One-Time Setup
Starting at$750one-time
Invoice, reminder and confirmation workflows triggered by payment status.
- Invoice and reminder workflow
- Payment-status triggers
- Confirmation workflow
- System integrations
- Testing
Payments & Finance Automation
Payments & Finance Automation
Automate invoices, payment reminders and recurring billing workflows to reduce manual work and keep payments moving.
- Fewer manual steps
- Timely reminders
- Clearer payment status
Complete solution
Everything You Need to Simplify Payments & Finance
From invoices to payment confirmations, automate the workflow around each payment.
Invoice Automation
Invoices are created and sent when a job, booking or milestone is completed.
Recurring Billing
Recurring charges and renewal notices run on a schedule.
Payment Reminder
Polite reminders go out before and after a due date.
Payment Confirmation
Customers and your team are notified as soon as a payment lands.
AI Invoice Processing
Details are extracted from incoming invoices for review and entry.
Workflow Reporting / Visibility
See where each payment workflow stands, from sent to paid.
How it works
From Invoice to Payment, Automated
A seamless, end-to-end process that handles the workflow around each payment.
- 01
Invoice Created
Create an invoice manually or from a form or CRM.
- 02
Invoice Sent
The invoice goes to the customer automatically.
- 03
Reminder
Gentle reminders by email, SMS or WhatsApp.
- 04
Payment Received
The customer pays through your payment platform.
- 05
Confirmation
A receipt and thank-you message are sent.
- 06
Records Updated
Status is synced to the tools you use.
Adlyvo provides workflow automation, not accounting, tax, banking or financial advisory services.
Pricing
One-Time Setup and Ongoing Management
Starting prices. Final scope depends on your tools, channels and how complex the workflow is.
Ongoing Management
$297/month
Adlyvo keeps the payment workflows monitored and maintained.
- Monitoring
- Maintenance
- Workflow adjustments
- Troubleshooting
Ongoing Management is Adlyvo's fee for monitoring, maintaining, adjusting and supporting the workflows. It is not a software or platform subscription. Payment-platform transaction and platform fees, and other third-party costs, are separate.
Ready to streamline your payments?
Let Adlyvo Automate the Workflow Around Your Payments.
Focus on running your business while reminders and confirmations run automatically.
- Automate invoices
- Set up recurring billing workflows
- Get clearer payment status
- Reduce manual work
No commitment. Just a conversation about your goals.