Invoice tracking and collections for professional services
Built in Quebec, Paymely follows every fee invoice until it's paid. Reminders go out by email or SMS, written in your firm's voice. For a more delicate account, your team picks up Paymely's virtual phone and calls the client without leaving the screen.
- Accounting firms
- Law firms
- Marketing, design or web agencies
Your reminders go out in your name: Paymely is not a collection agency.
The cost of paying late
Why do your fee invoices get paid late?
A client who pays late has often just forgotten. The real problem is time: every reminder written by hand comes out of your billable hours.
From reminder to transfer
Invoice 2026-114, paid without a manual follow-up
A $1,850.00 fee invoice, followed from three days ahead of its due date until payment. Your data supplies the number, amount and date; your templates supply the firm's voice.
Hi Julie, invoice #2026-114 for $1,850.00 is due Thursday. Have a good week!
[Your firm]: invoice #2026-114 is due today. A question about the statement? Write to us here.
Julie, invoice #2026-114 is still outstanding. The Interac e-Transfer goes to accounting@…, thank you for your trust.
Interac received · $1,850.00 · confirmed by the firm
From file to payment
How does Paymely track your receivables?
A word before it's due
A polite reminder a few days ahead, so no invoice slips through the cracks.
Retainers and recurring fees
Monthly bookkeeping, agency retainers, trust deposits: each period is tracked on its own.
Each Interac e-Transfer, matched to its invoice
The AI recognizes it when it arrives; someone at the firm confirms, and a paid invoice drops out of the reminders.
A tone that follows the delay
Friendly at first, firmer later. For a large invoice, a payment arrangement can go out on your terms.
Text replies, on the file
Julie replies “paying Friday”: her answer shows up on her client profile.
Virtual phone
The call starts from the profile, right in the browser, with no handset to set up. The length of every call is logged on the file.
Your invoices, imported as they are
Client name, amount, due date, invoice number: every column of your export becomes a tag you can drop into your templates.
What changes for the firm
What does Paymely add to your billing software's reminders?
- 01
No invoice marked paid without your approval
The AI flags the transfer; a person at the firm checks the payment before the file closes.
- 02
Professional secrecy first
Engagement letters, financial statements, file documents: the Documents section of each client profile is encrypted and only opens with your Paymely password.
- 03
Quebec's rules, already built in
Client data hosted in Canada, send times you choose, opt-out by text (STOP or ARRÊT), a history of every send.
The numbers, with sources
Do automatic reminders really get invoices paid faster?
Public figures, references at the end of the page. No customer results are published by Paymely.
Questions from firms and agencies
How do my invoices get into Paymely?
With a simple export from your billing or accounting software. We do the first import with you in one meeting, and there's nothing to install.
Are my client documents protected in Paymely?
Yes. Professional secrecy requires you to protect what the client confides in you [9]. Documents uploaded to their profile are encrypted, open only with your Paymely password and stay internal. Only the invoices you upload can go out with automated emails.
What if the client disputes the invoice or requests conciliation?
You remove the client from their sequence, which stops the reminders immediately. Every message sent and every SMS reply stays recorded on their profile, ready to produce if the dispute goes further.
How does Paymely know an invoice was paid by Interac?
The AI reads the Interac notice forwarded to Paymely, identifies the client by name, email or the transfer message, then submits it to your team. The invoice is only marked paid after your confirmation.
Can a client spread a large fee invoice over time?
Yes. If you agree on instalments, you assign the client to a recurring payment schedule and Paymely reminds them of each instalment. For an account that drags on, a settlement offer can also go out on the terms you set.
Is following up with your own clients regulated in Quebec?
Yes. A firm that follows up on its own invoices doesn't need a collection agent licence, but the practices prohibited by Quebec's Act respecting the collection of certain debts still apply to its messages: no threats, and no contacting the client's family or circle [10]. What your templates say is up to you; Paymely keeps the history of every send.
Sources
Updated September 17, 2026
- Xero, “Xero Small Business Insights,” Canada, March 2026 quarter, published April 30, 2026.
- Clio, “Legal Trends Benchmarks,” 2025 data (mostly U.S. firms).
- Ignition, “The 2025 Agency Pricing & Cash Flow Report,” May 22, 2025, 273 U.S. agencies.
- LégisQuébec, CQLR c. C-48.1, r. 27 (conciliation and arbitration of CPA accounts), s. 3 and 5.
- LégisQuébec, CQLR c. B-1, r. 17 (conciliation and arbitration of lawyers' fee accounts), s. 1 and 4.
- Intuit QuickBooks, U.S. customers, March 2025 to March 2026, published August 4, 2026.
- Payments Canada, “Canadian Payment Methods and Trends Report 2025,” news release, October 2, 2025.
- Interac, “2025 Corporate Year in Review.”
- Professional Code (CQLR c. C-26), s. 60.4.
- Act respecting the collection of certain debts (CQLR c. R-2.2), s. 1 to 6.
Bring an overdue invoice.
In the demo, we build with you the sequence that would have followed it up, using your own templates.