BillCake

A thoughtful follow-up. Every time.

Approve the approach, then let your agent follow through with professional email reminders and planned AI phone conversations. Built for law firms and professional services.

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Approve the plan · Your agent follows through

Your AI agent for getting paid.

Cake handles overdue invoice follow-ups—with you in control.

Cake is working on your invoices6 accounts to review
Client / InvoiceBalanceStatus
#1042 · 7 days overdue$4,800Overdue
#1048 · 5 days overdue$2,250Overdue
#1091 · Due in 3 days$3,200Due soon
#1103 · Promised Friday$1,850Promised
#1110 · Client disputed charge$5,400Needs review
#1124 · Payment recorded$975Paid
Cake is ready to review 6 accounts

Your agent takes the next approved step and brings decisions to you.

Simulated preview · Outreach follows your approved plan · Timing compressed

Handle what needs a decision

Daily priorities, staff decisions, and confirmed payments.

When a client disputes a charge, Cake pauses outreach and brings the context to the account owner.

Harbor ConsultingInvoice #1110 · $5,400
Client reply · Charge question

Could you check this charge before we pay? It doesn’t match what we expected.

  1. Client reply added to the invoice
  2. Reminders paused for review
  3. Charge question assigned to the account owner
Account owner decides how to respond

Awaiting your team’s decision. Outreach stays paused.

Simulated example · Demonstrates owner approval

Meet Cake.Your built-in billing agent.

Your office staff can ask Cake what needs attention, track promised payments, and understand why an invoice is still open. Review the context and make decisions in one conversation.

Meet Cake, your
built-in billing agent.

From your daily review to a confirmed payment.
Your agent follows through. You stay in control.

CakeInvoice review
Which invoices need my attention today?
Message Cake
Nothing is sent from this preview.

Illustrative Cake workspace · Fictional invoice data. AI phone outreach is a planned capability. Nothing is sent from this demo.

  • Ask in your own wordsAsk about balances, payment promises, or an unresolved invoice.
  • Approve in the conversationReview billing exceptions and requests for more time with the account history.
  • Cake follows throughKeep approved actions, client commitments, and payment updates connected.

Your billing data.
Cake gets to work.

Cake checks the invoice, sends your approved reminder, and verifies payment before updating the record.

Your billing system

Clio
MyCase
Smokeball
QuickBooks
Xero
Other

Planned integrations

Henderson & Co.Invoice #1042 · $4,8007 days overdue

Ready for Cake to review

CakeYour AI agent
Ready to work

I’ll take it from here.

Following your approved reminder plan.

  1. Due date checked
  2. No payment recorded
  3. Outreach already approved
Cake starts when this example is in view.

Illustrative workflow · Planned integrations · Fictional invoice data · Time between steps is compressed.