“A deadline passed because a document sat in an inbox for two weeks.”
With Invice
Every open goal reports itself the day it goes quiet.
Autonomous client managementPrivacy-first autonomous client management
Client work that keeps moving.
Judgment stays yours.Let AI run your customer work.
Invice understands each relationship, follows up, gathers what is missing, coordinates next steps, and acts across your connected systems. It continues until the goal is reached or your decision is needed.Invice is privacy-first autonomous client management software that continuously moves each client relationship toward its next required outcome across the people, systems, and channels a business already uses.
Or write your own process
Stack
Claude
Gmail
Google Calendar+ Connect
ClaudeGmailGoogle Calendar+ ConnectVault
Client instructions.pdfLease template 2026.pdfBuilding rules.pdf+ Upload
Approve what matters. Your AI agent handles the rest.
Works across your stack
+ MCP · REST
+ MCP · RESTStaged workspace
More relationships moving.
Less time spent chasing.
Invice takes the recurring follow-ups, document collection, scheduling, and coordination. Each person carries more relationships, less work stalls, and human attention goes to the decisions that need judgment.
01More relationships per personOne person manages more relationships without needing a larger team.Manage more relationships without adding headcount.
02Fewer stalled processesNothing waits on somebody remembering to send the third reminder.Open work keeps moving without manual reminders.
03Faster client responsesReplies are read, matched to the right client, and turned into the next step.Replies become the next step automatically.
04Less administrative workChasing, filing, and booking stop landing on a person’s desk.Chasing, filing, and booking leave your desk.
If you have lived this,
Invice was built for you.
Four sentences we hear in every discovery call. Each one is client work that stalled because a person had to remember it.Client work stalls when the next step depends on someone remembering it.
What Invice is
It knows, it reaches,
it runs. You keep control.
Works with your CRMCan grow into your primary client system
Invice is the Autonomous client management platform. It works across the tools you already use, maintains continuous context for each relationship, pursues goals through Missions, and runs repeatable client processes through Operations. It brings you in only when a decision needs you.Invice keeps context, pursues goals through Missions, runs repeatable work through Operations, and asks when judgment is needed.
See what you can automate →01 · Know
Know the relationship
One continuous client context across Missions, conversations, documents, and connected systems.
- Client records, companies, owners, and next actions
- Custom fields, notes, messages, and relationship history
- Search, imports, segments, and saved portfolio views
- Vault files and client document requests
02 · Reach
Reach with context
Communicate through the person or company identity you authorize.
- Website answers, qualification, and lead capture
- Email and calendar from connected accounts
- Newsletters and recurring personalized outreach
- Document reminders, reply routing, and handoffs
03 · Run
Run the work
Missions pursue goals. Operations coordinate the process across many relationships.
- Missions that pursue one defined goal
- Operations that run a process across a population
- Plain-English workflows and reusable templates
- Follow-up, collection, scheduling, and coordination
04 · Control
Keep control
Set permissions, approvals, confidence limits, and escalation rules.
- Assignments, coverage, handoffs, and team messaging
- Attention, triage, and approval queues
- Status, activity, and connection health
- Permissions, action approvals, and readable audit history
01 · The difference
Most CRMs record the work.
Invice runs it.
Traditional CRMs tell you what happened: the stage, the note, the task that is still open.
A CRM
Records what happened.
Automation
Runs a step when a trigger fires, then stops.
Invice
Understands the relationship and keeps it moving until the goal is reached.
The record is where most systems stop. It is where Invice starts.
02 · Your existing stack
Keep the software
you already use.
Invice is a system of action over the systems of record. Connect what you already work in, and it reads context, acts through permitted channels, and writes updates back without rebuilding anything.
Gmail
Reads replies and sends follow-ups from your address.Google Calendar
Reads availability, books the meeting, writes a brief.Outlook
The same mail and calendar depth on a Microsoft account.HubSpot
Reads the stage, writes notes and status on approval.Notion
Reads the process pages you share, and follows them.QuickBooks
Reads invoice status, drafts the follow-up for approval.DocuSign
Sends for signature, tracks status, drafts reminders.Claude
Pick the model that runs your missions. Bring your own key.ChatGPT
Pick the model that runs your missions. Bring your own key.Gemini
Pick the model that runs your missions. Bring your own key.03 · The model
One goal per Mission.
