Invoice & Billing Automation
Automate invoicing, reminders and payment tracking
Business problem this solves
“Chasing late payments and generating invoices manually is eating hours every week”
Step-by-Step Workflow
Process timeline · 4 stages
Invoice Generation
CRM Enrichment AgentInvoices are automatically generated from CRM deal data or project completions — no manual entry required.
Delivery & Tracking
Ops Monitor AgentInvoices are sent to the right contact and tracked for open and view status in real time.
Payment Reminders
Outreach Sequencer AgentOverdue invoices trigger a sequence of personalised reminders — escalating in urgency over time.
Reconciliation Report
Human checkpointOps Monitor AgentMonthly revenue reconciliation reports are generated automatically and flagged for CFO review.
Expected Outcome
Finance teams reduce accounts receivable cycle time and eliminate the manual back-and-forth of chasing payments.
Human-in-the-Loop Points
Where human judgment matters
This workflow is designed with humans in the loop at the right moments — amplifying judgment, not replacing it.
Approve invoices above a set value threshold
Handle disputed invoices and payment escalations
Review and sign off monthly reconciliation reports
Example Outputs
What this workflow actually produces
Auto-generated invoices from closed deals
Overdue payment reminder sequences
Monthly accounts receivable summaries
Cash flow forecasts based on outstanding invoices
How the AI Stack Works Together
Architecture overview
Generate → Send → Chase → Reconcile. A billing loop that keeps cash flow moving without manual intervention.
Recommended Tools
QuickBooks
Accounting & invoice management
Stripe
Payment processing
HubSpot
CRM deal data source
Make.com
Invoice workflow automation
Slack
Finance team alerts
Workflow Summary
Common Integrations
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