Cash flow automation for agency receivables
Flovanta helps marketing agencies turn unpaid invoices into a visible, repeatable follow-up process. It gives operators a clearer view of outstanding revenue and helps reduce the founder burden of remembering who needs a reminder.
Why cash flow feels unpredictable in agencies
Revenue is earned before cash is received
Agencies deliver strategy, creative, paid media, SEO, development, and retainer work before every client has paid. Without a receivables process, outstanding revenue becomes hard to plan around.
Follow-up competes with client delivery
Founders and operators often delay reminders because they feel awkward, too busy, or unsure how firm to be with a B2B client.
Spreadsheets rarely show the full picture
Aging, reminder status, payment links, and client notes live in different places. That makes hiring, contractor payments, and tool budgets harder to time.
What Flovanta makes more predictable
Outstanding revenue visibility
See which invoices are unpaid, where each one is in the follow-up sequence, and which client conversations may need human attention.
Consistent receivables habits
Structured 3/7/14 follow-ups help your team act consistently instead of chasing invoices only during cash crunches.
Lower payment friction
Payment links in each reminder give clients a direct path to pay and can reduce avoidable back-and-forth.
Cleaner client communication
Professional reminder language helps preserve relationships while making payment expectations clear.
How Flovanta supports cash flow discipline
1. Start from existing invoices
Keep creating invoices in Xero, QuickBooks, Holded, Stripe, PDFs, or CSV workflows. Flovanta works after the invoice exists and focuses on getting the unpaid work followed up professionally.
2. Apply structured reminders
Use day 3, day 7, and day 14 follow-ups with clear invoice details, appropriate tone, and a payment link in each reminder.
3. Track follow-up history per invoice
Operators can see what was sent, what is pending, and where a manual conversation may be needed before a client relationship gets strained.
4. Review receivables before planning decisions
Use receivables visibility when planning contractor payments, hiring timing, owner distributions, and campaign spend commitments.
Cash flow automation is not accounting automation
Flovanta does not forecast your full P&L, replace your accountant, or become an ERP. It helps create discipline around the accounts receivable part of cash flow: what is outstanding, what has been followed up, and what needs action.
Start with one invoice
Add a structured follow-up process to unpaid agency invoices without changing your accounting system.
Start free