Most small businesses don't lose money on the work — they lose it afterward, when invoices sit in email threads and nobody chases them. This AI invoice tracking dashboard puts every sent, unpaid, and overdue invoice in one place, with follow-up reminders that run on their own, so getting paid stops depending on memory. Built with Taskade Genesis, it works alongside whatever you already use to send invoices.
What's Included
- Status dashboard: every invoice marked sent, due, paid, or overdue — one glance tells you where the money is.
- Overdue aging: see which invoices are 30, 60, or 90 days late, so you chase the right ones first.
- AI agent: ask "who owes me money right now?" or "which client pays late most often?" — tune its instructions with custom agents.
- Automatic follow-ups: reminder workflows run on their own the moment an invoice goes overdue.
- Connected records: each invoice links back to its client and job as connected projects, so the full payment history is one click away.
How To Use
- Click Use App above to open the live tracker and look around.
- Log each invoice as you send it: client, amount, sent date, and due date.
- Ask the built-in agent who owes what before your week starts.
- Switch on the overdue follow-up automation — reminders now send without you.
- Watch the overdue column shrink as money stops slipping through the cracks.
Create the invoices themselves with the Free AI Invoice Generator, or see how other owners track payments in the Community Gallery.