Automated invoicing and bookkeeping that gets you paid sooner
Invoices out on time. Books up to date.
Prefer to talk it through? Book a call
DemandLabs
CosmeticComplyEventAnalytics
Invoices out the moment a job is done
When a job is marked done, the invoice goes out with a payment link attached, so you get paid while the work is fresh in the client's mind.
- Sent automatically at job close
- Payment link on every invoice
- Your branding and terms
Talk it through with the people who would build it
A free call with the FirmAdapt team. Bring your questions and the tools you use today.
Polite reminders until it's paid
Reminders follow on a schedule in a friendly tone, so you stop chasing and clients stop being surprised.
- Reminder tone you approve
- Stops when the payment lands
- Overdue list always current
Bank feed matchednow
17 new transactionsBooks that stay current all month
Transactions are categorized and matched to your bank and card statements as they come in, so month-end goes quicker.
- Categories you'd choose yourself
- Receipts matched to transactions
- Questions flagged for a person
- Family
- The Nguyen family
- Child
- Mia, Rainbow Room
- Term
- Term 4
| 4 days a week | $2,860.00 |
| Excursion fee | $45.00 |
| Total | $2,905.00 |
Pay applications and term billing too
Contractors can run pay applications and lien waivers through the same flow, and childcare centers can bill every family each term.
- Progress claims and waivers
- Term and recurring billing
- Every invoice tied to the record
What it looks like in your business
Pay applications and lien waivers in one flow
Progress claims go out on time with the paperwork attached.
How we set up your invoicing
Show us how it works today
On a call, we look at how you invoice, how you get paid and how far behind the books get.
We connect jobs, invoices and your bank
Invoices trigger from your jobs, payments come in by link and transactions match against your accounts.
Invoice paid11:02
#2093, $640Reminder sent9:00
#2081, 3 days lateBooks matched8:00
17 transactionsYou get paid, the books keep up
Invoices and reminders run on their own while you check the few items that need a person.
Questions & answers
How do I automate payment reminders?
Reminders go out on a schedule you approve, in a friendly tone, and stop as soon as the payment arrives.
Can the invoice go out automatically when a job is complete?
Yes. Marking a job done sends the invoice with a payment link attached.
Will it keep my bookkeeping current?
Transactions are categorized and matched to your bank and card statements as they come in, and anything unclear is flagged for you.
Does it work with my accounting software?
We connect to the accounting software you already use where it allows it, and confirm what's possible on the call.
Can it handle progress claims or term billing?
Yes. Contractors can run pay applications and lien waivers through it, and schools or childcare centers can bill each term.
See how automated invoicing would work for your business
Tell us where to send it and we'll record a short video demo for your business.