Create invoices and send them by email
Invoices are filled into your template from an Excel billing list and emailed once a person approves. AI first points out amounts far from last month's.
The problem today
At month end, staff fill in the invoice template for each customer from the Excel billing list, save each one under a name, and attach them to emails one by one. Mixing up a recipient or an amount is the fear, so checking before sending takes time.
The workflow in Kitewell
- Open the billing list workbook and check this month's rowsAutomatic
- AI points out rows to check against last month's amount and the notesAI judgment
- Fill in the invoice template workbook for each customer and save it as a copyAutomatic
- A person checks the invoices and the list of recipients, and approves sendingApproval
- Email each customer with their invoice attachedEmail
- Write the sent date and result back into each row of the billing listAutomatic
What AI does
Compares each amount on the billing list with last month's amount and the notes, and shows the rows to check with its reasons.
Where people decide
Checks the rows AI pointed out and the list of recipients, then approves sending. No email goes out until it is approved.
What a PoC checks
- Whether invoices are created from your current template as it is (merged cells, named cells)
- Whether the rule AI uses to point out rows fits how accounting checks invoices
- Whether the wording, sender, and attachment file names follow your company's rules
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
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