Bookkeeper
Finance
Reconciles entries, tracks down the missing receipts and prepares the month for your accountant.
- Slack
Price on request
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Finance
Billing assistant
Invoicing late means getting paid late. As soon as a quote is signed or a job is finished, the invoice goes out the same day, in the right format and with the right legal lines.
What you are dealing with today
The job finished three weeks ago and the invoice has not gone out. You invoice in bursts, when cash gets tight, and you find delivered work that was never billed at all.
Where this happens
- Agency
fixed-price and time-and-materials work, billed in two different tools.
- Maintenance
every call-out should produce an invoice, and often does not.
- Training provider
billing depends on the funder and its paperwork.
What it does
Its remit as delivered. You can widen it or narrow it during setup.
- Issues the invoice as soon as the job is done
- Checks the mandatory legal lines and the billing details
- Sends the invoice and confirms it was received
- Flags work that was done but never invoiced
Where it works
It replies on your channels, from your addresses and your numbers.
- Slack
A typical day
- 09:05 Done
12 invoices issued and sent.
- 11:50 Needs review
3 finished jobs have still not been invoiced.
- 16:15 Info
Billing summary sent.
An example of what you see go by during the day.
Setup
Three steps, done with you.
- 01
We connect its channels
Inbox, WhatsApp, calendar, Slack. With your access, in front of you.
- 02
We set its limits
What it does alone, what it brings to you, and above which amount.
- 03
We test on real cases
You review its first replies before letting it work.
What it costs
The price depends on volume and on the channels connected. It is agreed with you before any setup.
Price on request See pricing
Questions about this role
How long before it is operational?
Setup is done with you. We give you a firm timescale once we have seen your channels, your volume and the limits to set.
Can it work alongside my current team?
Yes. It takes the repetitive part of the job and passes the rest to the right person, with the full context.
Can I change its remit later?
Yes, at any time. You widen what it does alone once you have seen it do the job well.
Other roles worth handing over
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Collections assistant
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Chases unpaid invoices at the right time, in the right tone, and tells you when to pick up the phone.
- Phone
Price on request -
Customer support agent
Support
Answers your customers on WhatsApp, by email and on chat, settles the routine requests and hands you the rest.
- Website chat
- +1
Price on request
Live
Your team is ready to start.
Book a slot. We look at your business together and pick the first role worth handing over.