Related Products
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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.
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About
Trevidia is an invoice generation solution that provides customizable invoice templates for adding branding elements like logos and color schemes. The platform includes client management capabilities, payment tracking functionality, and recurring invoice automation.
Trevidia offers features for downloading invoices as PDFs, applying taxes and discounts to individual line items, and sending payment reminders for overdue invoices. The system operates as a web-based solution that requires no installation, making it accessible across multiple devices.
The platform allows users to store client information, track invoice history, and manage multiple clients. Additional features include signature request options, invoice copying, and team member invitations for collaborative work.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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.
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Audience
Freelancers, small businesses, contractors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$14.99/month
Free Version
Free Trial
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Pricing
$13/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInvoicifyAI
Founded: 2025
Canada
www.invoicifyai.com
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Company InformationTrevidia
Founded: 2025
United Kingdom
trevidia.com
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Integrations
No info available.
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Integrations
No info available.
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