Closed deal to invoice
A closed deal in the CRM creates the invoice in your billing tool, and the payment status comes back to the CRM.
Automation & integrations →For finance teams
Automation and AI for finance teams.
We connect your CRM with your billing and accounting tools: a closed deal creates the invoice, payment status comes back to the CRM, and the monthly revenue report builds itself from the same data. Each system has a named owner on your team.
Who it is for
Does this sound like your team?
Good fit
- Someone retypes deal data from the CRM into your billing tool.
- Sales does not know which customers have not paid.
- Supplier invoices are checked line by line against orders.
- The monthly revenue report takes days to build from exports.
Not sure yet?
The Technical Diagnostic maps your systems, data and workflows in 2–3 weeks and tells you what to build first.
See the Technical Diagnostic →Examples
What we can build for finance teams
Each example links to the service that builds it.
Overdue invoice reminders
Overdue invoices trigger reminders and a task for the account owner, visible in the CRM.
Automation & integrations →Supplier invoice checks
Supplier invoices read from PDF, checked against the order or contract, and sent for human approval before booking.
AI agents →Monthly revenue report
Built automatically from CRM and billing data.
Automation & integrations →Tools
Built with
- HubSpot
- Pipedrive
- Stripe
- n8n
- Make.com
- Python
Not sure where to start?
Where to start
5 minutes · free · no sign-up
Readiness check
Ten questions about your systems, data, workflows and documents. You see where you stand and where we would start.
Start the readiness check →2–3 weeks · fixed scope
Technical Diagnostic
A review of your systems, data and workflows. You get an audit report and an engineering roadmap you can use with any team.
See the Technical Diagnostic →How every project runs
From diagnostic to a system your team owns
- 01
Technical Diagnostic
2–3 weeks: audit report and roadmap.
- 02
Build in sprints
4–6 weeks each, documented as we go.
- 03
Hand over to a named owner
Documentation, a runbook per tool and training for the person on your side who owns it.
- 04
Ongoing support, if you want it
Monitoring, fixes and small builds. We act as the second line behind your owner.
FAQ
Frequently asked questions
Not sure where to start? The Technical Diagnostic is the first step for every build.
Which billing and accounting tools do you work with?
We connect your billing and accounting tools through their APIs, for example Stripe. The Technical Diagnostic confirms what fits your stack.
Does anything get booked without a person?
No. Supplier invoices are sent for human approval before booking, and every step is logged.
Where does our data stay?
We are based in the EU and work with GDPR in mind. Where your data is stored and processed is agreed with you during the diagnostic.
How long does it take?
We start with the 2–3 week Technical Diagnostic. The build runs in sprints of 4–6 weeks.
Tell us what slows your team down.
A 30-minute call. We’ll tell you what we’d build first.
What happens next
- 130-min callWe look at your situation and tell you what we would build first.
- 2Technical Diagnostic2–3 weeks, fixed scope: audit report and roadmap.
- 3Build in sprints4–6 weeks each, documented and handed over.