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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.

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.

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

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.

Audience

Freelancers, small businesses, contractors

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

No images available

Screenshots and Videos

No images available

Pricing

$14.99/month
Free Version
Free Trial

Pricing

$13/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

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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

InvoicifyAI
Founded: 2025
Canada
www.invoicifyai.com

Company Information

Trevidia
Founded: 2025
United Kingdom
trevidia.com

Alternatives

MyInvoices & Estimates

MyInvoices & Estimates

Avanquest Software

Alternatives

Brisk Invoicing

Brisk Invoicing

Brisk Cloudware
PayPort Direct

PayPort Direct

WebWise Solutions
Remitae

Remitae

NIR Labs
App Portal

App Portal

Softgroup

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim InvoicifyAI and update features and information
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