Billing scattered across spreadsheets and inboxes.
- AMs couldn't raise invoices without the accounts team
- Overdue invoices fell through the cracks
- No reliable view of current or forecast revenue
- Reconciling with Xero was a monthly manual scramble
AI Billing Automation Platform
Automated Billing
A single source of truth for agency billing — letting account managers raise invoices and credit notes directly, syncing seamlessly with Xero, and putting financial projections at everyone's fingertips through a natural-language AI assistant.
Key Results
1
Source of truth for billing
Self-serve
AM-raised invoices & credit notes
Real-time
Xero two-way sync
AI assistant
Easy access to data
A single source of truth for billing.
- Current and planned billing in one live view
- Account managers raise invoices and credit notes themselves
- Real-time two-way sync with Xero
- Natural-language AI assistant for instant answers
How it works.
Single Source of Truth for Current & Planned Billing
Every active and forecast billing line — retainers, project milestones, ad-hoc work — lives in one place. Replaces scattered spreadsheets with a live view that finance, account management, and leadership all work from.
Financial Projections
Planned billing rolls up into 30/60/90-day cash-flow projections, giving leadership a forward-looking view of revenue and letting finance spot gaps early.
Natural-Language AI Assistant
Anyone can ask questions in plain English — 'which clients are over 60 days overdue?', 'what's our forecast for next quarter?', 'what did we bill this client last year?' — and get accurate answers drawn directly from the billing data.
