Lead to Cash Automation

Lead to Cash Automation

Your business should run on a conveyor belt that moves from leads to payments without manual intervention.

The space between winning a job and getting paid is where most small businesses lose their profit.

When your booking and billing systems are disconnected, you risk missing billable hours or forgetting to send an invoice.

Stop the Profit Leak

Many small business owners think they have a sales problem when they actually have a workflow problem.

If it takes three days to turn a booking into a project and another week to send the invoice, you're essentially giving your clients an interest free loan.

Automation removes the effort from your financial cycle. It ensures that every minute of work is tracked and every single task is billed.

Explore our guides on how to automate your revenue cycle.

Automation Insights

How do I automate my workflow from initial client booking to project creation?

Learn how to eliminate manual data entry by triggering project creation the moment a client books your time.


See Automation Workflow

What is the most efficient way to transition a sales lead into a billable job?

Discover how to move prospects through your pipeline without losing track of the billable requirements.


Learn Lead Conversion

How can I automate invoicing based on completed project tasks and billable hours?

Stop spending your Fridays creating invoices. Learn how to let your completed tasks generate the bills for you.


View Auto Invoicing Guide

How can I set up automated overdue invoice reminders to improve cash flow?

Get paid faster without the awkward conversations. Learn how to automate your collections process like a pro.


Explore Payment Recovery

There's A Better Way

Want to see the benefits of a fully integrated system for yourself?

You can use all of our features for 30 days, no credit card required.

You can even use Stripe to get paid.