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Legal & B2B Services

Cash Flow on Autopilot: AI That Invoices, Follows Up, and Collects Relentlessly

Professional Services Firm

Professional services firms struggle with AR management. We built a comprehensive AR automation platform that transforms billing and collections from manual chaos to intelligent automation.

Professional Services Firm project screenshot
60% Faster

At a Glance

Key results and metrics from this project.

60% Faster
Collection Speed
Near-Zero
Overdue Balances
Fully Automated
Invoice Generation
45 → 18 Days
DSO

The Challenge

Traditional AR processes are manual and inconsistent. Invoices are sent late, follow-ups are forgotten, and escalation happens too slowly or too aggressively. Finance teams spend more time chasing payments than on strategic financial management.

The Solution

What we built to solve the challenge.

  • Real-time AR dashboard with aging visualization
  • Invoice management with AI-generated content
  • Client portal for invoice viewing and payments
  • Predictive cash flow forecasting display

  • Integration with QuickBooks, Xero, NetSuite
  • Stripe, PayPal, ACH payment processing
  • Multi-channel communication via SendGrid, Twilio
  • Complete audit trails and dispute management

  • Automated Invoice Generation from time tracking
  • Intelligent Sending Optimization for payment probability
  • Personalized Communication Engine
  • Payment Escalation Intelligence

Key Capabilities

Auto-InvoicingPayment OptimizationMulti-Channel Follow-upCash Flow ForecastingDispute Management

Technology Stack

ReactNode.jsPostgreSQLStripeOpenAI GPTSendGridTwilio

The Business Impact

Measurable results and transformation.

45 to 18 days
DSO
Near-zero
Overdue
90% saved
Admin Time
Dramatically reduced
Bad Debt

DSO reduced from 45 to 18 days, dramatically improving cash flow. Persistent, intelligent follow-up ensures invoices are paid on time while personalized communications preserve client relationships.

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