Case Study

How One Client Cut Invoice Processing Time by 80%

Workflow Automation

Case Study

80%

less time spent processing invoices

~10 hrs/wk

reclaimed from manual data entry

Office desk with smartphone and financial charts

The Problem

A general contractor running a growing crew was still keying invoices into their accounting software by hand every night after a full day of job site visits. Estimates lived in one tool, job costs in another, and nothing talked to each other. Small errors kept slipping through, and the office manager was spending close to ten hours a week just moving numbers between systems.

What We Built

We connected their estimating tool directly to QuickBooks, so approved estimates automatically generate draft invoices with the right line items and job codes attached. A lightweight approval step lets the office manager review before anything goes out, but the manual entry is gone entirely.

The Result

Invoice processing time dropped by roughly 80%, and the team catches pricing mismatches before invoices go out instead of after. The office manager now spends that reclaimed time on collections and client follow-up.

Ready to stop chasing invoices?

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