Automations We've Built
Real Quote-to-Cash workflows - invoice parsing, invoice generation, payment reconciliation, dispute management, and full AR systems - with the actual before, after, stack, and results.
AI Agents That Parse Invoices and Purchase Orders from Gmail
AI agents fetch PDFs and images straight from Gmail and Drive, extract every field with OCR + LLM parsing, and write clean structured data to Sheets - without anyone touching an inbox.
Automated Invoice Generation Across QuickBooks, Xero, and Thinkific
Orders and estimates turn into invoices automatically - no one manually finds a price, retypes a line item, or opens QuickBooks to create a bill.
Payment Reconciliation Across Stripe, PayPal, and Zoho
Webhooks catch every payment the moment it lands and match it back to the right invoice - no one logs into Stripe or PayPal to check what's been paid.
Invoice Correction and Dispute Management with AI Agents
When a bill is wrong - overbilled, underbilled, or disputed - an AI agent reads the time entries, compares them to the invoice, and fixes it in Xero automatically, with a Slack alert either way.
End-to-End AR Automation on Zoho + n8n
From invoice creation through multi-stage approval, payment batching, and proof-of-payment delivery - a full accounts receivable system running without a single manual touch.
Shopify and eCommerce Order Fulfillment Workflows
New Shopify orders create fulfillment tasks automatically, new products sync from a spreadsheet into the store, and status updates notify the team and customer the moment work is done.
AI Knowledge Base Pipeline: Embedding Financial Data into Pinecone
A scheduled n8n pipeline pulls source data, chunks and embeds it with OpenAI, and keeps a Pinecone vector index current - the retrieval layer behind an AI agent that can actually answer questions on real data.
Want something like this built for your stack?
Get a free Q2C audit and see exactly where your AR, invoicing, and collections process is leaking money.
Get a free audit