Settle for agencies
Bill clients without the chase.
Whether you run on retainers, project milestones, or a mix — Settle keeps invoice work clean, follow-ups consistent, and disputes resolved on the invoice. Your team focuses on the work, not the chasing.
The invoices that need a nudge from you.
Billing that runs without the nudge.
Retainers run themselves.
Settle schedules, sends, and follows up on every monthly retainer. The work that took a Friday afternoon now takes zero. Cash lands on cycle, every cycle.
Milestones land on cue.
Settle gives every project milestone its own invoice, follow-up rules, and dispute thread. They don't slip into someone's email — they sit on the project where they belong.
The AM stops being your AR person.
Settle routes client questions to the portal, not your account manager's inbox. They stay focused on the work. You stay focused on growing the firm.
Disputes resolve before they damage the relationship.
Settle types each dispute by reason, threads it on the invoice, and ages it by who needs to act next. The client sees them tracked, you see them tracked, and they close in days — not weeks of awkward email.
Built for the way agencies bill.
Recurring invoices for retainers
Schedule monthly, quarterly, or custom cadences. Settle handles generation, send, and follow-up.
Milestone billing for projects
In Settle, each milestone is its own invoice, with its own scope and approval gate. Bill when you ship, not when you remember.
Client portal that absorbs questions
Your clients see, pay, ask, and dispute on one link. They stop emailing your account managers.
Approval flow before send
Settle catches wrong amounts, missing POs, and scope typos before they reach the client. No apology emails. No restarted clocks.
Commitments that get kept
When a client says "I'll pay Friday," Settle tracks it. Suppresses chasing until due. Auto-fires if missed.
Cash forecast you can act on
Settle shows what's coming this month, what's stuck, and what's at risk. The kind of clarity that lets you commit to the next hire.
Questions, answered
Put retainers on autopilot, and your AMs back on the work.
Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.