AI SaaS

AISaaS Invoice and Reminder System

PayPilot AI is a production-ready SaaS MVP for creating invoices, accepting payments, managing clients, and sending AI-powered payment reminders. It includes a dashboard, admin CMS, custom pricing, invoice templates, PDF preview, OCR invoice import, reports, Stripe-ready billing, and OpenRouter AI settings.

AISaaS Invoice and Reminder System
AI SaaS

Product overview

PayPilot AI is a production-ready SaaS MVP for invoice creation, payment collection, client management, and automated AI payment reminders. It is built for freelancers, agencies, consultants, accountants, service providers, and small businesses that want to create professional invoices, track payment status, and follow up with clients from one modern web dashboard.

The platform includes a public landing page, user authentication, dashboard, client management, invoice creation, reusable invoice templates, PDF invoice preview, payment tracking, reports, recurring invoice tools, OCR invoice import, admin CMS, custom pricing management, and OpenRouter AI settings. Admins can update website content, photos, pricing plans, and AI configuration without touching code.

PayPilot AI supports a complete demo-to-production journey. Demo users can sign in directly, while production customers can view pricing, purchase a plan, and enter the system. Invoices can include client details, custom fields, reference numbers, tax, discounts, notes, terms, and optional Stripe payment links. Users can configure reminder timing, generate AI reminder drafts, receive in-app notifications, and mark invoices as collected so they appear in reports.

The system is built with Next.js, React, TypeScript, Prisma, PostgreSQL, Stripe-ready billing, OpenRouter AI integration, and a responsive light/dark theme. It includes setup documentation, environment examples, seed data, deployment instructions, and a ready-to-host structure for Vercel and Neon.

Problem solved

PayPilot AI solves the problem of small businesses getting paid late because invoicing, payment tracking, reminders, and reporting are usually scattered across different tools.

Many freelancers, agencies, consultants, and service providers create invoices manually, forget to follow up, send awkward reminder emails, and have no clear view of what is paid, overdue, or still pending. This leads to delayed cash flow and wasted admin time.

PayPilot AI brings that workflow into one system:

- Create professional invoices quickly

- Store client and business details

- Add invoice templates and branding

- Preview invoice PDFs before sending

- Add optional Stripe payment links

- Track paid, unpaid, overdue, and collected invoices

- Generate polite AI payment reminders

- Schedule reminder timing

- Get in-app notifications

- Download reports for collected payments

- Let admins manage pricing, website content, photos, and AI settings

In short: It helps businesses collect payments faster, reduce manual follow-up work, and manage invoicing from one dashboard.

Core features

  • AI-powered payment reminder generation
  • Professional invoice creation
  • PDF invoice preview and export
  • Client management dashboard
  • Reusable invoice template builder
  • Custom invoice branding and logo support
  • Optional Stripe payment links
  • Payment status tracking
  • Collected payment reporting
  • Advanced report filtering
  • Report download support
  • Recurring invoice management
  • OCR invoice import workflow
  • Admin dashboard
  • Website CMS for landing page content
  • Admin pricing plan management
  • OpenRouter API key configuration
  • In-app notification system
  • Light and dark mode theme
  • Role-based user access
  • Demo seed data included
  • Vercel deployment ready
  • Neon PostgreSQL database ready
  • Prisma database schema included
  • Stripe billing integration ready
  • SMTP email configuration ready
  • What is included

  • Source Code
  • Prompt File
  • Production Document
  • Others
  • Source code and setup

    Source code details

    Full Next.js SaaS MVP source code included

    Built with React, TypeScript, Prisma, and PostgreSQL

    Includes complete frontend and backend application routes

    Includes Prisma database schema and seed file

    Includes authentication with role-based access

    Includes user dashboard and admin dashboard

    Includes invoice, client, template, reminder, report, CMS, pricing, and settings modules

    Includes Stripe-ready payment and subscription routes

    Includes OpenRouter AI configuration and reminder generation logic

    Includes OCR invoice import workflow

    Includes PDF invoice generation using PDFKit

    Includes email sending setup with Nodemailer

    Includes responsive light and dark mode styling

    Includes environment variable examples

    Includes setup, deployment, Stripe, and OpenRouter documentation

    Excludes node_modules, build files, private environment files, and local git metadata

    Setup guide preview

    1. Download and unzip the source code.

    2. Install dependencies:

    ```bash

    npm install

    ```

    3. Create a PostgreSQL database using Neon, Supabase, or any hosted Postgres provider.

    4. Copy `.env.example` to `.env` and add:

    ```env

    DATABASE_URL=your_postgres_database_url

    JWT_SECRET=your_secure_secret

    APP_URL=http://localhost:3000

    ```

    5. Push the Prisma schema to the database:

    ```bash

    npx prisma db push

    ```

    6. Seed demo data:

    ```bash

    npx tsx prisma/seed.ts

    ```

    7. Start the development server:

    ```bash

    npm run dev

    ```

    8. Open:

    ```text

    http://localhost:3000

    ```

    9. Demo login:

    ```text

    User: demo@paypilot.ai

    Password: Demo12345!

    Admin: admin@paypilot.ai

    Password: Admin12345!

    ```

    10. For production, deploy to Vercel, add the same environment variables, connect a hosted PostgreSQL database, and redeploy.

    Changelog

    Current release: 1.0.0 updated 8/23/2026.

    Requirements

  • Next.js
  • React
  • TypeScript
  • Prisma
  • PostgreSQL
  • Neon
  • Stripe
  • OpenRouter AI
  • Node.js
  • Vercel
  • CSS
  • PDFKit
  • Nodemailer
  • Zod
  • bcryptjs
  • JSON Web Token
  • License summary

    Use this license term summary:

    Buyers receive a non-exclusive license to use, modify, and deploy the PayPilot AI source code for personal or commercial projects. Buyers may create and operate their own SaaS product from the code, customize branding, connect their own services, and host it on their preferred platform. Redistribution, resale, sublicensing, or repackaging of the original source code as a competing template or marketplace product is not permitted. The product is provided as-is, and buyers are responsible for deployment, configuration, third-party API keys, hosting costs, compliance, and ongoing maintenance.

    Prompt files

    Yes

    Attached files

    paypilot-ai-mvpvault.zip

    SOURCE CODE

    PROMPT.md

    PROMPT FILE

    Custom

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