Finance and invoicing
Invoices, payments and reports without the manual work
We build the workflow that creates invoices, reminds clients to pay and compiles your reports, with a person approving anything that needs a decision.
What we automate
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Invoice creation
An invoice is prepared from an order or a finished job, ready for approval.
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Payment reminders
Clients are reminded on a schedule until the invoice is settled.
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Payment records
Payments are recorded in a sheet or system so the list of what is owed stays accurate.
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Scheduled reports
A summary of invoices, payments and balances arrives on the day you choose.
Built, hosted and run for you on managed n8n
How it works by hand today
The routine is familiar, and so are the places it breaks.
By hand today
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Invoices go out late
An invoice waits until someone has time to write it, and the cash arrives later because of it.
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Payments are chased by hand
Reminders depend on someone checking the list and finding the right words each time.
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Month-end reports take days
Figures are copied between systems and sheets before anyone can read a single total.
After automation
The same routine, running itself
Nothing waits for someone to remember. Each step moves on by itself, and a person only steps in when a real decision is needed.
- Invoice creation
- Payment reminders
- Payment records
- Scheduled reports
How it works
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Tell us the routine
Book a free consultation and describe what your team does by hand today.
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We design and build it
We map the steps, build the workflow and connect it to the tools you already use.
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We run it for you
It runs on a managed n8n environment, and updates, backups and SSL are handled for you.
Questions about this solution
What teams usually ask before they book.
Does it replace our accounting software?
No. It connects to the tools you already use and removes the copying between them.
Can a person approve before anything is sent?
Yes. We can add an approval step so an invoice or a reminder is reviewed before it reaches the client.
Is our financial data kept private?
Your workflows, credentials and executions live in your own private instance and your own database schema.
Related solutions
All solutionsTell us what you do by hand today
Book a free consultation and we will design the automation with you.
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