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Case study · Finance · ServicesIN PRODUCTION

Invoice automation.

Billing for hundreds of clients, prepared without a manager touching a spreadsheet.

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The problem

An international accounting firm bills hundreds of clients monthly. Managers assembled the billing data by hand — matching work performed to people and to each contract's rates. Demanding, and error-prone.

The solution

Two automations: the first reads contract parameters — work types, rates, price lists — into one clear reference table; the second, connected to the work-logging system, generates each client's invoice automatically.

The result
  • The entire billing-preparation process automated
  • Major time savings, errors eliminated
  • A clear line from the work performed to the amount invoiced
"Managers now spend their month on clients, not spreadsheets."FROM THE PRODUCTION DEPLOYMENT
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Every automation on this page runs inside Bailey — a private, access-controlled runtime — and inherits the controls a NIS2 and DORA audit asks about. See all fifteen automations or why BitSwan rather than no-code or a dev project.