Marc-Tek's invoice follow-up agent watches your inbox, CRM, or invoicing tool for unpaid or overdue invoices and sends polite, scheduled reminder nudges automatically. It stops nudging once payment lands, and flags anything unusual — a dispute, an angry reply — for you to handle personally.
Following up on an unpaid invoice is a five-minute task that somehow never gets done — it always loses to whatever's actually on fire that day. Multiply that by every open invoice and every stale lead sitting in the CRM, and "I'll get to it" becomes real, lost money.
Reminders are scheduled and worded the way you'd actually want a client nudged — firm on the deadline, never aggressive. You approve the tone before it ever sends on your behalf.
The agent checks for payment before every nudge and stands down automatically once an invoice clears — no more "sorry, ignore the last email" moments.
A confused reply, a dispute, or a request for a payment plan gets routed straight to you. The agent handles the routine 90%; you handle the judgment calls.
Straight answers — no sales spin.
Does it integrate with the invoicing tool I already use?
In most cases, yes — QuickBooks, Stripe invoicing, and common CRMs are all workable. We confirm your exact setup on the discovery call before proposing anything.
What happens if a client replies angry or confused?
That reply gets flagged and routed to you immediately instead of triggering another automated nudge. The agent is built to recognize when a human needs to take over.
Can I control how often and how firmly it follows up?
Yes — the schedule and tone are part of the proposal you approve before the agent ever goes live, and both can be adjusted afterward.
Pick a time below — 20 minutes, free, no obligation. If the Invoice Follow-Up Automation agent fits, I'll show you what it'd look like for your business. If it doesn't, you'll still walk away with one useful idea.
Prefer email or a face-to-face meeting instead? mark@marc-tek.com · (715) 563-5573 · Arizona & remote