Finance
Invoice generation
Turn approved data from your CRM, Airtable or project system into correctly generated invoices automatically.
- Data transformation
- Automation
- Approval
Sounds familiar?
The work below is usually already happening. It's just happening manually.
Someone rekeys the same figures from the project system into the accounting system.
Invoices go out late because raising them is a job somebody has to remember.
A typo in a line item is only caught once the client queries it.
Nobody can tell at a glance what has been invoiced and what has not.
How it works
This is how each workflow works. The details change to fit your systems and your business rules.
Wait for the trigger
A project marked complete, a milestone signed off, a billing date reached — whatever means an invoice is now due.
Assemble the line items
Pull the billable work from the source system and transform it into the shape the accounting system expects.
Hold for approval
Where a person should still check the numbers before a client sees them, the workflow waits for that approval.
Generate and record
The invoice is raised in the accounting system, sent, and written back to the source record so its status is visible there.
What it connects
Typical systems for this workflow. If you have a different system, let's talk.
What you end up with
- Invoices raised from the data already captured, not retyped.
- A consistent billing run instead of one that depends on remembering.
- A human approval step wherever the numbers warrant one.
- Invoice status visible in the system the team actually works in.
Built in a one week sprint
This workflow is built as an Automation Sprint: one focused week to map, design and build it around your systems and your rules. Fixed price and duration, scope agreed before anything starts.
Let's figure out what you can systemise and automate.
Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.
Free discovery call
We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.
Quick turnaround
Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.
You own everything
Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.
I typically respond within one business day.