Accounting Firm (30 clients)
Accounting Firm: Automated Invoice Processing
hubspotmake-automationopenaiquickbooks
The challenge
Monthly billing consumed 2 full days. Staff manually pulled hours from spreadsheets, generated invoices, cross-referenced retainers, and chased late payments. Errors caused client disputes every quarter.
What we built
Automated the entire billing cycle: Make.com pulls time entries, OpenAI categorizes and validates line items, generates QuickBooks invoices, sends via HubSpot with payment links, and auto-follows up on overdue accounts.
Results
- Billing Hours
- 2
- Billing Errors Pct
- 0
- Previous Billing Days
- 2
- Late Payment Reduction Pct
- 60
- Cash Flow Improvement Quarterly
- 45000
Illustrative example for planning purposes. Replace with verified client outcomes before using as social proof.
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