Automation
Invoicing Automation
Automated invoice generation, payment reconciliation and accounting sync for client billing.
Concept
This is a concept build, not client work. It shows how we would approach the problem, and it makes no claim about real-world results.
How it works
The challenge
Manual month-end billing means hours of cross-referencing timesheets, bank transfers and client contracts.
Our approach
Trace each billing step to the system that already holds the data, then automate the handovers and define what happens when one fails.
The solution
An automated pipeline linking CRM milestones to Stripe invoices, payment webhooks and accounting sync.
Intended outcome
Designed to shorten the billing cycle and alert account managers as soon as a payment fails. It has not been measured on a live client deployment.
Technology
- n8n
- Stripe
- PostgreSQL
- Webhooks