See what’s due. Before it’s overdue.

Monitor upcoming invoices, review payment-risk signals, and give every outstanding balance a clear next step. For law firms and professional services. Your team stays in control.

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Approve the plan · Your agent follows through

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Every invoice has a next step

Cake works through overdue bills, follows up using your approved plan, and keeps going until payment is confirmed.

Invoice follow-ups 6Demo workspace
Client / InvoiceBalanceStatusCake’s next step
Henderson & Co.#1042 · 7 days overdue$4,800OverdueAwaiting review
Maple Studio#1048 · 5 days overdue$2,250OverdueAwaiting review
Alder Partners#1091 · 12 days overdue$3,200OverdueAwaiting review
Westbrook Legal#1103 · 9 days overdue$1,850OverdueAwaiting review
Harbor Consulting#1110 · 14 days overdue$5,400OverdueAwaiting review
Brightside Design#1124 · 3 days overdue$975OverdueAwaiting review
Cake is ready to review 6 overdue invoices

Review balances, send approved reminders, and track payments.

Simulated preview · Outreach follows your approved plan · Timing compressed

Spot what needs attention

One invoice. A clear next step.
Henderson & Co. · #1042 · $4,800

BillCake checks the due date and payment record, then brings the overdue invoice to you.

  • Check the due date
  • Verify no payment is recorded
  • Notify the account owner
Henderson & Co.Invoice #1042 · $4,800
  1. Due date passed
  2. No payment recorded
  3. Owner notified

Invoice #1042 needs a follow-up.

Simulated example

Meet Cake.Your built-in billing agent.

Cake helps your office staff review overdue invoices, approve reminders, and track payments—all inside BillCake. Ask a question, review the next step, and let Cake handle the follow-through.

Meet Cake, your
built-in billing agent.

From the first reminder to the final payment.
Your agent follows through. You stay in control.

CakeInvoice review
Which invoices need my attention today?
Message Cake
Nothing is sent from this preview.

Illustrative Cake workspace · Fictional invoice data. AI phone outreach is a planned capability. Nothing is sent from this demo.

  • Ask in your own wordsAsk Cake which invoices need attention and get a clear answer.
  • Approve in the conversationReview reminders and payment requests before the next action.
  • Cake follows throughTrack reminders, phone follow-ups, and confirmed payments.

Your billing system. BillCake’s follow-through.

Planned integrations with your practice management and accounting tools. Availability will be confirmed before launch.

Your billing system

BillCake agent

BillCake

Reminders

Owner decisions

Clio → BillCake → ClioHenderson & Co. · Invoice #1042 · $4,800
  1. Invoice synced to BillCake
  2. Payment confirmed
  3. Paid status synced back

One invoice. Both systems up to date.

Illustrative sync · Integration availability will be confirmed before launch.

You’ve done the work. Let BillCake handle the follow-up.

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