Finance & Invoicing
Invoices Out. Payments In. Hands Free. No more chasing payments
Your team is spending 20+ hours a week on data entry, chasing overdue payments, and finding out about cash flow gaps a month too late. Finance automation fixes that.
Free 30-min audit. Written report in 48 hours.
Invoices sit in drafts for days, and overdue payments pile up because nobody's chasing them
Invoices generate and send the moment work is completed or a milestone hits. Overdue accounts get automatic reminders at 3, 7, and 14 days with a one-click payment link. You stop chasing and start collecting.
- Invoices sent automatically on project completion or milestone
- Payment reminders escalate at 3, 7, and 14 days past due
- One-click payment links cut friction and speed up collection
Someone on your team spends 20+ hours a week entering data that a system could handle
Automated invoice processing handles receipts, invoices, and bank feeds — captured, categorized, and reconciled without manual entry. Errors are virtually eliminated. Your bookkeeper reviews exceptions instead of entering every line.
- Receipt and invoice data extracted via OCR, no manual entry
- Bank transactions categorized and reconciled daily
- Manual entry errors virtually eliminated
You find out about cash flow problems at month-end, weeks after you could have acted
Live dashboards pull from every financial source and update daily. Expense anomalies trigger alerts immediately. Month-end close goes from a multi-day scramble to a few hours of review.
- Cash flow visibility updated daily, not monthly
- Expense anomaly alerts catch issues the day they happen
- Month-end close reduced from days to hours
How it works
How we get your finance ops on autopilot
Map your invoicing reality
We document how invoices currently get created, sent, chased, and reconciled — where work duplicates, where money leaks, and what your accounting system already handles versus what humans do today.
Wire automation into QuickBooks, Xero, or FreshBooks
Trigger-based invoice generation, automated payment reminders, and reconciliation between systems — built on your existing accounting stack so your bookkeeper doesn't have to learn new tools.
Launch with edge cases handled
Goes live in 2-3 weeks. We monitor the first month for refunds, partial payments, and disputes — then tune the rules so nothing slips through and reconciliation is fully hands-off.
Before & After Builts AI
Your current process
Invoices sitting in drafts for days
Manually chasing overdue payments
20+ hours/week of manual data entry
Finding cash flow gaps at month-end
With Builts AI
Sent automatically the moment work is done
Automated reminders with one-click payment links
OCR capture and auto-categorization
Live dashboards updated daily
FAQ
Frequently Asked Questions
We integrate with QuickBooks, Xero, FreshBooks, Wave, and custom ERP systems. Data syncs bi-directionally in real time.
Absolutely. We use bank-level encryption, enterprise-grade security practices, and never store raw financial credentials. Your data stays in your systems.
Yes. We support multi-currency invoicing with automatic exchange rate updates and localized tax calculations.
Yes. We support partial payments, deposits, installment plans, and custom billing schedules. The system tracks balances and sends reminders only for what's outstanding.
We build around your current process. Whether you bill hourly, by project, on subscription, or milestone-based, we automate it.
Most finance automations are live within 2-4 weeks. We connect to your accounting software, configure your billing rules, and test everything before going live.
Both. Accounts receivable automation includes invoice generation, payment reminders, overdue escalation, payment reconciliation, and aging reports. Invoicing is one step in the full AR workflow — we automate the entire cycle from work completed to payment collected.
Here's What Changed for Them
Real quotes from real clients
“Admissions calls tripled. We didn't add a single person to the team.”
JP Singh, Managing Director, TCC London
“I run a 300-client practice solo and I'm not burned out anymore. That's the whole story.”
Priya Chitkara, Founder, Taxvisory
“Same three people, three times the portfolio. Operations just isn't a bottleneck anymore.”
Founder, AcquireX Properties Capital
“Clients tell us we feel like a much bigger firm now. That's the part I'm most proud of.”
Baljit Bagga, Founder, Skylarks International
What would your cash flow look like if every invoice collected itself?
Free 30-minute call. Written report in 48 hours.