An AI-driven invoicing and accounts-receivable system that generates invoices, matches incoming payments and chases overdue accounts end to end.
Every invoice was hand-built in a Microsoft Word template and every e-Transfer payment was eyeballed, cross-referenced and ticked off manually, with cheques a separate headache — leaving the firm unable to track which invoices were paid and which were not.
We built an AI-driven invoicing and accounts-receivable platform where staff pick a client, tick the services and the system auto-generates a PDF that is a pixel-for-pixel match of ASR's existing template, with an optional 50/50 project split handled automatically. A Gmail-API watcher checks the inbox every five minutes for e-Transfer notifications, extracts sender, name and amount, matches them to the open invoice and flips it to Paid with no human input. An escalating follow-up engine sends reminders on day 3, 6 and 9 and stops the instant payment is detected.
Every system starts with one audit — a clear opportunity map for your business, before you build anything.