Fully automated AR

Less chasing.
More collecting.

Invoxa connects to QuickBooks, predicts late payers with AI risk scoring, auto-detects ACH payments, and negotiates overdue invoices โ€” all on autopilot. Built for bookkeepers managing 10-50 clients.

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How it works

Setup takes 5 minutes.
Then it runs forever.

Connect your QuickBooks account and Invoxa handles the rest.

01

Connect QuickBooks

Link your clients' QuickBooks accounts with OAuth. One click per client โ€” invoices sync automatically every 4 hours.

02

Configure rules

Set your reminder cadence, escalation triggers, and email tone โ€” or let our AI defaults handle everything for you.

03

Collect automatically

Invoxa monitors every invoice 24/7. Sends reminders, escalates, sends thank-yous when paid, and syncs it all back.

Features

Everything you need to
automate collections

One platform replaces your spreadsheets, manual emails, and disconnected tools.

๐Ÿ›ก๏ธ

AI Client Risk Scoring

Predicts which clients will pay late before it happens. 7-factor weighted scoring with actionable recommendations for each client.

68

Meridian Health

high
58

NovaTech Solutions

high
32

Redwood Arch.

medium
๐Ÿค

Smart Payment Negotiator

AI analyzes each overdue invoice and generates personalized negotiation strategies โ€” discount offers, payment plans, and settlements.

AI Recommended Strategy
Early Settlement Discount85% confidence

Offer 10% off ($13,483) to motivate immediate payment

Graduated Payment Plan75% confidence
๐Ÿฆ

ACH Payment Detection

Connects to your bank via Plaid. Scans for ACH deposits every 30 min and auto-matches to invoices.

Auto-matching
Updates QuickBooks
๐Ÿ“ก

Multi-Client Command Center

One dashboard for all your clients. Cross-client AR aging, smart alerts, and health scoring.

HealthyWarningCritical
๐Ÿ“ˆ

AI Cash Flow Forecasting

6-month forecast with seasonal adjustments, collection probability, and at-risk analysis.

๐Ÿ“ง

7-Stage AI Reminders

Pre-due through formal demand โ€” all AI-written

๐Ÿ”„

QuickBooks + Xero

Two-way sync every 4 hours with auto write-back

๐ŸŒ

Customer Portal

Branded portal for payments, plans, and disputes

๐Ÿท๏ธ

White Label

Your branding, your domain, your client experience

QuickBooks OnlineXeroStripeSendGridPlaidZapierGoogle WorkspaceSlackHubSpotFreshBooks
QuickBooks OnlineXeroStripeSendGridPlaidZapierGoogle WorkspaceSlackHubSpotFreshBooks
๐Ÿ’ฐ
$2.4M+
Revenue recovered for clients
๐Ÿ“„
15,000+
Invoices processed monthly
๐Ÿ“‰
34%
Average DSO reduction
๐Ÿ›ก๏ธ
99.9%
Platform uptime
Autopilot Collections

Your invoices collect themselves while you sleep

Invoxa monitors every invoice 24/7. When one goes overdue, the AI writes a personalized reminder, sends it, and follows up automatically through 3 escalation stages.

  • Pre-due, overdue, and escalation reminders
  • AI-personalized email copy for each client
  • Automatically stops when payment is received
  • Sends thank-you email and syncs to QuickBooks
๐Ÿ“„
Invoice #1047 detected overdue
Acme Corp โ€” $12,400 โ€ข 8 days overdue
๐Ÿ“ง
AI reminder sent to billing@acmecorp.com
Stage 2 โ€” Personalized follow-up
๐Ÿ’ฐ
Payment received โ€” $12,400
Auto-marked paid โ€ข Thank-you sent โ€ข Synced to QB
AI in Action

Watch the autopilot work

Every step is automated. Every email is personalized. Every payment is tracked.

๐Ÿ”—

Sync

QuickBooks data syncs automatically

๐Ÿ”

Detect

AI flags overdue invoices instantly

โœ๏ธ

Write

Personalized email drafted by AI

๐Ÿ“ง

Send

Reminder sent at optimal time

โœ…

Collect

Payment detected, marked paid

Live โ€” AI Autopilot
โœ…Summit Creative paid $8,900
Just now
๐Ÿ“งStage 1 reminder โ†’ TechFlow Inc ($4,200)
12 min ago
โšกAuto-escalated: Peak Labs โ€” 45 days overdue
28 min ago
๐Ÿ“งPre-due reminder โ†’ Alpine Services ($2,100)
1 hr ago
๐Ÿ”„QuickBooks sync completed โ€” 12 invoices updated
2 hrs ago
๐Ÿค– AI-Powered

Meet your AI agents

Six specialized AI agents that handle every aspect of your financial operations โ€” from collections to compliance.

