End-to-end invoice and approval automation
A professional services firm was spending 6+ hours a week manually chasing invoice approvals, re-entering data from email into their accounting software and following up on overdue payments. We built a single automated flow: invoice drafted from CRM data, sent to the right approver, synced to Xero on approval, and chased automatically on day 7 and day 14 if unpaid.
Outcomes
- 6 hours of weekly admin eliminated
- Average payment time reduced from 34 to 19 days
- Zero invoices missed or lost in email threads
