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Built for agency receivables

Get invoices approved and paid without chasing clients.

PaidFlow connects project approval, invoice delivery, payment promises, and respectful reminders in one audit-ready client experience.

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Your receivables workspace

Approval and payment overview

PF

Outstanding

—

Based on sent invoices

Collected this month

—

Updates from reconciled payments

Next actions

Getting started

Add your first client

Set contacts and payment terms

Start

Connect approved work

Create a billable milestone

Next

Send a real invoice

Track delivery and collection

Ready

Payment status

Reconciled automatically

One clear path

From finished work to reconciled payment.

  1. 01

    Get the work approved

    Share deliverables and capture a named, timestamped decision.

  2. 02

    Send the right invoice

    Connect the milestone, run preflight, and deliver web plus PDF.

  3. 03

    Collect with context

    Offer payment options and automate follow-up around real client responses.

The full workflow

Fewer loose ends between delivery and payment.

Each feature shares the same client, project, invoice, and audit history—so your team can act without piecing together email threads.

Approval before invoicing

Give clients one secure place to review deliverables, request changes, and leave a timestamped approval receipt.

Invoices built to clear AP

Connect approved milestones, purchase orders, contacts, terms, PDFs, and payment details before the invoice leaves.

Thoughtful reminder sequences

Automate the follow-up without losing context. Promises, disputes, partial payments, weekends, and pauses are respected.

AI-assisted preflight

Surface missing details and likely rejection risks while exact totals and dates stay under deterministic financial rules.

Provider-neutral collection

Use bank transfer, external payment links, manual reconciliation, or optional Stripe Connect under the agency’s account.

Cash-flow clarity

See what is outstanding, overdue, promised, expected, and recovered—separated by currency so totals stay honest.

Built for services

High-value work deserves a professional close.

Digital and development agencies

Keep approvals, billing evidence, communications, and payment history together.

Marketing and creative studios

Keep approvals, billing evidence, communications, and payment history together.

Video production teams

Keep approvals, billing evidence, communications, and payment history together.

Consultants and fractional leaders

Keep approvals, billing evidence, communications, and payment history together.

Straightforward plans

Start where your receivables are today.

Upgrade as your team and invoice volume grow. Existing data and exports remain available if a limit is reached.

Prices exclude VAT. Applicable VAT is calculated at checkout.

Solo

For independent consultants and small studios.

$29.99 / month

  • 1 team member
  • 15 active clients
  • 25 invoices per month
  • 50 automated reminders
  • 15 AI preflight checks
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Agency

Most popular

For growing service teams with shared collections.

$49.99 / month

  • 8 team members
  • 100 active clients
  • 250 invoices per month
  • 500 automated reminders
  • 150 AI preflight checks
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Growth

For established agencies with higher volume.

$99.99 / month

  • 30 team members
  • 500 active clients
  • 1500 invoices per month
  • 5000 automated reminders
  • 1000 AI preflight checks
Start free trial

Financial workflows with security in the architecture.

Tenant isolation, server-side permission checks, private files, immutable approvals, and append-only payment history protect the records your team relies on.

Row-level isolation

Database policies scope every tenant-owned record.

Verified events

Payment and email webhooks are signed and idempotent.

Data-minimized AI

Sensitive payment and identity data stays out of AI requests.

Private files

Uploads use restricted buckets and short-lived signed access.

Frequently asked

The practical details.

Does PaidFlow process our clients’ money?

Not by default. Agencies can use bank-transfer instructions, external links, and manual reconciliation. Optional Stripe Connect uses the agency’s connected Stripe account.

Can a client approve or pay without an account?

Yes. Each portal link uses a revocable secure token, and the client can review work, approve, respond, download the invoice, and choose a payment action on mobile or desktop.

Will reminders stop after payment?

Paid invoices stop automatically. Partial payments, active promises, corrections, and disputes each follow their own server-validated reminder rules.

Is PaidFlow an accounting or tax-compliance product?

No. It organizes configurable invoice information and collection workflows. Your business remains responsible for legal, tax, and accounting obligations.

Your next invoice can be easier

Give clients a clear path to yes—and a respectful path to paid.

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PaidFlow

Approval-to-payment workflows for agencies that value clear client relationships and predictable cash flow.

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Tax and accounting obligations remain the customer’s responsibility.