Raise, send, chase and reconcile invoices — automatically.
The money you have already earned is often sitting in a half-finished invoice or an unchased overdue account. YesAI Automation wires your accounting and job systems together so invoices go out the moment work is done, reminders chase themselves, and payments reconcile without anyone keying a thing.
- Invoices raised straight from finished jobs and accepted quotes
- Polite automated reminders that stop the instant a payment lands
- Syncs with Xero, MYOB, QuickBooks and your job-management tool
The billing jobs we take off you
Part of YesAI — Australia's AI automation consultancy
Invoicing is where your cash quietly gets stuck.
The job's finished, but the invoice doesn't go out until Friday's admin session. When it finally does, half the details get re-typed from a quote or a job sheet, and a typo here or there means a customer query and another week's delay. Then the overdue accounts pile up, because chasing them politely — and remembering who's already paid — is nobody's favourite task.
None of that is a pricing problem or a demand problem. It's an admin problem. And every day an invoice sits unraised or unchased is a day your money is in someone else's account instead of yours.
Bill the moment the work is done — then let it chase itself.
YesAI Automation connects the systems you already use so an invoice is built and sent the instant a job is marked complete or a quote is accepted. Reminders run on their own schedule, payments reconcile as they arrive, and your accounting software stays accurate without the manual matching.
From finished job to reconciled payment — hands-off.
Four stages that turn billing from a weekly chore into a background process.
Raise
A completed job or accepted quote triggers an invoice — line items, pricing and customer details pulled in automatically, ready in your accounting system.
Send
The invoice goes out straight away, on your branding, with a payment link attached — or routes to a person for a quick approval if it meets a rule you set.
Chase
Polite reminders run on schedule as the due date approaches and passes, and stop the moment payment arrives, so no one is ever chased twice.
Reconcile
Incoming payments are matched to the right invoice and marked paid; anything that can't be matched cleanly is flagged for you.
Every step of the billing cycle, covered.
Job-to-invoice
Marking a job complete or accepting a quote builds the invoice for you — no re-keying line items, and no gap between finishing the work and billing for it.
Instant, branded sending
Invoices go out on your template with a payment link, so customers can pay in a click and you're not waiting on the next admin day.
Smart reminder sequences
A gentle nudge before due, a follow-up when overdue, and an escalation you approve — worded politely and drafted with AI to suit each customer.
Automatic reconciliation
Bank-feed, Stripe and PayPal payments matched to invoices and marked paid, with the odd ones out flagged rather than silently mis-filed.
Two-way accounting sync
Contacts, invoices and payment status stay consistent across your job tool and Xero, MYOB or QuickBooks — one source of truth, no drift.
Cash-flow visibility
An automated aged-receivables summary lands in your inbox on a schedule, so you can see who owes what without opening the ledger.
Built for businesses that bill a lot of jobs.
Trade and service businesses running dozens of jobs a week, agencies and consultancies billing against projects and retainers, and any Australian business where the invoicing has outgrown a single person doing it by hand. If you send more than a handful of invoices a week, the admin is real — and so are the savings.
You keep control of the judgement calls — pricing, disputes, the awkward customer conversation — and hand the repetitive raising, sending, chasing and matching to an automation that never forgets and never gets to it late.
Faster cash, cleaner books, fewer arguments.
- Invoices out the same day the work is done — not next Friday
- Debtor days down because nothing sits unchased
- No customer chased for an invoice they've already paid
- Accurate aged receivables without daily manual matching
- Your accounting software always in step with the real world
Invoice & billing automation, answered.
Which accounting software does this work with?
The common Australian ones — Xero, MYOB, QuickBooks and Reckon — plus most job-management tools like ServiceM8, simPRO, Tradify and AroFlo. We connect through their APIs so invoices, contacts and payments stay in sync automatically. If your setup is a spreadsheet or a custom system, we can usually automate that too.
Will it just send invoices without me checking them?
That is your call. Many clients let low-risk, standard invoices go out automatically and route anything unusual — a large amount, a new customer, a manual price override — to a person for a quick approval first. You decide the rules, and every invoice is logged so nothing goes out silently.
How do the payment reminders work?
The automation watches each invoice against its due date and sends a polite, on-brand reminder sequence — a gentle nudge before the due date, a follow-up when it falls overdue, and an escalation you approve for the stubborn ones. The moment a payment lands, the chase stops automatically, so no customer ever gets chased for money they have already paid.
Can it raise invoices straight from a finished job or quote?
Yes — that is where most of the time is saved. When a job is marked complete or a quote is accepted, the automation pulls the line items, pricing and customer details, builds the invoice in your accounting system, and sends it. No re-keying, and no gap between finishing the work and billing for it.
What about reconciling payments?
When money arrives — bank feed, Stripe, PayPal or a payment link — the automation matches it to the right invoice, marks it paid, and flags anything it cannot match cleanly for a human to look at. Your aged receivables stay accurate without the daily manual matching.
How quickly can this be up and running?
Most invoice and billing automations are live within 2 to 3 weeks of the scoping call. We start with the highest-value piece — usually raising and sending, or the reminder sequence — prove the time and cash it frees up, then extend into reconciliation and reporting.
Get paid faster, with less admin.
Tell us how you invoice today — the tools, the volume, the bit that drags. We'll tell you what it would take to automate it and what it would save, free and with no obligation.
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Talk to us
Get a free scope of your billing workflow and what it would save.