ADMIN
Invoice and admin assistants.
Job finished. Paperwork moving.
Send the job details while they’re fresh in your mind. An assistant can organise them into a draft invoice, ready for you to check before anything goes to a customer.
- 01Send a message or voice note
- 02Invoice draft prepared
- 03You check and approve
- 04Invoice sent
WHAT IT CAN HELP WITH
A useful next step
for your business.
- Add customers and record job information through a dedicated assistant.
- Prepare invoice drafts using agreed charges and supported accounting tools.
- Review names, amounts and details before sending.
- Check outstanding invoices without searching through several places.
Keep the right checks in place.
You remain responsible for checking invoices and accounting information. Tax treatment, prices and payment terms come from your approved records, never an AI guess.
BEFORE WE START
A couple of
useful answers.
Does it send invoices automatically?
The workflow includes your approval before an invoice is sent. We agree exactly how you review and approve each draft.
Will it work with my accounting software?
We first check the software and the access it supports. I’ll explain any limitations before proposing a setup.
YOUR NEXT MOVE
What’s taking up
your time?
A repetitive task. A messy process. An idea you’re not sure is possible.
Let’s start with a conversation.