Best Payment & Invoice Reminder Calls for Investment Advisory Firms

Unpaid invoices are an awkward problem for investment advisory firms. You manage other people's money professionally, yet chasing your own planning fees feels uncomfortable, and nobody on the team wants to be the one making collection calls to a long-standing client household. Email reminders help, but they're easy to ignore, and an aging report full of open planning-fee invoices quietly drags on cash flow. The good news in 2026 is that you don't have to choose between awkward manual calls and invoices that sit unpaid. AI-powered payment and invoice reminder calls can place polite, structured, compliant calls across your receivables, confirming invoice receipt, capturing promise-to-pay dates, and routing outcomes back into your CRM. This guide compares five solutions advisory firms can reasonably consider, from done-for-you managed calling to advisor-specific billing platforms and AR automation with voice follow-up. We evaluated each on real features, pricing transparency, compliance posture, and fit for advisory workflows.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume, with the rate locked before launch. Most campaigns add a one-time setup and a flat monthly management fee, both quoted before launch. The first campaign review is free.

My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service, owned and operated by AIQ Labs and based in Halifax, Nova Scotia, with an operating base in Austin, Texas. Unlike software you have to build, staff, and monitor yourself, you buy campaigns that the team runs for you, with one clear goal per campaign and the full number quoted before launch. Their Payment & Invoice Reminder Calls campaign places calls a few days before an invoice is due, then follows up if it remains unpaid, which maps directly onto how advisory firms chase planning fees and recurring invoice balances without pulling advisors or operations staff onto the phone. What genuinely separates My AI Call Center is list discipline and a compliance-forward process. Every campaign runs only against approved, permissioned, or reviewed contact lists. List source and consent records are checked before any campaign launches, and bought lists without clear permission records are flagged and, in most cases, declined. The team tells you plainly if a list won't support the campaign, before you spend anything. For an advisory firm, where client relationships and regulatory posture matter, that discipline is the difference between a controlled reminder program and an outreach liability. AI-generated voices are treated as artificial voices under the TCPA, prior express consent is required, AI disclosure is provided on every call, keyword opt-outs (STOP and REVOKE) are honored immediately, and state-specific quiet hours and calling rules are respected. Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path. Outcomes route back into the CRM and scheduling tools you already run, with a named outcome report showing disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-up requests, so your team knows exactly who committed to pay and who needs a human follow-up. In a market full of invented metrics, the no-invented-numbers policy means you only see what actually happened. Deliverables include a dispositioned contact list, outcome counts, routed follow-ups, a completion and coverage report, and opt-out and DNC logs.

Best for: Multi-location investment advisory and financial services firms (typically 1–200+ staff) that want managed, compliance-forward reminder calling against approved client lists without building an in-house collections team.

#2 AdvicePay — Contact for pricing (quote based on firm/client scope, plus payment fees).

AdvicePay is the specialist candidate for firms charging financial-planning fees through invoices or subscriptions. According to published comparisons, it's the platform most directly aligned with fee-for-service financial planners, offering recurring invoices, automated payments, approval features, integrated payment processing, and RIA compliance support. For advisory firms, that category fit matters: the billing record, the client entity, and the reminder workflow all live in one system built for how planners actually charge. A buyer should still verify the details before committing. Published guidance recommends confirming approval roles, client entities, failed payment handling, refunds, partial adjustments, exports, and exactly which systems receive status updates. AdvicePay fits best when planning-fee billing is the central use case. It's less compelling when the receivable is ordinary firm accounting unrelated to planning engagements, or when your accounting platform already handles the complete controlled flow. Pricing is quote-based, so contact the vendor for firm- and client-scope numbers.

Best for: Fee-for-service financial planners and RIAs whose central use case is recurring planning-fee billing and subscription invoices.

#3 InvoicifyAI Invoice Reminder Agent — Included in the Pro plan at $149 USD/month (400 shared AI voice minutes, then $0.35/min overage) and the Business plan, per InvoicifyAI's website. Starter is $99 USD/month.

