Accounts receivable automation for agencies
Flovanta is a receivables control layer for agencies that already create invoices elsewhere. It helps founders and operators run structured 3/7/14 follow-ups, include payment links, and keep a clear history per invoice without turning client communication into a debt collection process.
Why receivables slip inside agencies
Marketing agencies often work with B2B clients, retainers, and project invoices that need polite but consistent follow-up. The work has been delivered, the invoice exists, but the reminder usually depends on a founder, operations lead, or account manager remembering to send the right note at the right time.
That creates awkward client communication, patchy spreadsheets, and limited visibility into outstanding revenue. Flovanta is designed to make the process consistent without making it aggressive.
What Flovanta does
Every open invoice gets a follow-up plan
Use a structured 3/7/14 receivables follow-up cadence so overdue invoices are handled consistently instead of being chased only when cash feels tight.
Each reminder can carry a payment link
Payment links reduce back-and-forth for B2B clients and give them a direct path to settle the invoice from the reminder.
Follow-up history stays attached to the invoice
See which invoices are overdue, which reminders have gone out, and where founder or operator attention may be needed.
Payment stops the sequence
When an invoice is marked paid through your workflow, pending follow-ups can stop so clients are not reminded after payment.
How it works after the invoice exists
1. Bring in open invoices
Use invoices from your existing process, whether that is Xero, QuickBooks, Holded, Stripe, PDFs, or CSV-based workflows.
2. Choose the reminder tone
Set professional language that fits your agency's client relationships, from friendly reminders to firmer follow-ups.
3. Add a payment path
Include a payment link in each reminder so the client can act immediately instead of asking where or how to pay.
4. Monitor exceptions
Keep visibility into unpaid work and step in only when a relationship or dispute needs human judgment.
Not accounting software. Not an ERP.
Flovanta does not replace Xero, QuickBooks, Holded, Stripe, or the PDF and CSV processes your agency already uses to issue invoices. It works after the invoice exists.
The role is narrower: create cash flow discipline around unpaid invoices with professional follow-ups, payment links, and receivables visibility.
Related solutions for agencies
Invoice Follow-Up Automation
Structured reminders, payment links, and invoice-level follow-up history.
Cash Flow Automation
Visibility into outstanding revenue so agency operators can plan with fewer surprises.
Retainer Payment Management
Receivables discipline for monthly B2B retainers and recurring client payments.
Invoice Reminder Software
More than a reminder app: a control layer for overdue agency invoices.
Start with one invoice
Use Flovanta to add structured follow-up and a payment path to an unpaid invoice without replacing your invoicing workflow.
Start free