AI Operations Platform

Capture more work. Stay organized. Get paid faster.

InvoicifyAI helps small service businesses answer requests, book work, follow up with customers, send invoices, organize documents, and keep every job moving from first contact to payment.

From missed call to booked job to paid invoice.

No contracts • Cancel anytime

Your AI Employee at Work

AI Receptionist

Answering inbound service call

Your AI Employee

Thanks for calling Riverbend Services. I can help with that. Is this for a repair visit, maintenance, or a callback?

Customer

I need someone to look at a leaking fixture this week, ideally Tuesday morning if anything is open.

Live CallTouchpoint: 1 / 5

Workspace Snapshot

AI Receptionist

Calls Captured Today

0

9 after-hours callers helped

Appointments Booked

0

14 routed for review

Inbound Request CaptureLast 30 days

Each bar shows percentage of % conversion.

0%

Calls and requests handled within 5 minutes

No caller left waiting

0h

Team hours saved each week

Across front desk, follow-up, and billing

0

AI workflows activated day one

Calls, leads, estimates, invoices, feedback

Live AI voice demo

Talk to the Agents Live

Choose an agent, set a quick scenario, and test the conversation flow.

No signup required
Agents
Live demo

Receptionist

Answer inbound service calls, capture the request, and book the next step.

0:00
Human verification
Live transcript will appear here once you start talking.
Microphone access is required. Demo sessions are capped at 5 minutes, can end after 30 seconds of inactivity, and may end earlier during peak traffic.
Scenario setup
Ava
Working hours
Monday to Friday, 9:00 AM to 5:00 PM
Availability
Fresh availability windows are generated when you start the live demo.
Demo only. No real booking or customer record is created.
Location context
Ava shares this business location with callers.
Fixed
Blue Dance Studio, 125 King Street West, Toronto, ON
Customers come to the studio for classes and lessons.

Tip

Keep it short and realistic. These details shape the agent's responses in real time.

Who it's for

  • Service agencies, home services, and professional firms juggling recurring invoices.
  • Teams that want AI agents qualifying leads, chasing payments, and updating the CRM automatically.
  • Companies with under 5,000 active customers needing sales, billing, and collections in one stack.

Who it's not for

  • Enterprises needing on-premise deployments or custom ERP workflows.
  • Product companies looking for a basic CRM without automation or collections.
  • Serving more than 5,000 customers? Ask about our custom enterprise program.

What makes us different from typical invoicing or CRM tools?

  • Human-sounding AI voice agents that follow your playbooks and chase payments until collected.
  • Single workspace for CRM, invoicing, and collections with company-level security and visibility.
  • Pipeline, cash flow, and collections analytics tied together so revenue impact is visible in real time.
Everything in One Workspace

Reception, CRM, billing, AI Advisor, and voice agents together

InvoicifyAI keeps customer context, follow-up workflows, and automation in one place. Each feature uses the right AI layer for the job, but your team works from a single system instead of stitching together disconnected tools.

Also in the workspace

Document Hub

Store contracts, receipts, policies, and client files with OCR and AI search in the same system.

Explore Document Hub

How the workspace connects

One customer moves through the same system from first call to post-job follow-up. The AI Receptionist captures the request, then CRM, billing, Document Hub, AI Advisor, and follow-up agents keep the work moving.

How it works

One customer. Front desk, CRM, documents, billing, and follow-up connected.

Hear the agents

Meet the phone team

The receptionist handles inbound service calls. The outbound agents own one revenue-stage job each, from lead qualification to customer feedback.

Inbound calls
Live

Receptionist

Handles the first live customer moment: answers, captures context, and confirms a booking, service request, callback, or review path for the team.

  • Answers inbound service calls
  • Collects request details
  • Books safe appointment windows
  • Routes callbacks for review

Hear a sample

Duration 2:02

Live
Warm lead follow-up

Lead Qualification Agent

  • Calls leads within minutes
  • Qualifies using BANT criteria
  • Validates contact information

Hear a sample

Duration 3:07

Live
Estimate follow-up

Estimate Follow-up Agent

  • Calls after quote is sent
  • Handles objections professionally
  • Creates urgency to close

Hear a sample

Duration 1:20

Live
Invoice reminders

Invoice Reminder Agent

  • Calls as soon as invoice is due
  • Negotiates payment plans
  • Gets firm commitments

Hear a sample

Duration 1:00

Live
Post-service feedback

Customer Feedback Agent (NPS)

  • Calls after service completion
  • Captures NPS scores
  • Collects testimonials

Hear a sample

Duration 1:29

Reception and follow-up belong in the same workspace, so the customer journey feels connected instead of split across disconnected tools and handoffs.

Choose Your Growth Path

Sign up today to unlock every plan instantly. Professional and Business pair CRM and voice-agent automation with AI Advisor access, and all tiers include a 14-day free trial so you can launch with zero risk.

Starter

Invoicing Core

$14.99USD/month
  • Unlimited invoices & estimates
  • Unlimited clients
  • Document Hub with 10 GB secure storage
  • AI document search & chat (100 queries / month)
  • AI-powered receipt scanning
  • Expense tracking & categorization
  • Basic financial reporting
  • Professional PDF generation
  • Recurring invoices
  • ❌ No CRM features
  • ❌ No AI Advisor access
  • ❌ No AI voice agents
  • ❌ Manual follow-ups only
Start Free Trial
BEST VALUE

Professional

CRM + AI Advisor + 1 Voice Agent

$29.99USD/month
  • Everything in Starter
  • Document Hub with 50 GB secure storage
  • AI document search & chat (500 queries / month)
  • ✨ Full CRM Suite
  • ✨ AI Advisor included (50 monthly queries)
  • Lead management & BANT scoring
  • Visual sales pipeline
  • Opportunity tracking
  • Activity timeline
  • 📞 1 AI Voice Agent included
  • • Invoice Collection Agent
  • • Automated overdue follow-ups and payment-plan handling
  • AI Receptionist + Service Module available as add-on*
  • Advanced analytics dashboard
Start Free Trial

Business

4 Follow-up Voice Agents + AI Advisor

$49.99USD/month
  • Everything in Professional
  • Document Hub with 100 GB secure storage
  • AI document search & chat (2,000 queries / month)
  • ✨ AI Advisor included (100 monthly queries)
  • 🚀 All 4 revenue-stage AI Voice Agents included
  • • Lead qualification, proposal follow-up, collections, and feedback coverage
  • • Shared operating context across CRM, billing, and call outcomes
  • AI Receptionist + Service Module available as add-on*
  • Complete revenue workflow coverage
  • Priority support
Start Free Trial

* Optional add-on available on Professional and Business. Base plan pricing shown excludes AI Receptionist and Service Module add-on fees.

AI Receptionist + Service Module Add-On

Add service intake and inbound call coverage on Professional and Business for $99/month with 200 reception minutes included. Need more capacity? Add 100 more minutes for $29.

AI Advisor Top-Ups

Professional includes 50 monthly queries and Business includes 100. Need more? Buy 250 more for $19 or 600 more for $39. Top-ups are one-time purchases, charged immediately, and expire 12 months after purchase.

Frequently Asked Questions

Want the full AI Advisor walkthrough?

Explore AI Advisor