Invoice drafting
Services / agencies
TriggerCron — runs at month-end (or weekly, per firm convention)
Steps- Pull billable activity from your time-tracking and project tools
- Apply rate cards, retainers, and matter-specific rules
- Generate per-client invoice drafts with line-item detail
- Cross-check against historical patterns for anomalies
ReviewAlways pauses for billing manager / partner approval before send.
OutputApproved invoices issued through your AR system; audit log shows the source of every line item.
Reconciliation
Cross-vertical
TriggerCron — daily or weekly
Steps- Pull bank statements, payment processor data, and AR records
- Match payments to invoices using identifier and amount heuristics
- Flag exceptions with structured rationale
- Update accounting records for clean matches
ReviewExceptions queue for bookkeeper review; clean matches post automatically.
OutputBooks closer to current. Exceptions arrive with context, not a wall of unmatched rows.
Overdue follow-up
Services / SaaS
TriggerCron — daily, processes invoices past their due date
Steps- Identify overdue invoices and bucket by days late
- Draft an escalation appropriate for the bucket and relationship
- Personalize using prior correspondence and matter context
- Apply your firm's tone and footer rules
ReviewAccount owner approves any first-time follow-up to a relationship; later reminders auto.
OutputPolite, on-brand follow-ups go out on the right cadence; you stop being the bottleneck on collections.
Expense classification
Cross-vertical
TriggerNew expense submission or imported transaction batch
Steps- Extract structured fields from receipts and descriptions
- Classify against your chart of accounts and project codes
- Flag policy violations with explanation
- Update the accounting record with classification
ReviewLow-confidence classifications and policy flags go to a controller; high-confidence post auto.
OutputCleaner books. Less month-end pain. Audit trail of every classification decision.