Finance & Business Intelligence
The cash cycle is slow for administrative reasons
Invoices go out days after the work is done. Reminders depend on someone finding time. Proposals take hours to produce, so fewer go out. Finance spends its month chasing payment and rebuilding the same reports, and the cash position is only ever known retrospectively.
- Invoices raised late because the trigger is manual
- Payment chased inconsistently, or only when cash is tight
- Hours per proposal spent on formatting
- Reports rebuilt monthly from the same exports
- Cash position known at month end rather than now
What gets automated
Invoice generation
Invoices raised automatically when a deal closes or a milestone completes, with the right terms and references attached.
Scheduled payment reminders
Structured reminders before and after due date, escalating on your schedule and stopping the moment payment lands.
Payment links and QR codes
Payment routes embedded in the invoice, removing the friction between wanting to pay and paying.
Proposal and document generation
Proposals and contracts produced from CRM data and your templates, correctly branded, in minutes.
Template library
A maintained set of proposal, contract and report templates so documents stay consistent as the team grows.
Payment tracking dashboards
Outstanding balances, ageing, days sales outstanding and collection performance, live.
Automated reconciliation
Payments matched to invoices automatically, with exceptions surfaced for review.
Finance reporting
Cash flow, revenue recognition, margin and forecast built from live data instead of a monthly assembly exercise.
What changes after deployment
40-50%
Faster collection80%
Less document production time5x
Proposal capacity, same team6-8 wks
For the full programmeBuilt for
- B2B businesses invoicing at volume
- Professional services firms producing frequent proposals
- Finance teams spending their month chasing payment
- Companies with long or unpredictable payment cycles
- Businesses scaling faster than their finance function
Connects to
- Accounting systems
- CRM platforms
- Payment gateways
- Banking feeds
- E-signature services
- ERP systems
How we deploy it
Deployed in stages; most start with sales-to-cash. Full programme runs 6-8 weeks.
Book a CallBook a Call- Weeks 1-2
Map the cash cycle
We measure the real elapsed time from work completed to cash received, and find where the days actually go.
- Weeks 3-4
Automate invoicing and chasing
The stage with the fastest return — invoices raised on trigger, reminders running on schedule.
- Weeks 4-6
Add document generation
Proposal and contract automation, with a template library your team can maintain.
- Weeks 6-8
Build reporting
Dashboards and finance reporting on live data, replacing the recurring manual assembly.
Frequently asked
Handled well it improves them, because reminders become consistent and unemotional rather than arriving only when cash is tight. Tone, timing and escalation are all yours to set, and key accounts can be excluded from automatic sequences.
No. This works with what you have. Xero, QuickBooks, Sage, NetSuite and custom systems are all in scope through their APIs.
For recurring and milestone billing, effectively all of it. For genuinely variable work, the invoice is drafted from the data and a person approves rather than assembles it — which is still most of the time saved.
Two things: invoices go out sooner, and reminders actually happen. Both compress days sales outstanding, which is usually a faster route to cash than chasing new revenue.
Automate operations
AI Customer Support Agent
Cover the repetitive third of support, around the clock.
Agents & Workflow Automation
Hand the repetitive work to something that does not get bored.
Client Portals & CRM Automation
Catch the client problem while it is still small.
Tell us what you are trying to fix
A short call is usually enough to establish whether this is the right answer for your operation, and what it would take. No obligation and no pitch deck.
Start a ProjectStart a Project