Starter
1–50 clients billed each month
- Invoice monitoring
- Email follow-up workflows
- Phone follow-up (planned)
- Owner approval controls
- Payment-status tracking
Preliminary plans for smarter accounts receivable. No percentage of recovered payments.
What your team—and your clients—should know.
BillCake is being built to connect to your billing software, monitor invoices, prepare follow-ups, and track payment status. You approve the outreach approach; the agent follows your rules and brings decisions back to your team.
No. BillCake is designed to work alongside your practice management or accounting system. Your invoices and payments stay in the tools you already use.
The proposed workflow sends routine reminders only within a plan you have approved. You set the channels, timing, contact limits, and situations that require staff review.
Upcoming-payment reminders are planned. You will be able to review due dates and approve reminders before an invoice becomes overdue.
Planned risk signals consider payment history, due dates, and outstanding balances. They help your team decide where to focus; they are estimates, not guarantees that a client will pay late.
AI phone outreach is a planned capability. The preview shows an agent following an approved script, using approved calling hours, logging outcomes, and escalating decisions to your team. Production availability has not been confirmed.
The proposed workflow pauses routine outreach and alerts your team with the client’s explanation. BillCake does not resolve a disputed balance or agree to a settlement on its own.
Yes—the proposed approval flow includes editable drafts, a review of the contact sequence, and the option to hold an account. Payment arrangements and sensitive situations are brought back to your team.
The proposed pricing model is a flat monthly subscription, with no percentage-based recovery fee. Pricing and plan details are preliminary and subject to change.
The proposed phone introduction identifies BillCake as an automated billing assistant acting on behalf of your business. Sender identification and communication details will be confirmed before launch.
Clio, MyCase, Smokeball, QuickBooks, and Xero are planned integrations. These are not claims of live availability or official partnerships. Tell us which system you use when you request early access.