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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.
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.
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.
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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.
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.
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