An Operation runs the process at scale.
Mission
A persistent agent working toward a defined goal, standalone or connected to a client, until it succeeds, pauses, stops, or escalates. One client can have several Missions.
Operation
Persistent process intelligence that applies shared rules across a selected population, and creates or coordinates each contextual Mission.
How a Mission runs
04 · Persistent goal pursuit
It does not fire once.
It keeps going.
01Understands
It reads the relationship the way a good coordinator would: where things stand, what the next step requires, what is outstanding, and what deadline is closing in. Pulled from the systems you already run and grounded in your own instructions and the documents in your vault.
Trigger automation runs and stops. Invice runs this loop on every active goal, for as long as it takes.
01Understands
02Remembers
03Reaches
04Collects
05Coordinates
06Updates
07Persists and escalates
↺Repeats until the goal is reached
04 · Persistent goal pursuit
It does not fire once.
It keeps going.
01
Understands
It reads the relationship the way a good coordinator would: where things stand, what the next step requires, what is outstanding, and what deadline is closing in. Pulled from the systems you already run and grounded in your own instructions and the documents in your vault.
02
Remembers
One relationship, continuous context. Every Mission connected to a customer contributes to the same history, and each Mission keeps its own state. Nothing lives in one person’s head, so the relationship survives a holiday, a handoff, or a departure.
03
Reaches
It follows up with customers, colleagues, and outside parties across the connected channels you already use. Sent from the identity you authorize, booked on your own calendar. Nobody is asked to adopt a new portal.
04
Collects
It works out exactly what is missing for the next step and chases it until it arrives. Second and third reminders go out on their own, and what comes back is filed against the record rather than buried in a thread.
05
Coordinates
Internal assignments, coverage rules, handoffs, and approval queues are managed around the relationship, so every customer has an owner and every exception has somewhere to go.
06
Updates
Status changes, notes, completed items, and communication logs are written back to your connected systems, on your approval, so the record stays true without anyone doing data entry.
07
Persists and escalates
It keeps working on your behalf for as long as the goal takes, re-reading what comes back and re-planning when the facts change. When something is ambiguous or exceeds its authority, it stops and brings you the decision with the context attached.
Five fundamentals.
One workspace.
- 02One continuous client context
- 03Actions across your connected stack
- 04Autonomy with guardrails
- 05Intelligence across your client base
01Goals
Goals that keep moving
A Mission keeps working toward its goal across days or weeks, waiting and adapting until it is reached.
- Runs for weeks, not for one trigger
- Adapts when a reply changes the facts
- Closes when the goal is reached
02Context
One continuous client context
Messages, documents, decisions, and preferences stay available across Missions and Operations.
- Memory follows the relationship
- Documents are requested and chased
- Nothing lost in an email thread
03Execution
Actions across your connected stack
Within its authority, Invice communicates, collects, schedules, and updates your connected systems.
- Sends from the identity you authorize
- Books on your own calendar
- Your client adopts nothing new
04Authority
Autonomy with guardrails
Rules, permissions, approvals, and escalation thresholds decide what Invice may do alone.
- An owner on every relationship
- A queue for every exception
- A readable trail for every action
05Population
Intelligence across your client base
Operations expose the pattern across a population: what is moving, what is stalled, where the risk sits.
- See stalled work the day it stalls
- Workload and coverage at a glance
- No status meeting required
FAQ
What people ask
before they connect anything.
Do I have to replace my CRM?+
No, and you do not need one either. Connect the CRM you use and Invice works on top of it, drafting the updates for your approval. Or run without one and grow into Invice as your primary client-management platform. Both work, and the choice stays yours.
Can it send things without me?+
Not unless you opt in. By default the agent drafts, proposes, and waits. You approve, instruct, or dismiss. Every action lands in an audit trail either way.
What does it need access to?+
Only what you connect: your email and calendar by one OAuth click, documents you choose to upload, and any tools you add. Each permission is explicit and revocable.
What happens when it is not sure?+
It stops and asks you. Invice acts only when the dates and facts line up, and escalates anything that needs a judgment call. It never guesses in your name.
