Capture and organize
Upload and classify business documents so contracts, policies, and client records stay structured from day one.
Document Hub
AI Document Hub for Teams and Client Workspaces
Centralize business documents, search faster with AI, and keep company and client records organized in one operational workspace.
- Organize company and client documents in one place.
- Use AI search to find clauses, dates, and action items quickly.
- Support repeatable, compliance-minded document workflows.
Setup in 2 minutes • No contracts • Cancel anytime
Real Document Hub walkthrough
Built for ongoing document operations
Document Hub is designed for teams that need more than one-off document Q&A. It supports structured organization, AI-assisted retrieval, and clear operational handling across company and client records.
- Centralized company and client document workspace
- AI-assisted search and summaries across your records
- Foldering, tags, and status controls for operational clarity
- Role-aware access in a company-scoped product environment
- Built to support repeatable compliance-minded workflows
- Designed to reduce manual document hunting across teams
Need a quick no-signup option first?
For a fast single-file question workflow, use our free tool:
Chat With Documents (free single-document tool)
Ready for full team workflows?
How teams use Document Hub day to day
Move from scattered files to a searchable, action-oriented document workflow.
Search and summarize
Use AI to find key clauses, dates, and action items without manually scanning every page.
Route next actions
Move faster with clearer ownership and follow-up when insights from documents need action.
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
CRM, Billing, Automations, and AI Agents together
InvoicifyAI replaces the stack of disconnected tools. Track relationships, invoice without limits, and let AI employees handle the repetitive work while your team focuses on revenue.
<5 minLead response
AI CRM Pipeline
Visual stages + auto scoring route every lead in minutes.
∞Invoices
Unlimited Billing
Recurring invoices + reminders go out automatically—no caps.
0Manual entry
Expenses OCR
Snap receipts; AI fills vendors, amounts, and taxes instantly.
AICitations
Document Hub with AI Search & Chat
Store company and client docs with OCR, folders, and AI search + chat.
InstantAlerts
Real-Time Notifications
See opens, approvals, and missed payments the second they happen.
4AI employees
Voice Agents Included
Agents call leads, deals, invoices, and feedback—company scoped.
Full revenue journey, covered
1. Capture
Centralize every lead
Auto-enrich and qualify every inquiry in minutes.
2. Close
Send beautiful estimates
Drag-drop estimates; automations nudge clients to sign.
3. Collect
Invoice on autopilot
Recurring invoices + AR alerts fire without manual touch.
4. Retain
Measure customer health
Receipts, feedback, and dashboards keep teams aligned.
Everything You Need to Scale Revenue
CRM + AI agents + automation tools in one platform
Lead Qualifier
Replaces: SDR Replacement
- ✓BANT scoring
- ✓Contact validation
- ✓Instant routing
Deal Closer
Replaces: Sales Rep
- ✓Proposal follow-ups
- ✓Objection handling
- ✓Create urgency
AR Collector
Replaces: Collections Team
- ✓Invoice reminders
- ✓Payment plans
- ✓24/7 follow-ups
Feedback Agent
Replaces: Customer Success
- ✓NPS surveys
- ✓Testimonials
- ✓Churn detection
Save $20,000+/month vs hiring SDRs, sales reps, and collection staff
4 AI Employees Working Your Complete Revenue Cycle
Each AI agent specializes in a critical stage of your customer journey. Together, they automate your entire revenue lifecycle from lead to loyalty.
Stage 1: Lead
Live
Lead Qualification Agent
What This AI Employee Does:
- Calls leads within minutes
- Qualifies using BANT criteria
- Validates contact information
- Scores leads automatically (0-100)
- Routes qualified leads to pipeline
Hear a sample
Duration 0:58
Stage 2: Opportunity
Live
Estimate Follow-up Agent
What This AI Employee Does:
- Calls after quote is sent
- Handles objections professionally
- Creates urgency to close
- Warms up opportunities
- Converts 2x more proposals
Hear a sample
Duration 0:52
Stage 3: Customer
Live
Invoice Collection Agent
What This AI Employee Does:
- Calls as soon as invoice is due
- Negotiates payment plans
- Gets firm commitments
- Follows up until paid
- Reduces DSO by 40%
Hear a sample
Duration 0:45
Stage 4: Retention
Live
Customer Feedback Agent (NPS)
What This AI Employee Does:
- Calls after service completion
- Captures NPS scores
- Collects testimonials
- Identifies upsell opportunities
- Detects churn risks early
Hear a sample
Duration 1:03
More AI Employees Coming Soon
We're building more specialized AI agents to handle every customer interaction
Marketing Outreach Agent
Cold outreach and lead qualification
Expected: Q1 2026
Customer Service Agent
24/7 support and issue resolution
Expected: Q1 2026
Appointment Booking Agent
Schedule meetings and consultations
Expected: Q2 2026
All four AI employees launch together on day one. Create your account now so your team can activate them immediately.
How It Works
Four simple steps with AI agents handling the heavy lifting
1. Lead Capture
Add leads from any source
AI Agent qualifies with BANT
2. Pipeline Management
Track deals visually
AI Agent follows up on proposals
3. Close & Invoice
Convert to customers
AI Agent collects payments
4. Get Paid
Track satisfaction
AI Agent measures NPS
Without InvoicifyAI
- ❌ 68% of leads never contacted
- ❌ Manual follow-ups (if remembered)
- ❌ 45+ day payment cycles
- ❌ $20k/month for sales & AR staff
With InvoicifyAI
- ✅100% of leads called automatically
- ✅AI agents follow up persistently
- ✅14-day payment cycles
- ✅$49.99/month all-inclusive
Choose Your Growth Path
Sign up today to unlock every plan instantly. All tiers include a 14-day free trial so you can launch with zero risk.
Starter
Basic Invoicing
$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 voice agents
- ❌ Manual follow-ups only
BEST VALUE
Professional
CRM + 1 AI Agent
$29.99USD/month
- Everything in Starter
- Document Hub with 50 GB secure storage
- AI document search & chat (500 queries / month)
- ✨ Full CRM Suite
- Lead management & BANT scoring
- Visual sales pipeline
- Opportunity tracking
- Activity timeline
- 📞 1 AI Voice Agent:
- • Invoice Collection Agent (AR)
- • Reduces DSO by 40%
- • Replaces $5,000/month AR staff
- Advanced analytics dashboard
Business
Complete Platform
$49.99USD/month
- Everything in Professional
- Document Hub with 100 GB secure storage
- AI document search & chat (2,000 queries / month)
- 🚀 All 4 AI Voice Agents:
- • Lead Qualification Agent
- • Proposal Follow-up Agent
- • Invoice Collection Agent
- • Customer Feedback Agent (NPS)
- Complete revenue automation
- 100% of leads contacted
- 2x higher close rates
- 40% faster payments
- Replaces $20,000/month in staff
- 688x ROI vs human employees
- Priority support
Quick Comparison
Starter ($14.99)
Basic invoicing only
Perfect for freelancers
Professional ($29.99)
Full CRM + 1 AI Agent
Saves $5,000/month in AR staff
Business ($49.99)
Complete platform + 4 AI Agents
Saves $20,000/month in staff costs
Modeled ROI: Business plan can achieve up to 688x return based on automation vs staffing assumptions