Matter Based Time Entry Reminder & Leakage Detection
Automatically compares your lawyers' calendar events, emails, and call logs against their time entries. When billable work goes unrecorded, the system sends a reminder with prefilled details and generates weekly leakage reports showing estimated lost revenue per fee earner.
Failed Subscription Payment Recovery Workflow
Automatically detect failed subscription payments, reach customers across email and SMS with update links, and recover lost revenue without your team chasing individual invoices.
Progress Claim Generation from Milestone Completion
When a milestone is marked complete in your project management tool, your progress claim is calculated, generated as a PDF, and sent for approval automatically. No spreadsheets, no manual retention maths, no delayed submissions costing you weeks of cash flow.
Invoice to Purchase Order Matching
Automatically match incoming invoices against open purchase orders using AI, catching billing errors and duplicate payments before they drain your cash flow.
Contractor Pay Run Automation
Automatically pull approved contractor hours, generate bills in your accounting system, execute batch payments across currencies, and send confirmations. One click replaces a full day of manual processing.
Square/Shopify POS Sale to Invoice and Receipt
Every point of sale transaction automatically creates a matching invoice or receipt in your accounting system, so your books stay accurate without anyone touching a spreadsheet.
Recurring Retainer Invoice Automation
Automatically generate and send retainer invoices on the first of every month, with the correct amount, project reference, and payment terms for each client. No calendar reminders, no copy pasting from spreadsheets, no forgotten invoices.
Construction Job Costing Summary
Automatically pull labour hours, material costs, and subcontractor invoices across every active job, then deliver a weekly summary with variance alerts so you know which projects are bleeding money before it's too late.
Subcontractor Work Order and Purchase Order Dispatch
When a new work order is created, this automation generates a formal purchase order, sends it to the subcontractor for digital signature, files the signed document to the project record, and notifies the site manager. No paperwork chase, no unsigned POs floating around.
Accounting Payment Status Back Sync to CRM
Automatically push invoice payment statuses from your accounting software back into your CRM, so sales and account managers always know who has paid and who hasn't before every client conversation.
Multi Currency Invoice with Live FX Rates
Automatically fetch live exchange rates, convert invoice amounts into your client's local currency, and log the base currency equivalent for your books. No manual lookups, no calculator, no rate inconsistencies.
Commission Tracking and Split Calculation
When a deal closes, this automation calculates gross commission, applies brokerage splits based on agent tier and cap status, deducts fees, logs the net payout in your accounting system, and generates the compliance documents your brokerage needs before funds are released.
Repair Estimate Approval and Payment Collection
When a technician finishes an inspection, this automation sends your customer an itemised digital estimate with photos, descriptions, and approve or decline buttons for each line item. Approved work updates the job card instantly, and payment is collected via a secure link before pickup.
Payroll Processing Verification Workflow
An automated verification layer that checks every payroll run against the previous period, validates super and tax withholding rates, and flags errors before payments reach your employees.
AI Toned Follow Up Emails for Late Invoices
Automatically generate follow up emails that match the right tone to how overdue each invoice is. Polite at one week, firm at 30 days, final notice at 60. No more agonising over wording or avoiding the conversation altogether.
Monthly Revenue and Aging Report Generator
Automatically pulls your revenue and receivables data from your accounting system on the first of each month, calculates aging buckets, and delivers a formatted report to leadership before anyone asks for it.
Accounts Receivable Ageing Followup Sequence
A weekly automated workflow pulls aged receivables from your accounting software, sorts overdue invoices into 30, 60, and 90 day buckets, and sends a graduated email sequence to each debtor. Your clients get paid faster without you chasing a single invoice.
Late Payment Interest and Fee Calculator
Automatically calculate and apply late payment fees based on each client's contract terms. No manual maths, no awkward conversations, and no more leaving money on the table.
Accounts Receivable Aging Alert
Automatically monitor overdue invoices in QuickBooks or Xero each morning, send tiered payment reminders to clients, and escalate aged receivables to your team so nothing slips through the cracks.
Stripe Subscription Created to Welcome and Billing Confirmation
When a customer subscribes through Stripe, this automation instantly sends a branded welcome email with billing details, creates their CRM record, and tracks the subscription. No manual follow up, no missed first impressions.
Project Budget Burn Rate Dashboard
Automatically pulls time tracking and expense data into a live dashboard that compares actual spend against project budgets, sending alerts when burn rates signal an overrun weeks before it hits.
Deal Closed to Invoice Generator
When a deal closes in your CRM, an invoice is automatically drafted in your accounting system with the correct line items, client details, and tax rates. Your finance team reviews and sends it in minutes, not days.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
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