We help you send invoices faster.

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Automate Your Invoicing Process with Integrations

Connect your CRM to your Accounting System and create invoices as soon as deals close.

You'll save 15 minutes or more on each deal by letting automation do all of the heavy lifting.

Everyone's sales process is different.

How you send invoices probably is too.

So we work with you to understand when and how you send invoices, and build integrations specific to those needs.

Whether it's a simple sync or complex data processing, chances are we can help.

Before

After

It can cost you 10+ hours per month to create and send invoices.

✗ Copy the same info from CRM to Accounting System, manually entering each field and line item.

✔ Save 15 minutes or more per deal with automation. Focus on more important things.

The sooner you can send bills, the sooner you can get paid.

✗ Send invoices in batches and wait for customer payments. Wait for customers to receive and pay against the invoice and follow up manually.

✔ Shorten receivable cycles by sending invoices as soon as deals close and automated follow ups if they don't make timely payments.

We all make mistakes, but automation can help us cut back on that.

✗ Find errors in invoices from mis-copying or "fat fingering" data entry when generating a document.

✔ Use standardized mapping to ensure the right information makes it from your CRM every single time.

We can help you in a number of ways.

But in order to know how to serve you best, we see the most success by hopping on a quick intro call.

We'll learn a bit about you and your business and point you in the direction of the tools that suit you best.

(even if it's our competition)