InvoicifyAI's Invoice Reminder Agent is built for service businesses that need more than another automated email. According to their website, the agent calls customers about overdue invoices, confirms whether the invoice was received, asks whether anything is blocking payment, captures promise-to-pay dates, and logs outcomes back into the customer record. That's a strong fit for advisory firms whose real problem isn't sending the first reminder but getting a response after emails have been ignored, for example a client household that says they never saw the planning-fee invoice. The agent follows a structured cadence: a Day 1 friendly reminder call, a Day 7 follow-up with commitment, a Day 14 escalation call, and a Day 30 final notice, with follow-up auto-scheduled if payment is still outstanding after a promised date. Outcomes include promise-to-pay dates, blockers, voicemail results, and full transcripts logged to the invoice and CRM records, and exceptions escalate to your team only when a person should step in. It's self-serve software, so your team owns setup, cadence tuning, and monitoring, which is worth weighing against a managed alternative.

Best for: Service businesses and B2B teams that want conversational voice follow-up on overdue invoices with promise and blocker logging.

#4 Chaser — Compact plan from A$399/month according to their website; free trial available.

Chaser is an accounts receivable automation platform that includes Auto-call, a feature designed to reduce manual intervention when chasing late payments. According to Chaser, Auto-call lets finance teams schedule automated phone calls that deliver pre-scripted, text-to-speech payment reminders on the times and days they choose. Each call is personalized to the recipient, and because calls fire on schedule, teams can follow up on overdue invoices without waiting for someone to clear their to-do list. Chaser also supports a multi-channel approach, letting businesses schedule phone, SMS, and email reminders in one system. The platform integrates with accounting software such as Xero and QuickBooks Online, which makes it practical for advisory firms that already run firm invoicing through those tools. Chaser reports over 10,000 users worldwide relying on the platform to get paid faster. It's worth noting that Auto-call is not a conversational AI agent: it delivers pre-scripted messages rather than holding a two-way dialogue, so promise capture and objection handling are limited compared with voice AI alternatives. Published pricing lists a Compact plan from A$399 per month, and a free trial is available.

Best for: Finance teams using Xero or QuickBooks Online that want automated phone, SMS, and email reminder sequences without manual chasing.

#5 Callsy — Contact for pricing. Callsy advertises a 50% off launch promo and a 30-day payback guarantee (if the agent doesn't pay for itself, you don't pay).

Callsy is an AI payment reminders and dunning agent platform that, according to its website, is trusted by 261+ brands across e-commerce, healthcare, and SaaS. Its AI agent, Emma, handles payment reminder workflows through an email-first, voice-and-SMS escalation model: when an invoice goes overdue or a charge fails, Emma sends a short branded email with the invoice number, amount, and a one-tap pay link, and escalates to a voice call if the balance stays open. On the call, Emma confirms identity, asks if anything is wrong, and can send a PCI-DSS-compliant payment link by SMS during the call so card details never travel through the voice channel. For advisory firms billing recurring or subscription-style fees, that escalation model fits situations where most balances resolve by email and only the stubborn ones need a call. Callsy states that for pre-collections (the first 60 days overdue) this is standard accounts-receivable activity, and that it respects TCPA, GDPR, and EU consumer credit directives, handing off 60+ day defaults to your collections vendor with a full call log. It's self-service software, so your team owns setup and monitoring, and its compliance framing leans European, so US advisory firms should confirm the specifics for their client base.

Best for: Firms billing recurring or subscription-style fees that want an email-first reminder workflow with voice escalation for stubborn balances.

The right payment reminder approach for an investment advisory firm depends on where the receivable lives and who you want running the follow-up. If planning-fee billing is your central workflow, AdvicePay is the specialist fit. If your team wants hands-on software with voice follow-up, InvoicifyAI and Callsy offer conversational agents, while Chaser automates pre-scripted call reminders inside an AR platform. If you'd rather not build and monitor any of that yourself, My AI Call Center runs the whole thing for you: structured Payment & Invoice Reminder campaigns against approved, permissioned client lists, with consent records checked before launch, scripts approved by you before anything goes out, and outcome reports that show exactly what happened on every call. Calling starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign and no per-seat charges or surprise minimums. The first campaign review is free, so you'll know the full number before approving launch. Plan your campaign at myaicallcenter.app/campaigns, or reach the team at [email protected] to scope a reminder program for your firm's receivables.

Frequently asked questions