Where does my data live?+
Your database and vault run in Supabase’s Canadian region, and the app serves from Vercel’s Montreal region. Documents are encrypted at rest, and nothing you upload is used to train any model. Model inference runs on the provider key you connect, so that one call leaves for your provider.
How fast can I start?+
Minutes. Sign up free, connect your inbox, add a model key with guided setup, and give your first mission a goal in plain English.
Which AI models can I use?+
Bring your own key from Claude, GPT, or Gemini. Invice never marks up your model spend, and your key is used only for your own missions.
Can my team work in it?+
Yes. The SMB plan adds seats with roles, a shared vault, assignments, and approval queues, so every relationship has an owner and every exception a queue.
What about tools you do not support yet?+
Anything that speaks MCP or has a declared JSON API connects through guided setup. Heavier OAuth sign-ins are on the roadmap.
What will Invice refuse to do?+
Guess. When facts are missing it escalates instead of acting. It also will not send from an address you have not connected or touch a tool you have not approved.
Something we did not answer? Ask the agent at the bottom of this page, or see pricing.
What Invice
will never do.
When uncertain, it stops and asks.
When clear, it moves.
01Guess in a client’s name
02Send from an address you have not connected
03Touch a tool without explicit permission
04Decide anything consequential on missing facts
05Train a model on your client data
06Act outside the authority you granted it
See for yourself
Proof you can test
before you trust it.
We are early, and we would rather show you the product working than borrow logos. Try the agent on this page, run Invice free on real client work, or take a founding desk and shape it with us.
01Live on this page
Ask our agent anything, right now
Type a hard question into the chat bar at the bottom of this page. It is Invice running its own Agent Gateway, answering from our approved knowledge only. That is the product, working, before you sign up.
02On real client work
Run it on real client work
Bring one real goal, brief a Mission in plain English, and see exactly what Invice did, step by step. You approve every send by default. Free to start, no card.
03Founding desks
Work directly with the founder
We are starting with a founding cohort of desks in mortgage, immigration, and property management, and the model is not limited to them. A free demo using one of your real client processes, hands-on onboarding, long-term support, and early pricing locked in.
Pricing
Bring your own model.
Or use ours.
Choose Bring your own model or Managed AI, then pay monthly or annually. Prices are in CAD per plan.
Solo
Up to 5 people
$25/mo
Billed monthly. 15 days free, no card.
Start free →- Your own Claude, GPT, or Gemini key
- 1 workspace
- 1 active operation
- Vault encrypted at rest
- Email, calendar, MCP and REST
- Community support
SMBMost teams
5 to 20 people
$100/mo
Billed monthly. 15 days free, no card.
Start free →- Your own Claude, GPT, or Gemini key
- 1 workspace
- Unlimited operations
- Encrypted vault with shared scopes
- Roles, assignments, and approval queues
- Email support, within a business day
Enterprise
50+ people
Starting at$400/mo
Starting price. Billed monthly.
Talk to us- Any model, including self-hosted
- Unlimited workspaces
- Unlimited operations
- Custom or on-prem vault
- One-click connection recipes
- Direct line, named contact
Built for security
Records and vault files are hosted in Canada.
Invice never trains on your data.
An agent that acts on your behalf has to earn the right to. Model inference runs through the provider you connect. Nothing sends without your approval unless you opt in, and encryption, key handling, retention, and audit are built first.
Database
Supabase ca-central-1
Montreal region. Client records and vault documents encrypted at rest.
Hosting
Vercel yul1
Montreal edge region. The app serves from the same country as the data.
EmbeddingsComing soon
Canadian embeddings
Cohere, so retrieval over your vault stays in country too. Not shipped yet.
Encryption
Encrypted at rest
Vault documents are decrypted only when an agent needs them, only inside your permission envelope.
Key handling
Never stored in plaintext
Your model API key is encrypted at rest, decrypted in isolated memory during a session, and discarded after.
Data posture
We do not train on you
Invice does not use your documents, emails, or Mission logs to train models.
Compliance
PIPEDA · GDPR
Based in Canada. Encryption, retention, access control, and audit are built in, and the full picture is in the security brief.
Free for 15 days
Keep your client
work moving forward.
Brief Invice in plain language, ground it in your systems and documents, and let it handle the repeatable work while you keep the decisions that need judgment.