Invoice automation for a distribution company - 3 days to 2 hours per week
- Challenge
A wholesale distributor was manually creating 300+ invoices per month in Excel, copying data from CRM deals, and emailing them one by one. The process took one full-time accountant 3 days per month.
- Solution
Automated pipeline: when a deal is marked "won" in CRM, the system generates a PDF invoice from a template, sends it to the client, tracks payment status, and sends reminder sequences automatically.
- Result
Invoice processing time: 3 days → 2 hours per month. Zero data entry errors. Payment received 4 days faster on average due to immediate invoice delivery.