Finance · LedgerAI
Close Deals & Get Paid Faster
Built-in invoicing and payments to turn closed deals into revenue. Create invoices instantly, track paid and unpaid balances, and automatically follow up — all inside LeadLock AI.
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Your leads, client data, invoices, and payments stay secure and under your control.
Most businesses don't lose money from lack of leads — they lose it in the process.
- •Leads go cold
- •Invoices are delayed
- •Payments aren't tracked
- •Follow-ups don't happen
Built-in finance inside LeadLock AI
- ✓Create invoices instantly
- ✓Track payments in real time
- ✓Manage client billing history
- ✓Automate follow-ups (Pro)
How it works
Capture a lead
Forms, chat, SMS, and integrations feed one CRM.
Convert to client
Pipeline, tasks, and context stay on one record.
Send invoice
Bill from the same workspace — no extra tools.
Track payment
Paid vs unpaid and balances at a glance.
Follow up automatically
Reminders and automation on Pro+.
Features
Everything you need to run revenue, not just leads.
Invoicing
Create and send professional invoices tied to clients and work.
Payment tracking
See what’s paid, due, and overdue without digging.
Client billing history
A clear trail per client in one place.
Revenue dashboard
Connect pipeline activity to money collected.
Automation
Invoice reminders and follow-ups on Pro+.
Finance · LedgerAI · Read the help guide · Compare plans
Stop losing money to disorganization.
Start using LeadLock AI today.