INVOICE FOLLOW-UP, MADE SIMPLE

Get paid faster without awkward follow-ups

InvoicePilot automates reminders and payment tracking so your agency collects faster with less manual follow-up.

  • Automated reminders
  • Clearer tracking
  • Agency-friendly workflows

WORKSPACE / RECEIVABLES

Invoice activity

● All systems active

Outstanding

$18,420

Across 12 invoices

Collected this month

$42,860

↑ 12% vs. last month

Follow-ups sent

36

Automated this month

Recent invoices

Updated just now

Northstar Studio · INV-2048

Reminder sent · 2 hours ago

$2,400

Due in 3 days

Fieldwork Creative · INV-2045

Follow-up scheduled · Tomorrow

$1,850

5 days overdue

Goodkind Agency · INV-2041

Payment received · Today

$3,200

Paid

Reminder timeline

Friendly nudge → Due date → Overdue follow-up

On schedule

A clearer view of every invoice, without the spreadsheet chase.

A better way to follow up

Replace manual chasing with automated follow-through.

Keep payments moving and client relationships comfortable—without another spreadsheet to manage.

The familiar routine

Manual chasing

  • Awkward follow-ups

    You write the same nudge, again.

  • Overdues buried in spreadsheets

    Important invoices are easy to miss.

  • Inconsistent reminders

    Timing depends on who remembers.

  • Unclear payment status

    No single view of what is still due.

The InvoicePilot way

Automated control

  • Automatic invoice reminders

    Scheduled follow-through, right on time.

  • Central payment tracking

    Every invoice, together in one place.

  • Clear payment statuses

    See what’s paid, due, or overdue at a glance.

  • A more professional client experience

    Consistent reminders without the awkwardness.

A simpler way to get paid

From invoice to paid, without the chasing

Connect your workflow once. InvoicePilot handles the reminders and keeps every payment in view.

  1. 01

    Connect your workflow

    Bring your invoicing process into one place—no complicated setup.

  2. 02

    Automate polite reminders

    Schedule thoughtful follow-ups that go out on time, without awkward nudges.

  3. 03

    See every payment clearly

    Track paid and overdue invoices together from one clear view.

Built for agency finance

The details, handled.

A clear, dependable system for following up on invoices and keeping your team in sync.

Automated reminders

Send timely, professional payment nudges without writing each follow-up yourself.

Payment tracking

See what’s paid, pending, or overdue in one up-to-date view of your invoices.

Flexible reminder rules

Set schedules that fit your process, from a friendly heads-up to an overdue follow-up.

Client status at a glance

Know which clients need attention and where every conversation stands.

Clear reporting

Understand overdue balances and collection progress without piecing together spreadsheets.

Team-friendly collaboration

Give your team shared visibility so handoffs stay smooth and follow-ups stay consistent.

A clearer case for change

See what smoother collections could return.

Adjust the numbers to your agency and get a quick estimate of time saved and cash collected sooner.

120
10500
21
0 days60 days

Move either slider to reflect your current invoicing and payment patterns.

Estimated time saved

30hours / month

Less time spent on manual follow-ups

Cash collected sooner

$126,000/ month

Based on your invoice volume and late days

Directional estimate based on monthly invoice volume and payment timing. Actual results vary by agency.

Fits right into your agency’s toolkit

Connect the tools you already use for accounting, payments, and everyday workflows.

  • Ledgerly
  • ClearBooks
  • Payflow
  • BANKLINE
  • TaskSpring
  • Flowdesk

Built for dependable operations

Trust the workflow. Get on with your work.

A steadier, clearer way to manage invoice follow-ups and keep receivables moving.

Platform availability

99.98%

Reliable access for your receivables workflow

Agencies using InvoicePilot

4,000+

Teams bringing more structure to follow-ups

Invoices tracked

$120M+

Payment activity made easier to see

Trust markers

  • Encryption protected
  • Compliance-ready operations

Straightforward pricing

A simpler way to stay on top of every invoice.

Choose the plan that fits your agency. Every plan includes automated reminders and clear payment tracking.

Starter

A calmer way to manage reminders for a growing client list.

$19/ month

Billed monthly

  • Automated invoice reminders
  • Payment status tracking
  • Up to 25 active clients
Choose Starter
Recommended

Growth

More visibility and control for busy, expanding agency teams.

$49/ month

Billed monthly

  • Everything in Starter
  • Unlimited active clients
  • Scheduled follow-up sequences
  • Overdue invoice insights
Choose Growth

Agency

Flexible follow-up workflows for agencies managing at scale.

$99/ month

Billed monthly

  • Everything in Growth
  • Multiple team members
  • Priority support
  • Advanced cash flow reporting
Choose Agency

Agency teams, in their own words

Less chasing. More confidence in cash flow.

See how agency teams make invoice follow-up feel more consistent—and less personal.

“Reminders go out on time now, and we’re seeing overdue invoices clear sooner.”

Maya Chen

Operations Director

Northline Creative

“It took the awkwardness out of follow-ups. Clients get a clear, friendly nudge—not a last-minute email from me.”

Jordan Reyes

Studio Owner

Goodwell Design Co.

“I can see what’s paid and what needs attention without piecing it together in a spreadsheet.”

Avery Patel

Finance Lead

Fieldwork Studio

“We follow up more consistently, and I have a much clearer picture of incoming payments.”

Taylor Brooks

Managing Partner

Harbor & Pine Agency