Financial Advisor Invoicing Software
Quarterly AUM fee + monthly retainer + project fee — all auto-generate from the client + send via email with Pay Now link.
128
14
$52,600
11
Whitfield Retirement Plan
Quarterly Portfolio Review
Okafor Education Fund
529 Plan Setup
Brennan Estate Plan
Estate Planning Consultation
Park Family Trust
Trust Review and Update
Where financial advisor invoicing breaks down
The day-to-day friction every financial advisor owner recognizes.
AUM fee calculation manual = errors
Quarterly AUM × fee % calculation = error-prone manually. Smarfle automates the calculation + invoice generation.
Project fees not auto-billed on completion
Financial planning project completed Friday = invoice waits a week. Auto-generate on completion + auto-send fixes it.
Disclosure docs not attached to invoices
Compliance requires invoice + ADV disclosure. Without auto-attach, you send separately = customer confused.
How Smarfle handles financial advisor invoicing
One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.
One-click invoice from work order
Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.
Email + SMS + PDF send
Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.
Embedded payment link
Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.
Aging report (0-30 / 30-60 / 60+)
See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.
Per-org invoice prefix + branded PDF
Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.
One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.
Quarterly AUM fee + monthly retainer + project fee — all auto-generate from the client + send via email with Pay Now link.
Other tools financial advisor owners need
Smarfle is one CRM that ships invoicing software alongside everything else you run.
Plans that grow with your financial advisor business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Financial Advisor Invoicing Software CRM questions
Ready to run your financial advisor business from one place?
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