Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
from $9/user/mo
About InvoiceSherpa
InvoiceSherpa is an accounts receivable (A/R) automation platform that helps businesses get paid faster and improve cash flow. It syncs with your accounting software, automatically sends invoice reminders, and lets clients pay directly from the invoice via credit card or ACH. The platform handles the entire collections process, from initial invoice to late payment reminders, and reconciles payments back into your accounting system.
What problem does it solve?
Manual A/R tracking is time-consuming and often results in overdue payments. InvoiceSherpa reduces past due receivables by 25% and days sales outstanding (DSO) by 20% on average. It automates follow-ups, integrates payments, and gives clients a self-service portal to view and pay outstanding invoices anytime.
Who is it for?
InvoiceSherpa is trusted by marketing agencies, law firms, IT services, software companies, and accounting firms. It works for any business that sends invoices, from sole proprietors to enterprises. If you struggle with late payments and want to streamline collections without hiring extra staff, this tool is for you. It's not ideal for businesses that don't invoice clients or prefer manual billing processes.
Real use cases
Marketing agencies automate collections on overdue campaign invoices. Law firms recover outstanding fees on client matters. IT services get paid for service contracts and project invoices. Software companies handle subscriptions and project-based billing. With integrated payments, autopay, and installment plans, you can reduce bad debt and improve cash flow.
Key features
- Custom Invoice Reminders — Set the tone with personalized, automated reminder messages to get paid faster.
- Customer Portal — Give clients 24/7 access to view and pay outstanding invoices, set payment terms, and self-serve.
- Automatic Payments — Set recurring billing or auto-collect payments on selected invoices.
- Dashboard A/R Monitoring — Intuitive dashboard to monitor cash flow and stay on top of receivables.
- Integrated Payments — Let clients pay directly from the invoice via credit card or ACH.
- Automated Reconciliation — Payments are automatically matched and booked back into your accounting software.
- Multi-Currency Support — Accept payments in multiple currencies to serve global clients.
SaaSpartout Score
7.7
/10
Editorial score from our review methodology — not user ratings.
◆ AI advisor — 30 seconds, no signup
Why are you looking at Payments & Merchant Services tools today?
InvoiceSherpa Pricing
InvoiceSherpa pricing: from $49/mo.
Sole Proprietor – $49/mo
Up to 100 open invoices, custom scripting & scheduling, payment & accounting software integration.
Small Business – $99/mo
101-500 open invoices, custom scripting & scheduling, payment & accounting software integration.
Enterprise – $199/mo
Unlimited open invoices, custom scripting & scheduling, payment & accounting software integration.
All plans include a 14-day free trial (no credit card required), unlimited payment reminders, unlimited transactions, no annual contracts, customizable email templates, SMS reminders, branded customer portal, autopay, transaction surcharging, and North American based support. Prices in USD. A 1% transaction fee applies to all invoices paid; this fee is waived for payments processed through Propelr when opening a new account via InvoiceSherpa's integrations page.
Frequently asked questions
How much does InvoiceSherpa cost?
InvoiceSherpa starts at $49/month for the Sole Proprietor plan (up to 100 open invoices). Small Business is $99/month (101-500 invoices), and Enterprise is $199/month (unlimited invoices). All plans include a 14-day free trial with no credit card required.
Is there a free trial?
Yes, InvoiceSherpa offers a 14-day free trial. You don't need a credit card to start, and it's risk-free.
What does InvoiceSherpa do?
InvoiceSherpa automates accounts receivable. It syncs with your accounting software, sends automatic payment reminders, integrates payments, and reconciles transactions. It helps businesses get paid faster and reduce overdue receivables.
Who is InvoiceSherpa best for?
It's best for marketing agencies, law firms, IT services, software companies, and any business that sends invoices. It's particularly useful for those with high invoice volumes or recurring billing who want to avoid manual follow-ups.
What are the top alternatives to InvoiceSherpa?
Common alternatives include FreshBooks, QuickBooks, PayPal invoicing, and other A/R automation tools. InvoiceSherpa stands out for its integrated payments, customizable reminders, and strong accounting software integrations.
What are the limitations of InvoiceSherpa?
A 1% transaction fee applies to all invoices paid, unless using Propelr. It requires syncing with an accounting platform to pull invoice data. There's no mention of inventory management or full invoicing creation; it focuses on collections and payment automation.
