Automate Invoicing & Billing

Eliminate manual invoicing and accelerate payments with automated billing workflows

98% Reduction in Invoicing Errors
50% Faster Payment Collection
80% Time Saved on Billing Tasks

The Problem: Manual Invoicing Is Costing You Time and Revenue

Small businesses lose significant time and revenue each month with manual invoicing processes:

These manual processes result in:

Delayed cash flow and slower business growth
Lost revenue from forgotten invoices
Increased accounts receivable days
Customer dissatisfaction from inaccurate or late invoices
Employee frustration with repetitive data entry

Our Solution: Automated Invoicing That Works While You Sleep

FlowEngine creates custom automation workflows that eliminate manual invoicing and ensure you get paid faster.

Automatic Invoice Generation

Set up triggers so invoices are automatically created when work is completed, orders are shipped, or subscriptions renew.

Seamless Accounting Integration

Connect to QuickBooks, Xero, or your accounting software so invoices flow directly into your financial system.

Automated Payment Reminders

Send professional payment reminders at strategic intervals as due dates approach or pass.

Self-Service Client Portal

Give clients 24/7 access to view and pay invoices online with integrated payment processing.

Automated Payment Tracking

Automatically update invoice status when payments are received via check, ACH, or credit card.

Revenue Recognition Automation

Automatically recognize revenue according to your accounting rules and timelines.

How It Works: Your Path to Automated Invoicing

1

Process Discovery

We analyze your current invoicing workflow to identify automation opportunities and integration points.

2

Workflow Design

We design the automated invoicing process including triggers, actions, conditions, and exceptions.

3

System Integration

We connect your CRM, project management, accounting, and payment systems to enable data flow.

4

Development & Testing

Our engineers build the automation in a secure environment and conduct thorough testing.

5

Deployment & Training

We implement the solution with minimal disruption and provide training for your team.

Common Use Cases: What We Can Automate for You

Service-Based Business Invoicing

Automate invoicing for hourly services:

  • Sync completed time entries from time tracking tools
  • Generate invoices based on hourly rates or project milestones
  • Attach relevant work logs or deliverables to invoices
  • Send invoices immediately upon work completion
  • Track payment status in real-time
  • Send automated reminders for overdue invoices

Product-Based Business Billing

Automate order-to-cash process:

  • Generate invoices automatically when orders are shipped
  • Include shipping and handling charges automatically
  • Apply discounts or promotions based on business rules
  • Update inventory levels upon invoicing
  • Send digital invoices with payment links
  • Reconcile payments with orders automatically

Recurring Subscription Billing

Automate subscription management:

  • Generate invoices automatically on billing cycles
  • Handle prorated charges for mid-cycle changes
  • Process automatic payments via credit card or ACH
  • Send renewal notices and update subscription status
  • Handle failed payments with retry logic and notifications
  • Generate revenue recognition entries according to accounting rules

Project-Based Invoicing

Automate milestone billing:

  • Create invoices when project milestones are completed
  • Generate progress invoices based on percentage completion
  • Invoice for approved change orders automatically
  • Link invoices to project documentation and approvals
  • Track retainage and final payment requirements
  • Generate final completion invoices when projects close

Simple, Transparent Pricing

Choose the package that fits your automation needs

Starter

$1,500

Single workflow automation

  • One core process automated
  • Basic system integration (2-3 apps)
  • 30-day support period
  • Documentation included
Get Started

Growth

$2,500

Two integrated workflows

  • Two core processes automated
  • Advanced integration (3-5 apps)
  • Performance dashboard
  • 60-day support period
  • Process documentation
Get Started

Enterprise

$5,000

Complete automation solution

  • Full process audit & strategy
  • Three+ core processes automated
  • Custom development as needed
  • 90-day support period
  • Dedicated optimization sessions
  • Training for your team
Get Started

Ready to Automate Your Invoicing?

Book a free 30-minute automation audit to identify how much time and revenue you can save.