From launch
to the vision.
Invice ships in 2026 as the agentic operating system for client-facing work. It runs your book end to end, a system of action over the systems of record you already use. If there is no CRM worth keeping, you can manage clients directly in Invice and grow it into your primary client-management platform. We are building both paths alongside our first 100 users. 2027 grows into the rest of the vision: deeper memory, fuller autonomy, and agents that negotiate on your behalf, as we reach 1,000. By 2028, ten thousand professionals run their books on Invice. Everything marked live is real in the product today.
Goal-driven agent work from brief to outcome: outbound email, replies routed, documents collected, every step audited.
A parent container that runs the same playbook across many clients, with shared rules, documents, and per-client child missions.
Encrypted document vault the agent reads from, so answers are grounded in your real rates, contracts, and policies.
The agent returns only when a decision is genuinely yours: approve, instruct, or dismiss from the dashboard or by email reply.
Reply rates, response times, throughput, autonomy ratio, and AI cost, all real numbers from your own workspace.
Campaigns sent from your own connected account, with audience segments, personalization, and opens/clicks only if you turn tracking on.
Your Google or Outlook calendar synced read-only into the dashboard and mission views, alongside agent-scheduled events.
Connect any tool that speaks the Model Context Protocol, so its actions become available to your agent, audited and budgeted.
Describe a documented JSON REST API, declare the endpoints, and test it before your agent can call it. Token-ready MCP servers and guided REST recipes connect today; OAuth-heavy apps like Salesforce and Google Drive stay on the OAuth sign-in roadmap.
Another professional’s agent can ask yours a question; it lands in your triage, nothing runs without your approval, and neither side can read the other’s data.
Bring your existing contact and client data in from a file, with column mapping, a review-and-diff step, and no hand entry.
Properties, units, leases, tenants, and owners as first-class linked records, not flat contacts.
Mail arriving at your connected inbox routed to the right operation with its rules and documents, nothing dropped.
Your agent fills forms and operates login-walled tools, not just reading the public web.
When both sides run Invice, agents negotiate a question end to end, beyond today’s consented handoff.
Deeper memory of how you work, learned across your whole book and every client you carry.
Recurring campaigns where the agent re-drafts each cycle from your latest content and waits for your approval before sending.
Retrieval over your vault processed in Canada.
The leverage compounds. Operations already run one playbook across an entire client base; agent-to-agent turns every Invice user into a node another professional’s agent can reach; and the connect-any-app and MCP layers mean the tools you already use plug straight in. What launched as one agent per professional becomes a network of agents coordinating on each other’s behalf.
Start with what
is live today.
The 2026 engine is ready now. Deploy your first mission, run your book end to end, and grow into the rest as it ships. Free for 15 days, no card required.