Automated Billing
A single source of truth for agency billing — letting account managers raise invoices and credit notes directly, syncing seamlessly with Xero, and putting financial projections at everyone's fingertips through a natural-language AI assistant.
Key Results
The Challenge
Billing was spread across spreadsheets, email threads, Xero and the accounts team's inbox. Account managers couldn't raise invoices or credit notes without accounts-team involvement, overdue invoices fell through the cracks, and leadership had no reliable view of current or forecast revenue. Reconciling everything with Xero was a manual, end-of-month scramble.
The Solution
We built a purpose-built billing platform that acts as the single source of truth for current and planned billing across the agency — with Xero as its system of record. Account managers raise invoices and credit notes themselves, reporting on outstanding and overdue balances is live, financial projections roll up automatically, and a natural-language AI assistant lets anyone query the data without needing to build a report.
Key Capabilities
Single Source of Truth for Current & Planned Billing
Every active and forecast billing line — retainers, project milestones, ad-hoc work — lives in one place. Replaces scattered spreadsheets with a live view that finance, account management, and leadership all work from.
Outstanding & Overdue Invoice Reporting
Real-time dashboards surface outstanding balances, ageing overdue invoices, and cash at risk — with drill-down by client, job, or AM so chasing is targeted and nothing slips.
Self-Serve Invoices & Credit Notes for AMs
Account managers raise invoices and credit notes directly against jobs with approvals and guardrails built in — removing the accounts team from the critical path and getting bills out faster.
Seamless Xero Integration
Two-way sync with Xero keeps the ledger and the billing platform aligned in real time. Invoices, credit notes, payments, and contacts flow automatically — no more end-of-month reconciliation scramble.
Financial Projections
Planned billing rolls up into 30/60/90-day cash-flow projections, giving leadership a forward-looking view of revenue and letting finance spot gaps early.
Natural-Language AI Assistant
Anyone can ask questions in plain English — 'which clients are over 60 days overdue?', 'what's our forecast for next quarter?', 'what did we bill this client last year?' — and get accurate answers drawn directly from the billing data.
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