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Illustrative example

A 25-person professional services firm

The monthly report that assembles itself

Figures from accounting, the CRM and the bank are pulled into one report with a written summary, and overdue invoices get a reminder.

Monthly overview (sample data)

  • Invoiced this month42 invoices+5
  • Open receivables17 invoices-3
  • Overdue4 invoices+1
  • New deals won6 deals+2

Sample figures for illustration

Typical stack
n8n, Google Sheets, your accounting software, HubSpot, Claude or GPT models

The situation

At the start of each month the office manager exports data from the accounting software, the CRM and the bank, and combines it in a spreadsheet.

Formulas break when a column moves. The report reaches the partners late, and by then the questions are about last month. Overdue invoices are chased when someone has time.

What we would build

  1. 01

    Scheduled pulls from accounting, the CRM and bank statements into one set of tables

  2. 02

    Definitions agreed once, so that "revenue" and "overdue" mean the same in every report

  3. 03

    A report generated on a fixed day, with a short written summary of what changed, drafted by AI and reviewed by a person

  4. 04

    Payment reminders in stages for overdue invoices, with exceptions the team can set per client

  5. 05

    A list of data problems found on the way, such as invoices without a project, for someone to fix

What changes

  • The report arrives on the same day each month without anyone building it
  • Partners discuss the figures, not where they came from
  • Overdue invoices are followed up consistently and politely
  • The office manager’s time goes into the exceptions, not the exports

Use cases in this example

Finance and adminBusiness automationERP and business systems

Overdue invoices chased politely and on time

Reminders go out on a schedule from your open invoices, and the awkward cases go to a person.

Open use case Finance and adminBusiness automationAI integrations

The monthly report, assembled for you

Figures from accounting, sales and operations pulled into one report on a schedule, with a written summary.

Open use case

More examples

Illustrative exampleA 12-person furniture wholesalerFrom enquiry to a drafted quote, without retypingEnquiries from the website and email land in the CRM, and a quote draft with current prices waits for the salesperson.Business automationCRM implementationOpen example Illustrative exampleAn accounting office with 8 bookkeepersSupplier invoices read, checked and queued for approvalInvoices that arrive as PDFs are read automatically, checked against the client’s records and handed to a bookkeeper to confirm.AI integrationsBusiness automationOpen example Illustrative exampleAn online store with a small warehouse teamWebshop orders that reach the warehouse on their ownA paid order becomes a picking task, stock is updated in both systems, and the customer gets tracking without anyone copying data.Business automationERP and business systemsOpen example

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