Late planning-fee invoices are a quiet cash-flow problem in advisory practices. The engagement was delivered, the planning work is done, and then the invoice sits in a client's inbox for another 30 days while your team hesitates to pick up the phone. That hesitation is understandable: calling a client about money feels awkward, and doing it consistently takes staff time most firms don't have. Email reminders help with the easy cases, but they can't confirm the invoice arrived, surface a missing approval, or capture a promise-to-pay date. A structured reminder call can. In this 2026 guide, we compare five solutions that help investment advisory firms run payment and invoice reminder calls professionally, from done-for-you managed calling to advisory-specific billing platforms with built-in reminders. We looked at pricing transparency, compliance posture, and how well each option fits the way advisory firms actually bill for planning fees and retainers.
#1 My AI Call Center — Calling starts at 9¢ per connected minute (tiered by volume), plus a one-time campaign setup fee and flat monthly management fee, both quoted before launch. 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, that runs structured AI-powered calling campaigns against approved, permissioned, or reviewed contact lists only. For advisory firms, its Payment & Invoice Reminder Calls campaign is built around one clear goal: reduce late payments on planning fees and retainers without pulling your client-service staff away from clients. Calls are placed a few days before an invoice due date, with structured follow-up if the payment remains unpaid, and every campaign is scoped and quoted in full before launch. This is not software you have to learn. You buy campaigns that the team runs for you.
Pros
- Done-for-you managed service: no platform to learn, no seats, no minimums you did not choose
- Transparent, rate-locked pricing known in full before approving launch
- Strong list discipline and consent verification before any campaign runs
- Compliance-forward: AI disclosure, TCPA-aware handling, honored DNC and opt-out requests
- Outcome reporting routed back into the CRM and billing tools you already run
Cons
- Managed service model means less hands-on control than self-serve software
- Setup and management fees are quoted per campaign, so total cost requires an upfront review
- Script and escalation approval adds a few days to setup
Best for: Investment advisory firms, RIAs, and multi-advisor practices (1–200+ staff) that want managed, compliance-first reminder calling against approved client lists without building an internal call center.
#2 InvoicifyAI Invoice Reminder Agent — Included in the Pro plan at $149 USD/month according to their website; a 7-day free trial is advertised.
According to their website, InvoicifyAI's Invoice Reminder Agent goes beyond automated email reminders by calling customers about overdue invoices, confirming whether the invoice was received, asking whether anything is blocking payment, capturing promise-to-pay dates, and logging outcomes back into the customer record. For advisory firms billing flat fees or retainers on net terms, the biggest problem is often not sending the first reminder but getting a real response after emails have gone unanswered. A typical cadence described on their site runs Day 1 reminder, Day 7 follow-up, Day 14 escalation, and Day 30 final notice, with auto-scheduled follow-up if a promised payment does not arrive. The agent logs promise-to-pay dates, blockers, voicemail outcomes, and transcript context, and stops when an invoice is paid or escalates exceptions to your team. Pricing for the Invoice Reminder Agent is included in their Pro plan at $149 USD/month according to their published pricing page, which also bundles an AI receptionist and CRM suite.
Pros
- Voice-first follow-up that captures blockers and promise-to-pay dates
- Outcome logging connected to customer records
- Focused specifically on invoice reminder workflows
- Published pricing and a free trial option
Cons
- Built for general service-business invoicing rather than advisory-specific fee structures
- Best suited when email reminders alone are not enough; not a full AR automation suite
- Voice minutes are shared and capped per plan, with overage charges beyond the included allowance
Best for: Advisory firms and service businesses that want polite voice follow-up on overdue invoices with payment commitment capture and CRM-ready outcomes.
#3 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 are placed instantly on schedule, teams can follow up on overdue invoices without waiting until they have cleared their to-do list. Chaser also supports a multi-channel approach, allowing businesses to schedule phone call, SMS, and email reminders in one system so payment reminders get seen without bombarding clients. The platform integrates with accounting software such as Xero and QuickBooks Online, which makes it a practical fit for advisory firms that already run invoicing through those tools. Chaser reports that over 10,000 users worldwide rely on the platform to get paid faster and protect cash flow. It is worth noting that Auto-call delivers pre-scripted messages rather than holding a two-way conversation.
Pros
- Automated phone calls remove the need for manual dialing
- Multi-channel scheduling keeps reminders coordinated
- Xero and QuickBooks integrations fit existing accounting workflows
- Free trial available
Cons
- Pre-scripted text-to-speech is not a conversational AI agent
- Pricing may be better suited to larger AR teams than small advisory practices
- No advisory-specific fee or engagement context
Best for: Finance teams and advisory firms using Xero or QuickBooks that want automated phone, SMS, and email reminder sequences without manual chasing.
#4 AdvicePay — Contact for pricing (quoted by firm and client scope, plus payment processing fees).
AdvicePay is a billing and payment platform designed specifically for financial planners charging fee-for-service planning fees, founded in 2016 by Alan Moore and Michael Kitces. According to its Schwab Advisor Services provider listing and company materials, AdvicePay offers recurring and subscription billing options for advisors offering fee-for-service financial advice, built around the compliance needs of advisory firms. For firms whose late-payment problem starts with the billing workflow itself, AdvicePay addresses the receivable at the source: invoices and payment collection for planning fees, with recurring billing options that reduce the number of invoices that go overdue in the first place. It is the specialist candidate for planning-fee billing, and an editorial comparison by US Tech Automations scored it highest among advisor-relevant tools for invoice ownership, reminder control, and advisor context. Note that AdvicePay is a billing platform rather than an outbound calling service, so firms wanting live reminder phone calls would pair it with a calling solution.
