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Automations · for agencies

Automate invoicing and payment chasing for your agency

Invoicing and the awkward chase can run themselves: raise the invoice on schedule, send polite escalating reminders until it is paid, reconcile the payment, and flag anything overdue, so cash flow stops depending on someone remembering.

The problem

Late payments quietly bleed agencies. Chasing them is uncomfortable, easy to forget, and always lands on the owner, who would rather be doing the work.

How the automation works

  1. 01Invoices are raised automatically on the billing date from your project or CRM data.
  2. 02A reminder sequence escalates politely at set intervals until the invoice is paid.
  3. 03Paid invoices are reconciled and marked off; the client and your team are notified.
  4. 04Overdue accounts trigger an alert to you with the amount and how long it is late.
  5. 05A simple dashboard shows outstanding, paid, and overdue at a glance.
n8nStripe / Razorpay / XeroCRMEmailTelegram / Slack

Common questions

Does it work with our accounting tool?

Yes. It connects to Xero, QuickBooks, Stripe, Razorpay, and most billing tools via their APIs.

Will the reminders feel pushy?

No. The sequence is polite and escalates gradually; you control the tone and timing.

Can we still send manual invoices?

Yes. The automation handles the recurring and overdue cases; you can always send one by hand.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

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