Invoicing
Invoices created and sent automatically from your CRM, contracts or timesheets.
Automations · Finance & Accounting
Books that balance themselves
We automate the repetitive parts of finance: sending invoices, chasing payments, capturing receipts and matching bank transactions. Your numbers stay right and up to date.
- Live in
- 1–4 weeks
- Starts from
- $3k
- Works with
- QuickBooks, Xero, Zoho
INVOICE #1042
Northwind LtdMonthly service$3,200.00
Setup$800.00
Support hours$250.00
Total$4,250.00
PAID
BANK FEED
+$1,180.00Stripe payout
+$4,250.00Northwind Ltd
−$320.00Software
What changes
What changes when finance admin runs itself
Today
Invoices go out late, and so do payments.
With automation
Invoices go out on time and reminders chase late payers.
Today
Month-end means days of matching transactions.
With automation
Most transactions match themselves as they arrive.
Today
Receipts get lost in inboxes and pockets.
With automation
Receipts are captured, read and filed automatically.
What we do
Automation for the finance work nobody enjoys
Your accountant stays in control. Automation does the repetitive work, and people review anything unusual.
Payment reminders
Polite, timed reminders until invoices are paid, so no awkward chasing.
Receipt and bill capture
AI reads receipts and bills, then files them in your accounting tool.
Bank reconciliation
Transactions matched to invoices and bills, with exceptions flagged.
Approvals
Simple approval steps for bills and expenses, by email or Slack.
Cash flow reports
Up-to-date cash, receivables and spending reports every week.
How it works
From month-end stress to a smooth close
- 1
Discovery call
Show us your finance process and tools. Estimate within 24 hours.
Free · 30 min - 2
Map & plan
We map invoicing, payments and month-end, and agree the rules.
2–3 days - 3
Build
We connect your tools and build each automation with checks.
1–3 weeks - 4
Parallel run
Automations run alongside your team until the numbers match.
About 1 week - 5
Warranty
30 days of fixes and tweaks after launch, included.
30 days
We did it ourselves first
We automated our own accounting and finance
As part of cutting Softpers from 60 to 30 people, we automated our own invoicing, payment tracking and reporting. We bring that same tested setup to your business.
60 → 30team size after automating SoftpersFinance included
Every invoicesent and chased automaticallyNothing forgotten
Peoplereview only the exceptionsAlways in control
Your numbers
How much time goes into finance admin?
Add up invoicing, chasing payments and matching transactions. Move the sliders.
520hours a year spent on finance admin
$18,200what that admin costs each year
Faster invoicing also means you get paid sooner. We'll estimate that on your call.
What you get
- Automated invoicing and reminders
- AI receipt and bill capture
- Bank reconciliation with exception alerts
- Approval workflows with full history
- Weekly cash flow reports
- 30-day warranty and full ownership
Tools we connect
Works with your accounting tools
We connect your accounting software to your bank, payment tools and CRM.
QuickBooksXeroZoho BooksStripePayPalGoogle Sheetsn8nZapier
Who it's for
Businesses tired of finance busywork
Owners, finance managers and bookkeepers who want time back every month.
Small businessesAgenciesProfessional servicesE-commerceAccounting firmsSaaS
FAQ
Finance and accounting automation questions, answered
What finance work can be automated?
Invoicing, payment reminders, receipt and bill capture, bank reconciliation, approvals and regular reports are the most common wins.
Does this replace our accountant?
No. It removes the repetitive work so your accountant can focus on advice and the exceptions that need a human.
Which accounting tools do you support?
QuickBooks, Xero and Zoho Books are the most common, plus Stripe, PayPal and most banks with data feeds.
How much does it cost?
Automation projects start from $3k and usually take 1–4 weeks. You get a fixed-price estimate within 24 hours of your discovery call.
How do we know the numbers are right?
We run automations alongside your current process until the numbers match, and anything unusual is flagged for a person to review.
Is our data safe?
Yes. We sign an NDA, and a DPA where needed. Automations run in your own accounts, and your data is never used to train AI models.
Keep exploring
More automations for your back office
AutomationsReports & DashboardsYour numbers, delivered automatically every week.Explore Reports & Dashboards →
AutomationsHiring & HRScreen candidates and onboard new hires on autopilot.Explore Hiring & HR →
AutomationsWorkflow AutomationConnect all your tools so routine work runs itself.Explore Workflow Automation →
Ready for a calmer month-end?
Book a free 30-minute call. We'll look at your finance process and show you what can run on its own.
Book a free call or send us a message
