Invoicing at Pixicom used to be a by-hand job. Every billing cycle: pull the unbilled hours for each client, fill in the invoice template, add the recurring charges, total everything, update the receivables ledger, print the PDF, write the cover email. Call it half an hour per invoice when nothing went wrong — and by-hand bookkeeping always leaves room for something to go wrong (an hour billed twice, or never billed at all).
What we built
Now one workflow does the entire run from the underlying job data. It assigns the next invoice number, builds the finished invoice from the logged hours and the client's standing charges, marks those hours as billed (so they can't ever be billed twice), posts the receivable to the books, renders the PDF, and drafts the cover email with the PDF attached.
The only human step left is reading the draft and clicking send. That's deliberate; anything outward-facing gets a human look first.
Did it actually work?
Before trusting it, we replayed a real, already-sent invoice through the workflow and compared the output to the original — byte for byte identical. It's been running the real billing ever since.
The point
This is the pattern behind our AI Quick Win: pick one repetitive task, build the workflow, hand it over working. Invoicing was ours. Yours might be quotes, follow-ups, or intake forms.