Invoicing, chasing, reconciling and reporting — drafted and filed by agents, approved by you. The month-end scramble becomes a queue you clear in ten minutes.
Raises invoices from your job sheets or timesheets, applies the right rate card, and queues anything over your limit for approval.
Chases unpaid invoices on your schedule — 7, 14, 30 days — in your tone, and escalates to you before anything gets awkward.
Matches payments against invoices, flags partials and mismatches, and leaves a note on anything it can't resolve itself.
Writes the weekly cash position and month-end pack from your books, in the format your accountant already expects.
We're specific about this, because "fully autonomous finance" is how people lose money. These stay with you by default, and you can widen or narrow the list.
The paperwork differs more than you'd think. These pages cover the specifics.
The audit maps where your invoicing and chasing hours actually go, and comes off your first month.