controls designed to support the standards agencies and finance teams expect.
Compliance badges
Placeholder badges shown for illustrative purposes — formal certifications will be listed here once completed.
SOC 2(placeholder)
GDPR(placeholder)
PCI(placeholder) Pricing
Simple pricing built for agencies
Pick a plan that scales with your invoice volume and team size. No hidden fees, cancel anytime.
Starter
For solo operators just getting organized.
$29 /month
Start free trial - Up to 50 tracked invoices/mo
- Basic reminder automation (3 sequences)
- 1 team seat
- Standard payment status dashboard
- 1 accounting integration
- Email support
Most popular
Growth
For growing agencies chasing more invoices.
$79 /month
Start free trial - Up to 500 tracked invoices/mo
- Unlimited smart reminder sequences
- Up to 5 team seats
- Advanced reporting & aging alerts
- Up to 3 accounting integrations
- Priority chat & email support
Scale
For multi-client agencies needing full visibility.
$179 /month
Contact sales - Unlimited tracked invoices
- Custom-branded reminder workflows
- Unlimited team seats
- Custom reporting & data export
- Unlimited integrations
- Dedicated account manager
All plans include a 14-day free trial. No credit card required.
Loved by agencies
Agencies get paid faster, and stop dreading follow-ups
A few illustrative stories from the kind of teams InvoicePilot is built for — small agencies who want fewer awkward emails and more visibility into who owes what.
"We used to spend an entire Friday afternoon chasing overdue invoices. Now the reminders go out on their own, and our follow-up time has dropped to almost nothing."
MR
Maya Reyes
Founder, Brightpath Creative · Design Agency (illustrative)
"Having one dashboard that shows exactly who's overdue changed everything. We collect payments noticeably faster and our clients actually thank us for the reminders."
DK
Daniel Kim
Operations Lead, Northline Consulting · Consulting Agency (illustrative)
"The templates keep our tone professional instead of nagging. Clients respond faster and it feels like we finally have our act together on billing."
SP
Sophia Patel
Finance Admin, Harbor & Co. Studio · Marketing Agency (illustrative)
"As an account manager juggling a dozen clients, having visibility into every outstanding invoice in one place saved me hours every week and cut our average collection time way down."
JT
Jordan Tate
Account Manager, Fieldstone Digital · Digital Agency (illustrative)
Names, agencies, and quotes above are fictional, illustrative examples created for marketing purposes and do not represent verified customer endorsements.