Construction
Chase overdue invoices every morning
Each morning, lists what is overdue and what renews soon, and drafts the next invoices and reminders for you to approve.
Works with
- Your project software
- Outlook
- Excel
Using something else? It can usually work with the tools you already have. We check yours on the call.
The problem
Every morning someone builds the list of overdue invoices by hand, and renewals are only noticed after they lapse.
How it works
- 01
Each morning it reads your project records and your finance inbox.
- 02
It lists what is overdue and what renews soon, and drafts the next invoices and reminders.
- 03
You approve each one before anything goes out.
You decide what it does on its own and what waits for your OK. You can change that, or pause it, at any time.
What changes for you
Nothing sits overdue unnoticed, and no renewal lapses by accident.
Want this off your plate?
On a free call we look at how you do this today, and show you what an agent would take over. If it needs to work a little differently for your business, we build it that way.
