AI & AUTOMATION CAPABILITY

Finance and Billing Automation

Founder Portal ships finance and billing automation end-to-end — built inside your accounts, documented for your team and maintained after launch.

WHY FOUNDERS AUTOMATE THIS

Invoices go out late, payments are chased manually, revenue reports live in someone's head. We build the operational layer that keeps cash moving and reporting honest — under your accountants, not replacing them.

OUTCOMES YOU CAN EXPECT

What changes once this is live.

01

Invoices generated and sent on time, every time.

02

Automatic follow-ups on overdue payments — no more awkward founder emails.

03

Revenue, MRR and cash-flow dashboards refreshed daily.

04

Expense and receipt data extracted from PDFs and routed to accounting.

05

Failed-payment recovery workflows that reclaim revenue you were losing.

WHAT'S INCLUDED

Everything we build in this capability.

Pick the items that matter for your business — we scope, build, integrate and maintain them under your name.

  • ·Invoice generation
  • ·Recurring invoice automation
  • ·Payment reminders
  • ·Overdue-payment follow-ups
  • ·Stripe payment workflows
  • ·Payment-status notifications
  • ·Expense-data extraction
  • ·Receipt processing
  • ·Expense categorization
  • ·Revenue dashboards
  • ·Cash-flow reporting
  • ·Subscription reporting
  • ·MRR and ARR tracking
  • ·Failed-payment recovery workflows
  • ·Customer billing notifications
  • ·Financial-report summaries
  • ·Invoice-to-accounting synchronization
  • ·Basic AI financial insights
  • ·Profitability and cost reporting

Positioned as operational and reporting tools, not replacements for licensed accountants or tax professionals.

EXAMPLE USE CASES

How founders put this to work.

01

Stripe → accounting

Every charge, refund and dispute flows into your accounting system with correct categorisation.

02

AR automation

Overdue invoices get escalating reminders, then a human touch — before they become write-offs.

03

Founder finance report

A weekly summary of cash, MRR, burn and runway in the format the founder actually reads.

HOW WE DELIVER

A predictable four-step delivery.

01

Scope

We map the current process, tools, data and the exact bottleneck you want removed — then agree on a fixed deliverable list.

02

Design

We design the workflow end-to-end: triggers, AI prompts, human approvals, error paths, notifications and reporting.

03

Build

We build inside your accounts using the tools you already pay for, integrate everything, and pilot with real data before going live.

04

Handover

You get documentation, a runbook, monitoring, and a monthly optimisation window — so the system keeps improving as your business grows.

TYPICAL TOOL STACK

The tools this capability usually runs on.

StripeQuickBooksXeroGoogle SheetsSlackOpenAI
KPIS WE REPORT ON

What we measure once the system is live.

01

Days sales outstanding

02

% of invoices paid on time

03

Failed-payment recovery rate

Examples, not promises. Real KPIs are agreed with you during scoping.

RELEVANT PACKAGES

Engagement shapes that include this capability.

Package

AI Launch Audit

For founders who do not know what to automate.

Package

Automation Starter

For a small business needing one essential workflow.

Package

AI Sales Engine

For founders scaling outbound and lifecycle sales.

Package

AI Customer Operations

For businesses with recurring customer conversations.

Package

AI Business Operations

For teams that want a unified internal operating layer.

Package

Custom AI System

For companies requiring a proprietary product or internal platform.

FREQUENTLY ASKED

Questions founders ask before starting.

Whose accounts is this built on?
Yours. Every tool, API key and data source stays under your company's ownership. If you ever decide to run the system without us, you keep everything.
How do you handle our data?
We work inside your existing tools with role-based access. We never train third-party models on your data, and sensitive fields are masked or kept out of prompts when needed.
What happens after go-live?
You get documentation, a runbook, monitoring and an included maintenance window. Ongoing optimisation, new workflows and version upgrades are handled under a monthly retainer if you want it.
OTHER CAPABILITIES

Explore the rest of the catalog.

Ready to build your US launch stack?

Build from anywhere.
Launch globally.

Start with the readiness assessment. You will receive a recommended launch path based on your country, business model, website and current setup.

You own every account and company document. Stripe, banks and government authorities make their own approval decisions.