Before
Invoices and statements chased by hand. Same email, same reminder, same spreadsheet of who owes what.
After
Reminders go out on schedule. The team sees only the accounts that need a conversation.
Plain automation
Automate chasing invoices, statements and signatures
Invoices and statements chased by hand. Same email, same reminder, same spreadsheet of who owes what. Reminders go out on schedule. The team sees only the accounts that need a conversation.
- Free evaluation
- Fixed quote before work begins
- First deliverables in 30 days, guaranteed
- No staff replaced
What this costs you today
Someone keeps a spreadsheet of who owes what. Every few days they go down it, write the same email, attach the same statement, and note that they sent it. The same goes for documents waiting on a signature. Then they do it again next week.
Reminders go out late because the person was busy, or twice because the spreadsheet was wrong. The accounts that actually need a phone call are hidden in a list of ones that just need a nudge.
Call a fully loaded employee $45,000 a year, as an illustration. In the companies we meet this typically takes 5 to 10 hours a week. Ten hours is a quarter of a person, spent sending the same email.
- Typical time
- 10 hrs / week
- That is
- a quarter of a person
- At an illustrative $45,000 a year
- $11,250 / year
Typical figures, using $45,000 as an illustrative fully loaded cost. Your numbers go in the calculator below. If your version is a couple of hours a week, that still counts.
What CBIT builds instead
We build an automation that reads what is outstanding from your books, and sends the right reminder at the right time, with the statement attached. Signatures work the same way: the request goes out, the reminder follows on schedule, and the signed copy is filed when it comes back.
You set the rules once: how many days, how many reminders, what tone. When an account has had its reminders and still has not moved, it goes on a short list for a person. That is the only list the team sees.
Plain automation handles most repetitive work. We use newer tools only where they clearly earn their place, and we tell you when we do. Chasing invoices does not need them.
What the person gets back is the spreadsheet. They stop maintaining it and start having the conversations that need them.
Is this AI?
This is plain automation. No AI. Who owes what and when is already in your books. The reminder is a rule, not a decision.
What business automation actually costsOne example, names left out
Real work from real clients, with the names left out. What matters is the shape of the problem, and how often we see it.
What shapes the scope and the quote
This kind of project
A focused version may be a small project
If your books already say who owes what and when, sending the reminder on schedule is a small, well-defined job. Scope grows with the rules: escalation steps, a different tone by customer, signatures that need filing when they come back, and exceptions that need a person.
- Small tasks and larger workflows are both welcome. We look at what needs to happen and give you a fixed quote before work begins. No hourly meter.
- First deliverables in 30 days from kickoff, guaranteed.
- Changes to outside systems (a portal redesign, a vendor's API change) may require separately quoted repair work. We tell you when that happens.
Run your own numbers.
Set to the typical figures for this task. Change them to match your team, however small the number.
What this task costs you in time
Hours a week, times the people doing it, at whatever a person costs you. $45,000 a year is an illustration; set it to your own figure.
People doing this work
1
Hours each, per week
Half an hour counts. 40 is a full week.
10
Fully loaded cost per person, per year
Salary, benefits, taxes, overhead. $45,000 is an illustration; set it to yours.
$45,000
Time spent on this task
10 hrs / week
About 520 hours a year of a person's time.
- Labor value of that time
- $11,250 / year
- Your project price
- Fixed quote after a free evaluation
Tell us about this task
These figures show the value of time spent on the task, not a project quote or guaranteed cash savings. We will help estimate what can realistically be automated.
Tell us about the task your team keeps doing by hand.
Every morning, every Friday, or every time an order comes in. Small tasks and larger workflows are both welcome. The evaluation is free, and if we take it on, first deliverables are running in your operation within 30 days of kickoff.
Free evaluation. Fixed quote before work begins.
Related tasks
Plain automation
Automate sending the same reminder on a schedule
It goes out on schedule with the right details, and only to the people who still need it.
Automation, AI where needed
Stop copying email contents into a spreadsheet by hand
The row appears on its own. Nobody retypes what was already written.
Everything we automate
Fourteen tasks, each with what it takes today, what we build instead, and what shapes the scope.