๐Ÿ“ง

Collections Agent

Detects overdue invoices, writes personalized reminders, escalates through 7 stages, and stops when paid.

7-stage auto-escalationAI-written emailsPayment detection
๐Ÿ“Š

AI CFO

Real-time cash flow forecasting, client health scoring, anomaly detection, and weekly AI-generated financial briefs.

Cash flow forecastingClient health scoresWeekly briefs
๐Ÿ›ก๏ธ

Risk Analyst

Predicts which clients will pay late with 7-factor scoring. Generates actionable recommendations for each client.

7-factor risk scoringPayment predictionClient recommendations
๐Ÿค

Payment Negotiator

Generates personalized payment plans, discount offers, and settlement strategies for every overdue invoice.

5 strategy typesConfidence scoringOne-click send
๐Ÿฆ

Banking Agent

Connects to bank accounts via Plaid. Auto-detects ACH deposits every 30 min and matches them to invoices.

ACH detectionAuto-matchingQB write-back
๐Ÿ“ก

Command Center

Single dashboard across all your clients. Cross-client analytics, aging breakdowns, and smart alerts.

Multi-client viewHealth scoringSmart alerts
โšก Compare

Why bookkeepers choose Invoxa

More automation. Better price. Built for your workflow.

Bill.com

Bill pay focused

4/22

features

$45/mo

No AR automation

Recommended

Invoxa

AR automation + AI

18/22

features

$349/mo

Best for bookkeepers

Zeni

Full-service

12/22

features

$549/mo

1.6x the price

Uplinq

AI bookkeeping

10/22

features

$249/mo

No collections

Testimonials

Bookkeepers love Invoxa

Join hundreds of accounting professionals who automated their collections and got their time back.

โ€œInvoxa cut our collections time by 60%. I used to spend 15 hours a week chasing invoices โ€” now I just check the dashboard.โ€

SM
Sarah Mitchell
Owner, Mitchell Bookkeeping
60% faster collections

โ€œManaging 30 clients was a nightmare before Invoxa. Now the AI handles all the reminders and I focus on advisory work.โ€

DC
David Chen
Senior Accountant, Chen & Associates
30 clients managed

โ€œThe autopilot feature is incredible. My clients' invoices get collected while I sleep. It's like having a full-time AR clerk.โ€

RT
Rachel Torres
Freelance Bookkeeper
$240K recovered

โ€œWe went from 45-day average DSO to 28 days in two months. The AI escalation alone paid for the entire annual subscription in week one.โ€

MP
Michael Park
CFO, Redwood Financial Group
38% lower DSO

โ€œMy team used to dread month-end collections calls. With Invoxa, we literally do nothing โ€” the platform handles the entire AR cycle end to end.โ€

LN
Lisa Nguyen
Partner, Nguyen & Associates CPA
0 hrs on collections

โ€œI onboarded 12 clients in the first month. QuickBooks sync was seamless, and every single overdue invoice was flagged and reminded within 24 hours.โ€

JW
James Whitfield
Owner, Whitfield Bookkeeping Co.
12 clients in 30 days
Pricing

Pays for itself with one
collected invoice

14-day free trial. No credit card required.

Starter
Solo practitioners
$349/mo
Start trial
  • 5 clients
  • QuickBooks + Xero sync
  • 3-stage email reminders
  • AI Risk Scores
  • Basic analytics
RECOMMENDED
Pro
Growing firms
$549/mo
Start trial
  • 25 clients
  • Everything in Starter
  • ACH payment detection (Plaid)
  • Smart Payment Negotiator
  • Cash flow forecasting
  • Multi-Client Command Center
  • AI Chat + 7-stage escalation
Business
Enterprise practices
$799/mo
Start trial
  • Unlimited clients
  • Everything in Pro
  • White-label branding
  • Custom workflows & rules
  • API, webhooks & Zapier
  • Priority support
  • Dedicated account manager
FAQ

Common questions

Your invoices collect themselves.

Connect QuickBooks. Set your preferences. Never chase a payment again.

Connect QuickBooks Now
Contact

Get in touch

Questions? We reply within 4 hours.