Pros
- Purpose-built for advisory fee-for-service billing rather than generic invoicing
- Compliance-aware design for RIA payment processing
- Recurring billing reduces invoices that go overdue in the first place
- Established track record serving RIAs since 2016
Cons
- Not an outbound calling service; no live reminder phone calls
- Pricing is quote-based, so comparison requires contacting the vendor
- Skip it if the receivable is ordinary firm accounting unrelated to planning engagements
Best for: Advisory firms whose central use case is compliant billing and collection of financial-planning fees, especially one-time and recurring retainers.
#5 Invoicera — Contact for pricing; a 7-day free trial is advertised with no card needed.
According to its website, Invoicera supports configurable payment reminder ladders for outgoing customer invoices. Finance teams can organize follow-up by due-date stage, define what each stage says, and decide when an exception needs a person. Reminders run before the due date, on it, and after it, from sequences and templates approved once, so a past-due reminder follows an agreed cadence and escalation rule instead of someone's memory. The platform includes a branded client portal where the customer can view, download, and pay the invoice and see statement history, which gives advisory clients one clear place to act. Invoicera also supports reminder copy generation with tone control, while the operator retains the final send decision, and disputes pause routine reminders pending human review. For advisory firms that want structured, stage-based follow-up connected to their invoicing workflow, Invoicera is a reasonable fit, though its reminders are message-based rather than conversational phone calls. The company notes it does not perform card-retry recovery or replace human review when a client disputes an invoice.
Pros
- Reminder ladders turn follow-up into approved policy rather than personal calendar tasks
- Exception handling keeps disputes visible with a named resolver
- Client portal gives customers one place to view and pay invoices
- Free trial with no card required
Cons
- Reminder capability is message-based, not conversational voice calling
- Does not perform card-retry recovery
- Requires configuration work to define stages and stop conditions
Best for: Advisory firms and professional-services teams that want stage-based, policy-driven payment reminder sequences tied to their invoicing workflow.
Payment reminder calls work when they are consistent, polite, and compliance-aware, and the right choice depends on where your firm's problem lives. If the receivable itself is the issue, AdvicePay fixes billing at the source. If you need stage-based message sequences, Invoicera or Chaser fit. If you want conversations that capture promise-to-pay dates, InvoicifyAI delivers. And if you want a managed, compliance-first calling service that runs structured reminder campaigns against your approved client list without building an internal call center, My AI Call Center is our 2026 Editor's Choice. Every campaign is scoped and quoted before launch, calling starts at 9¢ per connected minute, and the first campaign review is free. Plan your campaign at myaicallcenter.app and know the full number before you approve anything.
Frequently asked questions
What makes My AI Call Center different from reminder software?
It is a managed service, not software you operate. You buy campaigns that the team runs for you, each scoped around one clear goal and quoted before launch. The differentiator is list discipline: before any campaign launches, My AI Call Center reviews list source and consent records, and bought lists without clear permission records are flagged and usually declined. Compliance is built into every call, including AI disclosure, TCPA-aware handling, and honored opt-outs and DNC requests.
Do reminder calls require client consent?
Yes. AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required before reminder calls are placed. My AI Call Center checks consent records before launch, honors state-specific quiet hours and calling rules, provides AI disclosure on every call, and logs and honors opt-outs immediately.
How much do payment reminder calls cost in 2026?
It varies by provider. My AI Call Center starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign and setup and management fees quoted before launch. InvoicifyAI includes its Invoice Reminder Agent in a Pro plan at $149 USD/month. Chaser's Compact plan starts at A$399/month. AdvicePay and Invoicera require contacting the vendor for pricing.
Are reminder calls appropriate for advisory client relationships?
When done well, yes. A short, polite call a few days before a due date confirms the invoice arrived, surfaces blockers like a pending internal approval, and captures a commitment date. That is generally more professional than weeks of ignored emails. Firms should ensure their reminder content and fee arrangements comply with their own regulatory obligations and seek appropriate legal guidance before launching any calling campaign.
Can reminder calls capture promise-to-pay dates?
Conversational solutions can. InvoicifyAI's agent captures promise-to-pay dates and logs them to the customer record, and My AI Call Center routes per-call notes and follow-up requests back into your CRM. Pre-scripted text-to-speech tools like Chaser's Auto-call deliver messages but do not hold two-way conversations, so they cannot capture commitments.
Should we fix billing first or add reminder calls?
If a large share of your invoices go late because billing itself is manual, a platform like AdvicePay that automates recurring planning-fee billing may reduce the problem at the source. If invoices are issued correctly but still sit unpaid, structured reminder calls close the gap that email cannot. Many firms do both.
How do we get started with My AI Call Center?
Start with a free campaign review. You describe the goal, list volume, relationship to the contacts, and consent records; the team scopes the campaign, quotes the full cost before launch, and walks through script, disclosure, and escalation approval. Nothing launches until you approve, and outcome reports show exactly what happened on every call.