Automation
Incoming invoice filing
Every invoice you receive by email filed in Google Drive, sorted by month and supplier.
€9 per monthWeekdays at 6 pm
AutomationAutomation
Progress billing
At the end of every month, the agent takes the signed quote and each trade package's progress from your spreadsheet, calculates the progress claim (cumulative, already invoiced, retention) and prepares the progress invoice in QuickBooks.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
On the 28th of every month at 9 am
- 1Read. Progress on each package.
- 2Calculate. Cumulative, already invoiced, 5% retention.
- 3Prepare. Draft progress invoice.
Sample deliverable
Claim no. 4, Les Acacias residence
- Cumulative progress: 62% (€148,800 excl. VAT out of €240,000).
- Already invoiced: €112,300. 5% retention: €1,825.
- To invoice: €34,675 excl. VAT.
- PDF: Progress claim
Connectors
Google Sheets: read progress per package
QuickBooks: prepare the progress invoice
Already set up for you
- Retention
- 5%
What you'll be asked
- Which spreadsheet tracks your job progress?
Who it's for
About 1 run a month, standard business logic and 7 actions per run (generated files, calculations): Micro tier.
Learn more
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