An invoice is made by hand from the achievements
It incorporates unnecessary negotiations and difficult-to-measure loss of time into daily operations.
Invoicing and re-invoicing automation
Prepared invoices and controlled invoicing processes based on incoming deliveries, contracts, costs and customer agreements.
01 / SITUATION ASSESSMENT
Where time and money are usually wasted
Automation doesn't start with the device. First, we examine where work is repeated, where data resides in separate systems, and which errors cause real business loss.
The costs that can be invoiced are omitted
It reduces transparency, so the cause and person responsible for the errors only become visible late.
It is not visible which item has already been invoiced
Instead of creating value, the employees deal with repetitive administration.
Contract fees and indexation are manually controlled
Each repeated data entry creates a new possibility for error, and the execution is difficult to trace back.
The approval is sent by e-mail
The process waits invisibly, while it is not clear who has the next decision.
The invoicing and coverage report is completed late
It ties up valuable working hours, while management can only make decisions based on delayed data.
02 / TYPICAL POSSIBILITIES
Examples of processes that can be automated
The following are common examples that can be easily automated — not a closed list of services. We always design the specific solution for your operation, systems and business goals. It can be fully automatic or, where necessary, monitored with human approval points.
Automatic recognition of billing events
Repetitive steps are put into a controlled process with full logging and clear points of responsibility.
Ordering billable costs to project and customer
The necessary information is automatically sent to the next work phase, eliminating manual transmission and waiting.
Automatic preparation of invoice
The system collects and prepares data in the background, and the employee only receives cases that require a decision.
Contractual fee, limit and tax control
Business rules run automatically. The process can operate fully automatically or with human approval points on demand.
Financial approval process
Business rules run automatically. The process can operate fully automatically or with human approval points on demand.
Invoicing, accounts receivable and margin report
The system automatically prepares and forwards the necessary data to the existing reporting channel.
03 / THIS IS HOW IT WORKS
The path of information, step by step
The system can even issue the invoice automatically based on the set rules. A financial approval point can be turned on as needed for tax, contractual or high-value items.
Fulfillment or cost is received
Contract and project identification
Control of billable items
Draft invoice and approval
Exhibition, accounting and reporting
Automatic or monitored on demand
The system can even issue the invoice automatically based on the set rules. A financial approval point can be turned on as needed for tax, contractual or high-value items.
Fewer overdue invoicing, faster financial closing and more accurate coverage
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
04 / PROFESSIONAL APPROACH
Technology in the background, operation in the foreground
The project does not end with the delivery of an independent bot. We build a documented, monitored and modifiable system.
01◎
Survey and Prioritize
We map labor time, the cost of errors, lost revenue opportunities and the path of data.
RESULTA prioritized automation plan, measurable with a first project.
02✓
Flexible control
The system collects, checks, prepares and alerts data. The process can be fully automatic or supervised with human approval at the necessary professional, financial and legal points.
SECURITYLogged operations, segregated permissions and on-demand approval points.
03↗
Introduction and operation
We integrate the existing systems, test the operation, document and train the employees involved.
CONTINUITYMonitoring, error management, backup and planned further development.
05 / INTEGRATIONS
Your existing systems work together
The following are examples, not a closed list. We also connect older and unique systems with API, webhook, database connection, controlled import-export or robotic management.
BillingoSzámlázz.huNAV Online AccountERPCRMBank exportProject managerExcel / Google SheetsMicrosoft 365Google WorkspaceSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseAI APIsUnique internal system
Are you using a different system? No problem: during the technical survey, we examine the possibility of API, file, database or interface-based connection.
06 / FREQUENTLY ASKED QUESTIONS
Before the first consultation
Do existing systems need to be replaced?+
Usually not. We primarily strive to securely connect current devices.
How long is the introduction?+
A well-defined first automation can be introduced in as little as 2 weeks. For a more complex system, we will provide an exact schedule after the audit.
Is the return guaranteed?+
We do not promise a guaranteed result without an audit. We provide measurable goals and a data-based estimate.
Free of charge automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.