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Invoice automation. US small businesses.

Invoice automation for US small businesses

Reminders go out automatically. Overdue follow-ups happen without you logging in. QuickBooks stays reconciled.

Book a 15-minute look No obligation. We'll tell you if it's not a fit.
The week without this

What your week looks like right now versus after we set this up

Invoice sent, payment overdue
Right now
You notice it is late, log into QuickBooks, find the invoice, send a manual reminder. Every. Single. Time.
After we set this up
Reminder goes out automatically at day 3, day 7, day 14. You see a report. No manual logging in.
New job completed
Right now
Job done, then someone manually creates the invoice in QuickBooks and emails the client.
After we set this up
Job completion triggers invoice creation and delivery. Runs the moment the status changes.
Payment comes in via Stripe
Right now
Match it to the invoice in QuickBooks manually. Update the job status. Tell the team.
After we set this up
Stripe payment marks the QuickBooks invoice paid and updates your job board. Done automatically.
Month-end reconciliation
Right now
An hour going through mismatches between what came in and what QuickBooks shows.
After we set this up
Systems stay in sync throughout the month. Less to reconcile at the end.
Work we've done

Real businesses, real results

Equipment hire · QLD, Australia
Lead conversion from 35% to 90% after connecting HubSpot, QuickBooks and the hire board

Quotes, invoices and asset tracking were all in someone's head. When they were on leave, the business slowed. We connected everything once. Now the follow-up runs itself.

Sam, Freeway Sign Hire
Mortgage broker · Australia
300 leads a week handled without a single person chasing a spreadsheet

New leads stopped dying in a spreadsheet. Same system handles web, email, SMS and 2,000 dormant records, and books meetings into the team calendar.

AU mortgage broker · 35 staff
Short-stay portfolio · Australia
Zero 2am messages. Owner out of the overnight thread without losing a booking.

One inbox for every property. Answers pulled from each property's own facts. Guests get a response in minutes. The owner gets sleep.

Superhost portfolio, AU
Your tools, not ours
QuickBooksXeroStripeHubSpotMicrosoft 365Google WorkspaceZapierMake
How it works

Three steps. Then we stay.

01
Look

We map the one job costing you most time. 30 minutes, no commitment. If it's not worth building, we'll say so before you spend a dollar.

02
Build

We connect your tools and set it running. Typically two to three weeks. You approve before anything goes live.

03
We stay

We watch it and fix it. When something changes in your tools or your business, we catch it before you do. Monthly retainer. No lock-in. No disappearing.

What we don't do
  • We don't sell software you have to learn.
  • We don't build something and disappear.
  • We don't charge extra when your tools update or break.
  • We don't start unless the numbers make sense for your business.
Questions

Straight answers

How long does it take to set up?

Most setups are running within two to three weeks. We map the job first, then build. You get a test run before anything goes live.

Will this work with QuickBooks, my CRM or other tools?

If you're already using it, there's a good chance we can connect it. We'll tell you on the call if something is out of scope.

What happens if it breaks or my tools change?

That's what the retainer is for. We watch it and fix it. Tool updates, API changes, new fields. All on us.

Do I need to know anything technical?

No. You tell us how your week works. We handle the rest.

Can it handle partial payments and payment plans?

Depends on your setup. We'll look at how your invoicing currently works and tell you what's in scope on the call.

Stop chasing invoices by hand

A 15-minute look at your workflow. No fee, no obligation. We'll tell you if it's not a fit.

Book a 15-minute look No obligation. No fee.
More on the site

Other jobs we handle

Invoice automation → Accounting automation → QuickBooks integration → Power Automate → How it works →
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