Service businesses · Finance & invoicing
Monthly retainer and recurring invoices on autopilot
On the 25th active contracts are reviewed, overages and inflation clauses applied, and fee requests issued from the invoicing tool with bank monitoring.
- Avg. time saved
- 3–6 h/week· ≈ 19 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
Monthly retainer and recurring invoices on autopilot: On the 25th active contracts are reviewed, overages and inflation clauses applied, and fee requests issued from the invoicing tool with bank monitoring. It typically gives back 3–6 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
25th of the month, 38 active retainer contracts
The AI
- Calculates base fee, overages and inflation clauses
Comes back
38 fee requests issued and sent; bank monitoring armed
Steps
- 1Contract review on the 25th
- 2Item calculation
- 3Invoices issued, sent, monitored
Similar solutions
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Related terms
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