Detect the milestone
Create a billing task when an approved project or delivery event is recorded.
Systems built / 10
Invoice + cash-flow workflow assistant
Private client deployment
An approval-led workflow for preparing milestone invoices, maintaining the aging queue and escalating payment questions without changing the ledger autonomously.
The operating problem.
Billing information often arrives late or incomplete, then follow-up depends on memory. Automation can organize the queue and reminders, but accounting decisions must remain controlled and traceable.
How the system moves.
Prepare for approval
Assemble the agreed billing details without posting or modifying the accounting record.
Follow the aging queue
Send approved reminders and classify payment confirmations, questions and disputes.
Escalate exceptions
Route changes, disputes, refunds and write-off decisions to the responsible person.
Human and system safeguards
- Human approval before invoice creation or change
- Accounting platform remains the source of truth
- No autonomous refunds, credits or write-offs
- Complete history of reminders and exceptions
What the system measures
- Time from milestone to approved invoice
- Aging-queue coverage
- Payment questions routed
- Administrative handling time
Related system
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