UK management consultancy
8 days to 4 hours
Monthly invoicing
Monthly invoicing from 8 days to 4 hours
Contracts & associatesFinance & invoicingReporting & MI
02 · Finance and invoicing
Month-end in hours, not days.
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
In short
We automate invoicing and finance admin for professional services firms: working out which invoices are due, flagging what's missing, checking amounts against what was agreed and posting approved invoices to Xero or QuickBooks. For one UK consultancy, the monthly invoicing run fell from 8 days to about 4 hours.
Sound familiar?
Signs this is costing you more than it should.
- Month-end takes days of chasing, checking and re-keying
- Nobody knows which invoices are still missing until someone builds a spreadsheet
- Invoice amounts checked against contracts by eye
- Paying for finance software that only does part of the job
What we automate
What changes, step by step.
- 01
Expected invoices
A live list of what should be invoiced or received this month, built from contract and project data.
- 02
Missing and late items
Anything outstanding flagged with a clear status, with chasers sent automatically if you want them.
- 03
Checks
Amounts, rates and dates checked against what was agreed, with mismatches flagged.
- 04
Posting
Approved invoices pushed to Xero or QuickBooks with the right codes.
- 05
Inbound invoice handling
Invoices arriving by email read by AI and matched to the right job or supplier.
- 06
Finance reporting
Month-end summaries built from the same connected data.
Works withXeroQuickBooksHubSpotMicrosoft 365Gmailand most tools with an API
Proof
Monthly invoicing from 8 days to 4 hours.
UK management consultancy. Read how we did it
Before
8 days
- 01Work out which associate invoices are expected
- 02Chase missing invoices by email
- 03Check each one against the contract and SOW
- 04Re-key approved invoices into Xero
- 05Compile the month-end report by hand
After
4 hours
- 01Expected invoices listed automatically from CRM contract data
- 02Missing invoices flagged and follow-ups sent automatically
- 03Received invoices checked for accuracy and completeness
- 04Approved invoices automatically pushed to Xero
- 05Dynamic reports built from live data
Results
Where we've done this.
In delivery
Insurance property restoration firm
Automating invoicing, finance and email triage across the claims and job lifecycle.
Results to follow once the work has run long enough to measure.
Questions
Common questions.
Does this replace our accountant or finance team?
No. It removes the chasing, checking and re-keying so your finance people spend their time on the decisions and the exceptions.
Do you work with Xero and QuickBooks?
Yes, both. We connect through their official APIs, so nothing is scraped and everything is auditable inside your finance system.
Can we keep a person approving payments?
Always. Automation prepares, checks and posts drafts; a person approves anything that moves money.
Also automated
The rest of the operation.
- 01
Contracts and associates
Contracts and SOWs generated from CRM data, approved, signed and filed without anyone copying fields between documents.
Seconds
Contract generation, previously hours
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
- 04
Email triage and request fulfilment
Inbound requests read, classified, costed and routed by AI, then fulfilled through automated workflows, with people handling the exceptions.
6 wks to 4 days
Time to triage and fulfil a request
- 05
Research and outreach
Company and executive research, scoring, reporting and first-draft outreach prepared by AI and approved by a person.
70–90%
Estimated reduction in hands-on research time
Free Operations Audit
Find out what finance and invoicing automation would save you.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days