Never miss an invoice again
Move from sending invoices to running your cash flow as a system. Settle handles invoicing and follow-ups automatically so nothing slips through.
You're leaving money on the table
2 clients flagged based on your invoicing history
Acme Inc
Last invoice 10 days ago, usually monthly
Beta LLC
Usually invoiced weekly, 3 days overdue
Estimated missed revenue
The problem
You're losing money without realizing it
Invoices get sent. Follow-ups get forgotten. Revenue slips quietly.
Invoice delayed
5 days late, $3,200 sitting idle
Missed cycle
No invoice this month, revenue gone
Revenue at risk
$6,000 unbilled across 2 clients
Detection
We catch what gets missed
When you use Settle for invoicing or import your existing data, we learn your billing patterns and surface missed invoices, delayed payments, and revenue at risk. Nothing depends on memory. Nothing slips through.
Based on your invoicing history:
Acme Inc
Last invoice 10 days ago
Beta LLC
Usually invoiced weekly
Follow-up
Stop chasing payments
Settle follows up automatically based on client behavior. Reminders escalate over time so invoices do not get ignored or delayed. You stay professional while the system ensures every invoice is followed through.
Invoice sent
Friendly nudge
Polite check-in
Firm follow-up
Final notice
How it works
Detect. Act. Control.
Detect
We find invoices you forgot to send
We detect missed invoices, late payers, and revenue at risk, before you notice.
Acme Inc, 10 days since last invoice
Act
Create and send invoices instantly, or let AI do it
One click to invoice. Or let Autopilot draft, send, and follow up without you lifting a finger.
INV-0042 for Acme Inc, $4,200
Control
Every action follows your rules and approvals
Spending limits, approval chains, and policies you define. AI or human, same guardrails apply.
Within guardrails, no manual review needed
Product
Everything gets sent, followed up, and controlled
Smart Invoicing
Create invoices in seconds
Create invoices instantly without manual work. Templates, cloning, and recurring schedules ensure invoices go out consistently.
Adaptive Follow-ups
Follow-ups that adapt to each client
Automatically follow up based on client behavior. Reminders escalate over time so invoices don't get ignored or delayed.
Guardrails
Control every action across send and receive
Define rules, approvals, and limits for both sending and receiving invoices. Every action is evaluated, approved, or blocked based on your policies.
Autopilot
AI agents run your entire invoicing workflow
AI agents create invoices, send follow-ups, and execute workflows automatically using APIs and MCP, all within your guardrails.
Cash Intelligence
Understand how your clients actually pay
Track client patterns, missed cycles, and payment delays. Identify revenue at risk, detect inconsistent billing, and know which clients need attention.
Client Workspace
Your client sees a clean, branded page
Your clients open a professional invoice page with your logo and branding. They review, approve, and pay. No account required. White-label available on Enterprise.
Recurring invoices
Set it once. Never think about it again.
Most retainer clients get invoiced the same amount every month. Set up a recurring invoice and it goes out on schedule, every time. No reminders to yourself, no copy-pasting last month's invoice.
And if you have clients you haven't set up yet, Settle notices. It learns your billing patterns and flags when an invoice is overdue based on your history, not a calendar you forgot to update.
Recurring handles the expected. Detection catches everything else.
13 currencies
Invoice international clients in their currency
Auto-send or draft
Send automatically or review before it goes out
Acme Inc
Monthly, $5,000
Beta LLC
Weekly, $1,200
Gamma Corp
Usually invoiced monthly, 12 days since last
Autopilot
Let AI run your workflows, with guardrails
Autopilot runs invoicing and follow-ups automatically. Guardrails ensure everything stays under your control.
Invoice created
INV-0042 for Acme Inc
Follow-up scheduled
Polite check-in in 7 days
Approval required
Amount exceeds $5,000
Sent to Acme Inc
Approved by Sarah K.
Ready to stop missing invoices?
Approved
Invoice within guardrails. Sent automatically.
Needs review
$5,000 threshold exceeded. Held for approval.
Blocked
Outside allowed client list. Action denied.
Pending
Awaiting manager approval. 1 of 2 approvers signed.
Guardrails
Every action is evaluated before it happens
Approved, held, or blocked based on your rules. Multi-user approval workflows, sender and receiver validation, role-based policies. Nothing happens without your sign-off.
Integrations
Works with your existing tools
Already using a CRM, spreadsheet, or invoicing tool? Connect your data or switch to Settle to add intelligence to your cash flow. Use Settle directly from tools like Claude and Cursor, or integrate via APIs and MCP.
CRM
Sync clients and contacts
Accounting
Push invoices and payments
AI Tools
Run invoicing from AI workflows
API
REST + MCP for full control
Pricing
Simple pricing that scales with your business.
Start free. Upgrade when you need more automation.
Try Settle
Free
Start invoicing and get a feel for Settle.
- 1 user
- 3 clients
- 5 invoices per month
- Manual reminders
- Client portal
Get Paid
Starter
Stay on top of payments and reduce follow-ups.
- 1 user
- 50 clients
- 200 invoices per month
- Automated follow-ups
- Client portal
- Basic client insights
- CRM & accounting integrations
+$15/mo per additional user · +$29/mo AI add-on per user
Scale
Growth
Automate collections and run your workflow across tools.
- 1 user
- 300 clients
- 1,000 invoices per month
- Intelligent follow-ups
- Client portal
- Advanced client intelligence
- Workflow automation
- API & MCP access
+$12/mo per additional user
Custom
Enterprise
Designed for complex financial operations and high-scale businesses.
- Custom users
- Unlimited clients
- Unlimited invoices
- Advanced follow-ups
- Client portal
- Advanced client intelligence
- Integrations + ERP
- API with custom limits
- SSO
- White-label
- Dedicated support
Add-on
AI Automation
+$29 / user / month
Adds intelligence to your workflows.
Automation and API usage are included with generous limits and scale with your business. Each API or AI request counts as one unit. Background processing does not count.
API and MCP access are available on Growth plans and above.
Start free. We'll tell you when you're ready for more.
Start sending invoices or import your data
Settle begins learning your patterns and surfaces what needs attention so nothing gets missed. Based on your invoicing history, you may have missed revenue that was never billed or followed up.
See what you're missing