What is an AI invoice agent?

An AI invoice agent is a voice assistant that makes polite, automated reminder calls on overdue invoices, captures payment commitments, and logs outcomes for your team.

How does the invoice reminder agent handle overdue invoices?

You decide when follow-ups begin and the cadence. The agent calls customers after an invoice is overdue, confirms payment timing, and schedules the next touch until it is resolved.

Is this an automated invoice reminders tool or a live collections team?

It is automated invoice reminders via AI voice calls. You control scripts, calling windows, and retry rules so the outreach stays on-brand and compliant.

Can the invoice collection agent capture payment commitments?

Yes. The invoice collection agent records promised payment dates, notes outcomes, and keeps the invoice status up to date so next steps are clear.

Does the AR collection agent integrate with my invoices?

The AR collection agent uses your existing invoice data and writes outcomes back to the customer record, so you do not need separate spreadsheets.

What is an AI late payment follow-up agent?

An AI late payment follow-up agent is an automated assistant that contacts customers after invoices are overdue, follows a repeatable dunning cadence, and records every outcome in your AR workflow.

How do automated invoice collection agents reduce DSO?

They reduce DSO by calling sooner, following up consistently, capturing clear payment commitments, and escalating at the right time so invoices do not sit untouched.

What is the ideal 7/14/30-day follow-up sequence for overdue invoices?

A practical baseline is Day 1 reminder, Day 7 follow-up, Day 14 escalation, and Day 30 final notice with handoff options. You can tune timing, retries, and escalation rules to match your customer relationships and risk profile.

How do you politely remind a client about an overdue invoice?

Keep the message neutral and specific: reference the invoice number, amount due, and payment date, then ask for a confirmed payment timeline and offer help with billing details.

Can an automated invoice collection agent replace a collections team?

For many small teams, yes for day-to-day follow-up. Most teams still keep humans for exceptions, disputes, and high-risk accounts while AI handles routine outreach.

Invoice Reminder Agent

AI Invoice Agent: Automate Overdue Invoice Follow-Ups

An AI invoice agent that acts as your late payment follow-up agent, running automated invoice reminders and polite collection calls on overdue invoices to capture commitments and reduce DSO.

Automated invoice reminders start as soon as an invoice is overdue — you choose how soon.
Acts as an invoice collection agent to secure payment commitments and follow-up dates.
AR collection agent updates invoice status and notes automatically.

Start 14-Day Free Trial

Setup in 2 minutes • No contracts • Cancel anytime

Real invoice reminder call

Live AI voice demo

Talk to the Invoice Reminder Agent Live

Set a quick scenario and test the conversation flow.

No signup required

Live demo

Invoice Reminder

Collect overdue payments with polite, firm follow-ups.

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

Alex

Company name

Invoice for

Invoice #

INV-

Max 4 digits · 4/4

Invoice amount

Max 5 digits · 4/5

Due date

Days overdue

Auto-calculated from due date.

Tip

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

AI Late Payment Follow-Up Agent: Recommended 7/14/30-Day Cadence

This AI late payment follow-up agent can run a Day 1, Day 7, Day 14, and Day 30 baseline. You can customize schedule timing, retry attempts, script tone, and escalation rules so outreach fits your AR workflow while still capturing clear commitments.

Day 1

Friendly reminder call

Confirm the invoice was received, restate amount due, and ask for an expected payment date.

Day 7

Second follow-up with commitment

Reference the first attempt, request a firm timeline, and log a promise-to-pay date when possible.

Day 14

Escalation call

Apply a firmer but still professional dunning tone, flag urgency, and capture blockers that need human review.

Day 30

Final notice and next steps

Issue final outreach, confirm whether payment is imminent, and route unresolved accounts to your team.

Need ready-to-send language first? Start with our overdue invoice reminder templates and then automate the sequence here.

Automated Invoice Collection Agent Features

The automated invoice collection agent combines polite dunning with AR automation, so you can reduce DSO without sounding aggressive or adding manual follow-up work.

Automated invoice collection agent workflows with adjustable rules.

Polite AR automation with configurable dunning language by customer segment.

Promise-to-pay capture with dates, notes, and transcript context.

Retry logic and calling window controls to stay compliant and on-brand.

Escalation paths for disputes, high balances, or repeated no-response accounts.

CRM and invoice status sync so your team sees the next action instantly.

Compare all four workflows on the AI agents overview page to see where invoice collection fits in your revenue lifecycle.

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

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

Start Free Trial

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

Start Free Trial

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

Start Free Trial

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

AI Invoice Agent: Automate Overdue Invoice Follow-Ups

Talk to the Invoice Reminder Agent Live

Invoice Reminder

AI Late Payment Follow-Up Agent: Recommended 7/14/30-Day Cadence

Friendly reminder call

Second follow-up with commitment

Escalation call

Final notice and next steps

Automated Invoice Collection Agent Features

Who it's for

Who it's not for

What makes us different from typical invoicing or CRM tools?

CRM, Billing, Automations, and AI Agents together

AI CRM Pipeline

Unlimited Billing

Expenses OCR

Document Hub with AI Search & Chat

Real-Time Notifications

Voice Agents Included

Full revenue journey, covered

Centralize every lead

Send beautiful estimates

Invoice on autopilot

Measure customer health

Everything You Need to Scale Revenue

Lead Qualifier

Deal Closer

AR Collector

Feedback Agent

4 AI Employees Working Your Complete Revenue Cycle

Lead Qualification Agent

What This AI Employee Does:

Estimate Follow-up Agent

What This AI Employee Does:

Invoice Collection Agent

What This AI Employee Does:

Customer Feedback Agent (NPS)

What This AI Employee Does:

Marketing Outreach Agent

Customer Service Agent

Appointment Booking Agent

How It Works

1. Lead Capture

2. Pipeline Management

3. Close & Invoice

4. Get Paid

Without InvoicifyAI

With InvoicifyAI

Choose Your Growth Path

Starter

Professional

Business

Quick Comparison

Starter ($14.99)

Professional ($29.99)

Business ($49.99)

Frequently Asked Questions

What is an AI invoice agent?

How does the invoice reminder agent handle overdue invoices?

Is this an automated invoice reminders tool or a live collections team?

Can the invoice collection agent capture payment commitments?

Does the AR collection agent integrate with my invoices?

What is an AI late payment follow-up agent?

How do automated invoice collection agents reduce DSO?

What is the ideal 7/14/30-day follow-up sequence for overdue invoices?

How do you politely remind a client about an overdue invoice?

Can an automated invoice collection agent replace a collections team?