Invoice Operator • Limited pilot access for US service businesses

Stop letting overdue invoices live in spreadsheets and inboxes.

When follow-up depends on memory, cash gets delayed and reminders stay awkward. Invoice Operator gives your team one place to review overdue invoices, prioritize accounts, preview reminder drafts, and keep a visible follow-up history.

Apply for early access See the demo
  • Built for first-party B2B invoice follow-up
  • Keeps billing in your accounting system
  • Human-reviewed reminder workflow

Problem

Manual receivables follow-up breaks down fast.

Most service businesses already have billing software, but overdue follow-up still happens in scattered spreadsheets, inboxes, and calendar reminders.

Invoices age without a clear queue for who needs attention first.
Reminder follow-up becomes inconsistent when it depends on one person.
Payment updates, disputes, and promises get buried across threads.

Agitate

01

Cash gets delayed

When no one owns a live overdue queue, follow-up slips and outstanding balances linger longer.

02

Customers get mixed messages

Different people send different reminders, making outreach feel reactive instead of controlled.

03

There’s no clean history

Without one timeline, it’s harder to see what was sent, what was promised, and what changed.

Solution

A focused workflow for overdue invoices and reminder follow-up.

Import the overdue queue

Bring in invoice data from your accounting system and see aging buckets in one place.

Review the next action

Prioritize overdue accounts and preview reminder drafts before any outreach happens.

Keep the history visible

Track reminder activity, payment updates, disputes, and promise-to-pay notes in one timeline.

Scope and fit

Built for real operators, without collection-agency positioning.

Invoice Operator is designed for agencies, consultancies, field-service companies, and other US service businesses that want a cleaner first-party receivables workflow.

  • Limited pilot access while onboarding a small group of customers
  • No consumer debt workflows
  • Email-first workflow in v1

Interactive demo

See the workflow before you request access.

1. Import a CSV

Use the sample file or paste your own CSV with the required headers.

Required headers

invoice_number,customer_name,customer_email,due_date,amount,status
Download sample CSV

2. Review queue summary

Import invoices to generate aging buckets and total overdue amount.

3. Overdue queue

Sorted by oldest overdue first
No invoices imported yet.

4. Reminder preview and timeline

Select an invoice from the queue.
Reminder preview appears here.

Timeline

Reminder events will appear here.

FAQ

Is this for US businesses only?

Yes. We are currently onboarding a small group of US businesses using the product for their own B2B receivables.

Does it replace my accounting software?

No. Invoice Operator complements your accounting system with import, queueing, reminder drafting, and timeline visibility.

Is this a debt collection agency?

No. Invoice Operator is workflow software for first-party B2B invoice follow-up.

Can it send SMS?

Not in v1. Email-first and human approval stay in scope until consent controls are fully wired.

How do you handle disputes and paid invoices?

The queue and timeline support paid, disputed, and promise-to-pay statuses.

Early access

Apply for limited pilot access.

Use a work email. We are onboarding a small group of US service businesses and follow up directly with teams that fit the pilot.

Pricing is shared during onboarding when self-serve billing is available.