Accounts Receivable

Automate Your Accounts Receivable

Eliminate manual accounts receivable with a custom automation workflow. Built by Harvard-educated experts, our solutions save mid-market Australian businesses 10+ hours/week on average.

10+ hours/week

Time saved

$2,000+/month

Cost reduction

98%

Client retention

2 weeks

First prototype

Book Free Assessment View All Workflows

The Problem

Manual accounts receivable creates these challenges for businesses.

No visibility into accounts receivable status means decisions are made on outdated information

Your accounts receivable process cannot scale - doubling volume means doubling the manual effort

Manual accounts receivable wastes hours every week that your team could spend on higher-value work

Data entry errors in accounts receivable cause downstream problems and rework

Automated Workflow

Here is how we automate your accounts receivable end to end.

Invoice Generation

Automatically generate and send invoices based on completed jobs, orders, or time entries.

✓ Tool: Xero
✓ Action: Create invoice

Delivery Confirmation

Track that invoices are delivered and opened by the recipient.

✓ Tool: Email
✓ Action: Confirm delivery

Payment Monitoring

Track payment status and flag overdue invoices automatically.

✓ Tool: Xero
✓ Action: Monitor payments

Reminder Sequence

Send graduated reminder emails at 7, 14, and 30 days overdue.

✓ Tool: Zapier
✓ Action: Send reminders

Escalation

Escalate to team lead or collections when payment exceeds threshold.

✓ Tool: Slack
✓ Action: Escalate overdue

Payment Receipt

Record payments and send automated thank-you receipts to clients.

✓ Tool: Stripe
✓ Action: Record payment

Tools Involved

We connect these tools into a seamless automated workflow.

Xero

Stripe

Zapier

Slack

Benefits

What you gain when you automate accounts receivable.

Accounts Receivable Automation Built for You

Unlike off-the-shelf tools, we build accounts receivable automation tailored to how your business actually operates. No workarounds or compromises.

Accounts Receivable That Meets Compliance Standards

Every step in your accounts receivable automation is logged, timestamped, and traceable. Meet audit and regulatory requirements without extra effort.

Reduce Errors and Rework in Accounts Receivable

Automated accounts receivable eliminates typos, missed steps, and human error. Every task follows the same validated process, every time.

Cleaner Data Across Your Accounts Receivable Workflow

Automated accounts receivable means data enters your systems once, correctly. Eliminate duplicate entries, formatting inconsistencies, and stale records.

Accounts Receivable Automation FAQ

We follow a phased approach for accounts receivable automation: discovery in week one, a working prototype by 2 weeks, and full implementation within 4-8 weeks. Each phase is tested with your team before moving forward.

We integrate with Xero, Stripe, Zapier and 150+ other platforms. During the free assessment we map every tool in your workflow and design the integration strategy before writing a single line of code.

Every accounts receivable automation is scoped individually because your workflow is unique. We price based on complexity and integration count, then show you the projected time and cost savings so you can evaluate ROI before committing.

No. We build automation around your existing tools and processes. Our approach is to enhance what you already have, not force you onto new platforms. We connect your current systems together so data flows automatically without your team changing how they work.

Every workflow includes built-in safeguards: automatic retries for temporary failures, clear error notifications, and fallback paths for edge cases. Our 98% client retention rate reflects the reliability our clients experience long after launch.

Definitely. A phased rollout lets us tackle the biggest pain points in your accounts receivable process first. Each phase is standalone and delivers measurable value, so you are never waiting months to see results.