From delivered work to paid invoice
Track projects waiting to be invoiced and invoices waiting for payment. Before following up, check payments, the remaining balance, and any dispute.
Open the solution →A problem in a small team’s work
We cannot tell which delivered projects are paid.
Work is delivered and invoiced, but the client paid only part or the payment is unmatched. Connect the project, invoice and verified payment.
Why address it
An issued invoice is not cash received. A reminder without checking payment or a dispute can be wrong; the accounting system remains the source of financial status.
How big is the problem in your team?
Reconcile delivered projects with invoices and verified payments. Sum outstanding balances separately by currency. Do not label that total a loss or a promise of future cash.
This is a recommended measurement approach, not an estimate of an average business loss. We have no verified market benchmark for this specific problem. Your baseline lets you compare the change later.
Choose what needs to change
How to send a daily reminder of work awaiting review
Send one teammate a summary of pending work from a Google Sheets queue. Includes a script, dry-run mode and failure checks.
Open the solution →How to prepare an AI agent to draft payment reminders
Draft a factual reminder for a verified balance, or explain why the message must wait.
Open the solution →Procedures for specific obstacles
Report booked work, invoices, and cash as three different numbers
You accept a project this week, invoice part of it, and receive a smaller payment.
Open the procedure →One process, different kinds of help
- 1
A person checks the input
- 2
Automation reminds the reviewer
- 3
The agent prepares a draft
- 4
The responsible person decides