Invoice intake and follow-ups, automated
A small firm was losing half a day each week to invoice admin. I connected their tools and automated intake and reminders — the busywork now runs itself.
- Serviços
- AutomationAI business infrastructure
- Tecnologias
- Next.jsNeon PostgresResend
- Resultado
≈ half a day of admin saved every week
This is a clearly-marked sample, here to show how a real case study reads on the site. Replace it (or remove it) with genuine delivered work before going live — case studies are auto-suggested from completed engagements, then curated.
The problem
A small firm was spending roughly half a day every week on invoice admin: copying details between their accounting tool and their inbox, then chasing late payers by hand. It was repetitive, easy to get wrong, and it kept pulling the owner away from actual customer work.
What I did
- Connected their existing tools so new invoices flowed in without manual copying.
- Automated the follow-up sequence — polite, on-brand reminders sent on a schedule, with a human able to step in at any point.
- Kept it plain: deterministic code for the predictable steps, AI only where it genuinely helped (reading messy inbound documents).
The result
The weekly admin dropped to near zero, and follow-ups now go out on time without anyone remembering to send them. The owner got roughly half a day a week back — and the whole thing is documented and theirs to keep.
Tem um projeto como este? Vamos falar sobre isso.
Iniciar um projeto