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Average Ratings 0 Ratings

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ease
features
design
support

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Description

InvoicifyAI combines invoicing and a streamlined CRM system, featuring integrated AI voice agents that assist small enterprises in managing leads, estimates, and overdue invoices. Users can create estimates, seamlessly convert them into invoices, process payments through shareable links, and monitor expenses using receipt capture along with OCR technology. The platform’s Invoice Reminder/Collections agent can proactively reach out to customers, document the outcomes of those calls, and outline subsequent actions, such as scheduling follow-ups, recording promised payment dates, or marking requests to avoid future contact. Additionally, InvoicifyAI comes equipped with features for pipeline management (including leads and opportunities), activity timelines, comprehensive reporting (such as profit and loss statements), and a Document Hub that allows for efficient searching and communication regarding company and customer documents. It is specifically tailored for service-oriented businesses that aim to reduce the need for repetitive follow-ups while achieving enhanced visibility into their cash flow and financial health. This holistic approach ensures that users can focus more on delivering quality services rather than getting bogged down by administrative tasks.

Description

An all-encompassing platform designed for freelancers, contractors, consultants, and small businesses to oversee their financial well-being, manage project timelines, store important documents, and issue invoices. It effectively connects your banking activities with your accountant's software, offering features such as seamless receipt-to-transaction mapping and the ability to interact with your financial data while consolidating all necessary files. You have the flexibility to use your own bank as we support connections with over 20,000 financial institutions across the US, Canada, the UK, and Europe. By monitoring your income and expenses, you can attain a more comprehensive understanding of both your business's historical financial performance and its current standing. Enhance your productivity and team collaboration effortlessly with our sophisticated time-tracking system, which provides valuable project insights and promotes teamwork for maximum efficiency and success. In addition, it automatically correlates incoming invoices and receipts to their corresponding transactions, allowing you to manage your finances with ease, while also providing a unique email address for your invoices and receipts for a more personalized touch. This holistic approach empowers you to focus on growth and innovation in your business endeavors.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Next.js
Supabase
Tailwind
TypeScript

Integrations

Next.js
Supabase
Tailwind
TypeScript

Pricing Details

$14.99/month
Free Trial
Free Version

Pricing Details

$49 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

InvoicifyAI

Founded

2025

Country

Canada

Website

www.invoicifyai.com

Vendor Details

Company Name

Midday

Country

United States

Website

midday.ai/

Product Features

Billing and Invoicing

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

Product Features

Billing and Invoicing

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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