Invoice & Expense Autopilot
Stop chasing payments manually. Automate your entire bookkeeping ledger.
Before and after the autopilot
WITHOUT IT
- Invoices go out late because nobody has time to sit down and write them
- Chasing overdue payments is awkward, stressful, and eats into productive hours
- Receipts pile up uncategorised until tax season turns into a full-blown crisis
- Cash flow visibility is nonexistent until the accountant sends a report weeks later
WITH IT
- Invoices sent automatically the moment a job completes. Zero delays
- Polite, persistent payment follow-ups handled automatically without awkwardness
- Every expense captured and categorised instantly as it happens
- A clear monthly cash flow summary lands in your inbox without you asking
Everything that's included
- Snap-and-scan receipt capture with automatic expense categorisation
- Invoice generation and delivery on your custom schedule
- Automated payment chase sequences that stay professional and persistent
- Seamless integration with your existing accounting software
- Monthly cash flow summary delivered straight to your inbox
How it works
Connect your accounting software
We link your accounting software in a single session. Your existing customers and products are imported automatically.
Set your invoicing rules
Tell us when invoices should go out (on job completion, on a weekly schedule, or on specific dates) and what payment chase intervals you prefer.
Receipts in, cash flow out
Snap a photo of any receipt, and it gets categorised and logged. Invoices go out on schedule, payments get chased politely, and your monthly summary arrives automatically.
Questions about Invoice
Which accounting software does it connect to?
All major cloud accounting platforms are fully supported. Additional software can be connected as a custom integration.
Will the payment chase emails embarrass me?
No. The chase sequence is professional and graduated: a friendly reminder, then a firmer follow-up, then a final notice. You review and approve the templates before anything goes out.
Can it handle multiple clients at once?
Yes. The system manages all your clients simultaneously, with individual invoice schedules and chase sequences per client.
What if I need to customise an invoice?
Every invoice can be manually edited before it sends. You can also flag specific clients for manual review if you prefer to check their invoices personally.
Is my financial data secure?
Yes. All connections use bank-grade OAuth authentication. We never store your accounting credentials, only the read/write tokens required to create and update records.
Frequently paired with this autopilot
Clients who automate invoice often automate these too.
Ready to stop doing this manually?
Invoice & Expense Autopilot is live within 30 minutes. Your first month is guaranteed.
Both monthly subscription and activation fee are 100% refundable within 30 days if your automation is not live and delivering results.