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About

Enhance your cash flow management by implementing an automated accounts receivable system to expedite invoice processing. InvoiceSherpa's state-of-the-art software effectively handles overdue invoices and seamlessly integrates with leading accounting platforms. InvoiceSherpa offers a comprehensive suite of management tools to streamline your accounts receivable processes, ultimately accelerating your cash flow cycle and enhancing your financial performance and client relations. * Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system.

About

InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Global Market

Audience

InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$49.00/month
Free Version
Free Trial

Pricing

$14.99/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvoiceSherpa
Founded: 2016
United States
www.invoicesherpa.com

Company Information

InvoicifyAI
Founded: 2025
Canada
www.invoicifyai.com

Alternatives

Alternatives

MyInvoices & Estimates

MyInvoices & Estimates

Avanquest Software
Nudge

Nudge

JM Studio LLC
PayPort Direct

PayPort Direct

WebWise Solutions
Remitae

Remitae

NIR Labs

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Integrations

Authorize.Net
Clio
ProPay
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Payments
Stripe
Stripe Billing
Xero

Integrations

Authorize.Net
Clio
ProPay
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Payments
Stripe
Stripe Billing
Xero
Claim InvoiceSherpa and update features and information
Claim InvoiceSherpa and update features and information
Claim InvoicifyAI and update features and information
Claim InvoicifyAI and update features and information