Invoice Automation

Invoice automation kills the busywork around billing. We connect your job-tracking or project tool (Jobber, ServiceTitan, HubSpot, or a custom CRM) to your accounting system (QuickBooks, Xero, or FreshBooks). When a job closes, an invoice gets drafted with the right line items, taxes, and payment terms, sent to the client, and tracked until it's paid. Late invoices get gentle reminders on a schedule you set. Payments reconcile back to the original job automatically, so your books match reality. Most clients get this live in about two weeks, including a short audit of their current invoicing mess. The result: faster payment cycles (we see clients shave 8 to 15 days off average days-to-pay), zero missed invoices, and your bookkeeper finally getting their evenings back. Edge cases like partial payments, disputed line items, and refunds are handled with clear human handoff rules.