Stop Chasing Payments. Predict Late Invoices & Get Paid Faster with AI.

Empowering Small & Medium Businesses to proactively manage accounts receivable, automate smart reminders, and improve cash flow with intelligent QuickBooks integration.

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Integrates seamlessly with QuickBooks Online.

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Unlock the Power of Smart Accounts Receivable

Invoice Navigator brings intelligence and automation to your AR process, helping you improve cash flow and save valuable time.

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AI-Powered Predictions

Leverage AI to predict late payments and understand customer payment behavior, allowing you to prioritize collections effectively.

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Automated Smart Reminders

Save time with automated, friendly reminders and configurable escalation workflows designed to get you paid faster without damaging customer relationships.

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Effortless Click-to-Pay

Make it easy for your customers to pay instantly with secure "Click-to-Pay" links embedded in invoices and reminders.

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Seamless QuickBooks Sync

Maintain data consistency with robust two-way integration with QuickBooks Online, keeping your financial data accurate and up-to-date.

Why Choose Invoice Navigator?

Unlock Peak AR Performance

Invoice Navigator isn't just another tool; it's your AI-powered partner for transforming accounts receivable into a streamlined, efficient, and cash-flow positive operation.

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Accelerate Your Cash Flow

Get paid faster and reduce overdue invoices with automated reminders, easy payment options, and proactive AI insights that help you prioritize effectively.

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Reclaim Valuable Time

Automate repetitive AR tasks like sending reminders and following up, freeing your team to focus on strategic activities and customer relationships.

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Predict & Prioritize with AI

Leverage AI to accurately predict late payments and identify high-risk customers, allowing you to focus your efforts where they matter most.

How Invoice Navigator Works

Follow these simple steps to transform your accounts receivable process and improve your cash flow.

1

Connect QuickBooks

Easily and securely link your QuickBooks Online account in minutes. Invoice Navigator syncs your customer and invoice data automatically. (Ref: Spec Sheet - QuickBooks Integration)

2

AI Analyzes & Predicts

Our intelligent system gets to work, analyzing invoice data and customer payment patterns to predict which invoices are likely to be paid late. (Ref: Spec Sheet - AI-Powered AR Module)

3

Automate Smart Collections

Configure friendly, automated payment reminders and escalation workflows. Let Invoice Navigator chase payments for you, professionally. (Ref: Spec Sheet - Collections Escalation)

4

Get Paid Faster & Track Progress

Facilitate quicker payments with "Click-to-Pay" options and monitor your accounts receivable health with insightful dashboards and reports. (Ref: Spec Sheet - Click-to-Pay, Reporting)

Frequently Asked Questions

Find answers to common questions about Invoice Navigator. Need more help? Contact us.

What is the main goal of Invoice Navigator?
The core goal of the Invoice Navigator MVP is to help small and medium businesses (SMBs) get paid faster without damaging customer relationships. It uses AI, automation, and seamless QuickBooks integration to optimize the Accounts Receivable process.
How does Invoice Navigator integrate with QuickBooks?
Invoice Navigator connects securely to QuickBooks Online (QBO) via OAuth. It performs a two-way synchronization for Customers, Invoices, and Payments. This ensures data consistency, importing invoices from QBO and sending payment updates back to QBO.
How does the AI help with collections?
The AI module predicts which invoices are likely to be paid late based on historical data. It also analyzes customer payment patterns. This information allows for dynamic prioritization of collection efforts and helps recommend intelligent follow-up actions, focusing efforts where they matter most.
Can I customize the reminder messages and schedule?
Yes, Admin users can create and edit email and SMS templates with placeholders for dynamic content. You can also configure the escalation workflow, adjusting the timing and sequence of reminders in the escalation workflow (e.g., when to send the first reminder, when to schedule a call), and tailor the process to fit your company's communication style and policies.
How does the 'Click-to-Pay' feature work?
Invoice Navigator can include secure payment links on invoices and reminders. When customers click the link, they are taken to a hosted payment page managed by a trusted third-party processor (like Stripe) to pay via card or ACH. Once paid, the invoice status is updated in Invoice Navigator and synced back to QuickBooks.
Is Invoice Navigator secure, especially with payment and QuickBooks data?
Security is essential. QuickBooks connection uses secure OAuth 2.0. For Click-to-Pay, we use third-party processors' secure, PCI-compliant hosted pages, meaning sensitive payment data doesn't touch our servers. We use encryption and secure practices for any stored tokens or sensitive configuration data.
What user roles are available?
The MVP includes four primary roles: Admin (full access, configuration, user management), Collections Agent (manages customer communications, sends reminders, logs payments), AR Analyst (views reports, analyzes data, adds notes), and Read-Only (view-only access to data and dashboards). Permissions are enforced on both the UI and backend API.
Does Invoice Navigator handle third-party debt collection?
No, the platform focuses on first-party collections, meaning all communications are done in the name of your company. The automated escalation workflow stops short of actions that would legally qualify as third-party debt collection, ensuring your company stays compliant and maintains control.
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Ready to Revolutionize Your AR with AI?

Step into the future of accounts receivable. Let Invoice Navigator's intelligent automation and predictive insights transform your cash flow and free up your valuable time.

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