Service 03

Invoicing & Automation

From issued order to collected payment, automated. Your billing logic runs in the background. Your finance team reviews, not re-enters.

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01 Overview

Why it matters.

Invoicing that depends on someone typing orders in every night is slow, error-prone and the first thing to break when that person is away. We automate the order-to-cash pipeline so invoices are generated from the source data, posted to your accounting system, sent, chased and reconciled, with your finance team approving exceptions instead of doing data entry.

Signs you need this

  • Invoices go out days after the work or delivery is complete.
  • Order data is manually re-entered into accounting software.
  • Payment reminders depend on someone remembering.
  • Reconciliation takes hours at month end.
02 What you get

Deliverables.

Invoice generation

Invoices created automatically from orders, timesheets or delivery confirmations.

Accounting sync

Two-way sync with Xero, QuickBooks or your accounting platform.

Payments

Online payment links and card or bank collection through Stripe.

Dunning & reconciliation

Scheduled reminders and automatic matching of payments to invoices.

Typical tools & platforms

  • Xero
  • QuickBooks
  • Stripe
  • Make
03 In practice

Example project.

EX–02

Automated invoicing pipeline integrated with Xero

Manual invoice entry replaced by invoices generated from confirmed orders and posted to the accounting system automatically.

Invoices generated from orders, not retyped

All work →
04 FAQ

Questions.

Does this work with e-invoicing requirements?

Yes. We design around the e-invoicing rules that apply in your jurisdiction and the formats your accounting platform supports.

Will our accountant still be in control?

Yes. Automation handles generation and matching; approval rules and exception queues keep a person in control of anything unusual.

Tell us what's broken.

We'll reply within one business day. No pitch decks, no discovery fee: just a direct conversation about whether we're the right fit.

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