Fintech & Automation
Eliminating Manual Invoicing for a Professional Services Firm
The problem
A 25-person consulting firm was spending over 12 hours per week manually generating invoices in a spreadsheet, chasing payments by email, and reconciling receipts against their Xero ledger. Late payments were averaging 47 days and cash flow was unpredictable.
What we built
worqinc designed an end-to-end automated invoicing pipeline connecting monday.com (project tracking) → Tracket (budgets, time and billable amounts) → PandaDoc (invoice generation) → Xero (ledger posting) → Paidnice (payment chasing). When a project milestone was marked complete in monday.com, Tracket worked out what was billable against the project budget and a branded invoice was generated in PandaDoc and sent automatically, with progressive follow-up emails triggered by Paidnice at 7, 14, and 28 days past due.
The result
Average payment time dropped from 47 days to 19 days. The finance team reclaimed 10+ hours per week. Late payment write-offs fell by 68% in the first quarter after launch.
Average payment time
47 days19 days
Late-payment write-offs
−68%
Finance time reclaimed
10+ hrs/wk


