Accounting and Invoicing System Setup

Invoices that go out on time and books that are ready for your accountant

We set up your accounting platform, build branded invoice and quote templates, automate payment reminders, and connect your bank feed so reconciliation stops being a monthly ordeal.

Late invoices are not a discipline problem, they are a systems problem. We set up your accounting platform, build branded invoice and quote templates, connect the bank feed, wire your payment processor in so paid invoices reconcile themselves, and automate the reminder sequence so chasing happens whether or not you remember. Your accountant gets books in a state they can work with.

What is included

• Accounting platform setup with your chart of accounts
• Branded invoice, quote and credit note templates
• Automated payment reminder sequences
• Bank feed connection and reconciliation rules
• Payment processor sync so paid invoices clear themselves
• Recurring invoices and retainer billing where relevant

What you receive

• Configured accounting platform you own
• Branded document templates
• Live automated reminder sequence
• A short written process for month end

Who this is for

Founders invoicing from a document template and chasing payment by memory.

What you get

Money going out and coming in on a schedule that runs itself.