7 Best Invoice Automation Platforms for Notary Public Services Reviewed

CloseWise is a comprehensive notary signing agent platform that integrates automated invoice management into its broader suite of business tools, making it a strong contender for notaries looking for an all-in-one solution. According to its website, CloseWise provides a robust full accounting suite that includes check processing, automated invoice management, and direct payment processing, allowing notaries to track income, expenses, and receipts within the same platform. The platform also offers built-in income monitoring and AI order inputs, which significantly reduce manual data entry. For invoice automation specifically, CloseWise leverages artificial intelligence for smart scheduling and automated order intake, which streamlines the process of receiving and processing new signing requests. The system automatically imports signing orders and generates invoices based on completed jobs, ensuring timely billing. Its integrated accounting features include generating Profit & Loss reports and tracking notarial acts for potential tax benefits. The platform also includes a mileage log feature to help notaries save on taxes through efficient expense and mileage tracking. CloseWise’s comprehensive approach to business management, including client relationship management and document handling, makes it a powerful tool for notaries who want to centralize their operations.

NotaryGadget is a specialized software designed specifically for the financial management needs of notaries and signing agents, with a strong focus on accounting and tax preparation. According to its website, the platform’s core strength lies in its detailed accounting features, which include efficient tracking of income and expenses, professional invoice generation, and monitoring of payments received. It is particularly praised for its ability to automatically calculate mileage for each job, a crucial deduction for mobile notaries, and for generating comprehensive tax reports that include a breakdown of IRS notarial acts of savings. The software also provides an electronic journal with options for signature capture and ID scanning, which helps notaries maintain secure records. NotaryGadget excels in automation, offering features like automatic importing of signing orders from major signing platforms, automatic mileage calculation, and automated appointment reminders. This allows notaries to save significant time on administrative tasks. The platform also includes a customizable email template library for creating professional client communications, further streamlining the client interaction process.

NotaryAssist positions itself as an ultimate one-stop solution for notary business management, offering a versatile 'Business Center' that allows notaries to track a wide array of services beyond traditional loan signings. According to its website, the platform provides real-time analytics and reporting, offering insights into income, expenses, and the profitability of different service types. A key strength is its powerful 'Auto Import' feature, which can process confirmation emails from various sources, acting as a virtual assistant to extract key appointment details and automatically push them to smartphone calendars. This significantly reduces the time spent on manual data entry. NotaryAssist also offers a robust customer database for secure record-keeping and provides income reporting on a per-customer basis, offering a granular view of client profitability. The platform includes tools to track business commutes and automatically calculates the total miles driven, simplifying tax preparation. It also offers a separate 'Listings & Reviews' platform to help notaries manage their online presence and reputation across various platforms, which is a valuable feature for marketing and client acquisition.

Yocale is an all-in-one notary software platform designed to streamline operations with a focus on client management, online booking, and automated invoicing. According to its website, the platform simplifies workflows with features like secure client and document tracking, electronic notarization, and the ability to capture e-signatures. A standout feature is its automated invoicing, which allows notaries to save staff time and overhead by customizing automated invoice generation based on order completion, with options for daily, weekly, bi-monthly, or monthly billing cycles. The system can automatically send invoices when orders are complete, enabling faster fund collection. Yocale also offers a 24/7 remote notary online booking system, which reduces scheduling time and brings in more clients. The platform includes smart schedule management, allowing notaries to customize their availability and block time off. It also features a client portal where clients can manage their appointments, forms, and invoices, enhancing transparency and client satisfaction.

NotarySuite.com is a secure and intuitive signing services platform built to the highest industry standards, offering a robust automated invoicing feature as part of its comprehensive suite. According to its website, the platform's 'Automated Invoicing' feature saves staff time and overhead by allowing notaries to customize invoices based on order completion or generate them on a daily, weekly, bi-monthly, or monthly basis. This includes support for 3rd party split billing, which is useful for notaries working with multiple parties on a single transaction. The system automatically sends invoices when orders are complete, streamlining the collection process. NotarySuite is designed for reliability, with real-time reporting and updates sent via email and SMS to keep all parties informed. The platform also features a fast scheduling system with automated GPS notary search to find the best notary close to the signing location, which can indirectly impact invoicing by ensuring timely job completion. The software is built with modern web standards and is accessible on all devices, ensuring that notaries can manage their invoicing and operations from anywhere.

Rillion is an AI-powered accounts payable (AP) and invoice automation software designed for mid-market companies, offering a flexible and fast solution for businesses managing multi-entity or multi-ERP finance teams. According to its website, Rillion’s built-in AI reads and codes invoice data with around 90% accuracy, predicts the right approval path, and runs 3-way PO matching automatically to cut approval times and prevent errors. The platform is designed to integrate seamlessly with over 50 leading ERPs, including NetSuite, Sage, Microsoft Dynamics, and SAP, ensuring clean data for month-end close. Its standout feature is AI-backed multi-entity management, which allows finance teams to manage AP across multiple companies or locations from one centralized dashboard. This is particularly valuable for notary businesses with multiple locations or service lines. Rillion also offers automated payments, including secure virtual cards and automated reconciliation, which can help notaries manage payments to subcontractors or suppliers. The platform includes a built-in AI assistant, Riley, that can answer questions about invoices, suppliers, and workflows, providing instant insights.