AUTOMATION
How to automate invoice & payment automation for accounting firms
Accounting firms lose an average of 6 hours per client per month on repetitive tasks: document chasing, payment reminders, report generation. These hours can't be billed — they just disappear. — Invoices issued, tracked and reconciled without manual work. Here is how an automation system solves this for you.
THE SOLUTION
Invoice & Payment Automation
Automate invoice issuing, payment tracking and Stripe reconciliation. Payment reminders go out automatically — you never chase anyone.
- ◈Automatic invoice issuing via Stripe
- ◈Custom payment reminder sequences
- ◈Automatic reconciliation of received payments
- ◈Monthly accounting export (CSV/PDF)
5j
€49/mois
FAQ
Must we use Stripe, or can we use another payment tool?
Stripe is our primary stack. We can also integrate GoCardless or SumUp. For SEPA transfers, we can read your exported bank statement.
Are invoices compliant with French legal requirements?
Yes. Templates include all mandatory fields (sequential number, VAT, SIRET, legal notices). We adapt to your client's VAT regime.
Can it handle multiple clients with different rates?
Yes. Each client has their own profile (hourly rate, retainer, recurrence, currency). Configuration is done at the start of the engagement.