Finance
Invoicing and payment chasing
Invoices go out the day a job closes, payments get matched to them, and late ones get a polite, escalating chase.
How it runs
01
Job marked as done
02
Invoice drafted and sent
03
Payment matched or chased
4 h
a week back, typical
What we build
A link between the place your jobs are tracked and the place you invoice from. When a job is marked done, the invoice is drafted with the right line items, checked against the quote, and sent.
Payments are matched as they land. Anything overdue gets a reminder at 3, 10 and 21 days, written to sound like you, with a copy to whoever owns the client.
What changes
Invoices stop waiting for Friday afternoon. Totals stop being re-checked on a phone calculator. Your accountant gets a clean ledger instead of a shoebox.
What we need from you
Read access to your job tracker, a login to your accounting tool, and your current reminder wording if you have one.
Results
Recent results for teams like yours.
[
31
→
4
h a week
]
office time spent on enquiries
Lantern Street Plumbing
·
Trades
Typeform · HubSpot · Twilio · Slack
Read the case study →
[
5
→
1
days to close
]
time to send month-end packs
Ledger Lane Accounting
·
Accounting
Xero · Google Sheets · Make · Slack
Read the case study →
[
18%
→
12%
]
missed appointments
Slow Hill Physio
·
Clinics
Cliniko · Twilio · OpenAI · Gmail
Read the case study →
Find your first ten hours a week.
Book a 20-minute call. We’ll ask how work moves through your team today and tell you honestly what’s worth automating.
20 min
first call, no slides
1 week
for a written, costed audit
$1,500
fixed, yours to keep