Create by voice or text
Describe the customer, the work, and the amount as naturally as you would explain it to an accountant.
AI invoicing, with human judgment built in
Tell us what you completed. We’ll take it from invoice to reconciliation.
Create invoices by voice or text, approve them at a glance, automate professional follow-ups, and match incoming payments—all without wrestling with full accounting software.
You stay in control Human review for exceptions Built for U.S. service businesses
Voice instructionListening
“Invoice Northstar Studio for the August strategy workshop, $2,400, due in 15 days.”
Invoice draft Ready to review
CustomerNorthstar Studio
ServiceStrategy workshop
Total$2,400.00
Describe the completed work naturally
Review a finished, validated draft
Follow up with a consistent workflow
Reconcile with explainable matching
A focused service, not another finance suite
The part after the work is done shouldn’t create more work.
Small business owners already know what they delivered. The friction is translating that work into a polished invoice, sending it on time, remembering every follow-up, and identifying the payment when it arrives.
CollectIQ gives that entire loop one calm, consistent home—powered by AI, governed by your rules, and backed by people when judgment is needed.
Invoice-to-reconciliation
One intelligent workflow. Four jobs handled.
CollectIQ stays deliberately focused on the operational work that moves an invoice forward.
Approve at a glance
CollectIQ prepares a structured draft from your approved templates and highlights anything that needs attention.
Send and follow up
Deliver professional invoices and run a consistent, respectful email follow-up schedule in your business voice.
Reconcile with confidence
Match incoming bank and merchant payments to open invoices, with human review for uncertain cases.
How it works
From a quick instruction to a closed loop.
Every step preserves context, approvals, communication, and payment evidence on the invoice.
Talk through your workflow- 01
Set up your business once
Save your identity, logo, payment instructions, terms, service templates, sales-tax fields, and preferred communication tone.
- 02
Speak or type the work
Tell CollectIQ the customer, service, amount, dates, and terms in everyday language.
- 03
Review what matters
See the complete draft alongside the original instruction. Any uncertainty or unusual value is highlighted before approval.
- 04
Send and follow up
The approved invoice goes out professionally. CollectIQ runs the email schedule and brings replies or exceptions back to you.
- 05
Match, verify, close
Authorized bank and merchant signals are compared with open invoices. Confident matches close the loop; uncertain ones receive human review.
Human-loop architecture
Automation that earns its autonomy.
Confidence helps prioritize work. Your policies decide what the agent is allowed to do.
INPUT
Voice or text
Your natural-language instruction
PREPARE
AI draft
Structured, calculated, validated
CONTROL
Policy gate
Confidence + rules + approval
RESOLVE
Human loop
Exceptions get judgment
Explainable reconciliation
A match you can understand—not a mystery score.
CollectIQ compares amount, invoice reference, payer, timing, payment source, and prior patterns. Evidence stays attached to every decision.
Payment match96%
- Exact amount match
- Invoice reference found
- Known customer account
- Within expected date range
Eligible for your configured automation policy
Built for the owner’s reality
Less administrative drag. More control over what’s outstanding.
CollectIQ removes repeated entry and follow-up work while keeping important financial actions visible and reviewable.
Start with a sentence instead of a maze of fields.
Keep follow-up consistent without relying on memory.
Protect customer relationships with approved tone and human escalation.
Know why a payment matched before an invoice is closed.
Scale gradually without adopting a full accounting suite.
The CollectIQ difference
Purpose-built for the space between finished work and received payment.
What mattersTypical approachCollectIQ
Getting startedConfigure complex finance softwareDescribe the work naturally
Invoice creationEnter every field manuallyAI drafts from voice or text
Quality controlFind errors after sendingReview a validated draft first
Follow-upRemember, search, and resendRun an approved workflow
Payment matchingScan statements manuallySee suggested matches with evidence
ExceptionsOwner handles every caseHuman review where judgment matters
Simple monthly pricing
Choose the volume that fits your business.
Start free. Move up when your monthly invoice volume grows.
Free
Up to 10 invoices / month
$0
For trying the essentials with a small invoice volume.
- Voice and text invoice drafts
- At-a-glance approval
- Professional invoice delivery
Starter
11–100 invoices / month
$29.99/month
For independent professionals and small service teams.
- Everything in Free
- Configurable email follow-ups
- Payment status tracking
Growth
101–500 invoices / month
$69.99/month
For growing businesses managing more customers and volume.
- Everything in Starter
- Bank and merchant reconciliation
- Human exception workflow
Scale
More than 500 invoices / month
$299/month
For higher-volume operations that need a tailored workflow.
- Everything in Growth
- Higher-volume operations
- Workflow configuration support
Plan allowances and optional human-review or voice usage limits will be confirmed before commercial launch.
Who it’s for
Built for U.S. service businesses that would rather serve customers than chase paperwork.
Consultants
Turn completed engagements and retainers into accurate invoices without breaking focus.
Agencies & studios
Keep project, milestone, and recurring invoices moving across every client.
IT service providers
Invoice recurring support, implementation work, and added services consistently.
Staffing firms
Prepare client invoices from approved service details and keep follow-up organized.
Field services
Speak the job details after the work and begin an invoice from anywhere.
Small B2B teams
Give invoice-to-payment work one clear process without adding a full AR department.
Frequently asked
Clear answers before you hand over the follow-up.
Still have a question? Email hello@collectiq.biz.
Is CollectIQ accounting software?
No. CollectIQ is focused on creating, sending, following up on, and reconciling customer invoices. It is designed to work alongside your existing accounting process, not replace it.
How does voice-to-invoice work?
You describe the completed work in everyday language. CollectIQ structures the customer, services, dates, amounts, and terms into a draft for you to review.
Will an invoice be sent without my approval?
Initially, every invoice requires your approval. You may later choose to allow eligible, familiar invoices to send automatically after the agent has learned your patterns, reaches the required confidence, and passes your control rules.
How are payments matched to invoices?
CollectIQ can use authorized bank and merchant connections to compare incoming payments with open invoices. Exact amounts, references, payer information, timing, and prior patterns help produce an explainable match score.
What happens when the AI is uncertain?
Uncertain drafts, replies, and payment matches are routed for human review. Low-confidence reconciliation is never silently treated as complete.
Does CollectIQ calculate sales tax for me?
CollectIQ can apply the service and sales-tax templates you configure. Your business remains responsible for selecting the appropriate tax treatment and obtaining tax advice when needed.
Which follow-up channels are supported?
The initial workflow is email-first. An optional email-to-AI-voice-to-email workflow is planned with appropriate authorization, disclosure, scheduling, and human escalation controls.
Who is CollectIQ for?
CollectIQ is designed for U.S. service businesses that create customer invoices but do not want a complex accounting suite or a full internal accounts-receivable team.
Start a conversation
Show us how your business invoices today.
Tell us about your monthly volume and follow-up process. We’ll help you see where CollectIQ can remove friction while keeping you in control.
EMAIL UShello@collectiq.biz
EARLY ACCESSFor U.S. service businesses