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.
In short
Invoices, statements and signatures chased by hand with the same email every week from a spreadsheet of who owes what. 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. Plain automation, no AI. Usually a single-task automation, $7,500 to $25,000. First deliverable running within 14 days.
- Free evaluation
- Fixed quote before work begins
- First deliverable running in 14 days, guaranteed
- Small tasks welcome
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. Or open these figures in the calculator and change them.
How it works
- 1
Step 1
We read what is outstanding from your accounting system, not a separate spreadsheet.
- 2
Step 2
You set the rules once: how many days, how many reminders, what tone, when to stop.
- 3
Step 3
The automation sends each reminder on schedule with the statement or the document attached.
- 4
Step 4
Accounts that finish their reminders and still have not moved go on a short list for a person.
- 5
Step 5
Signed documents that come back are filed where they belong.
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.
Plain automation or 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.
Price band and timeline
- Usually
- Single-task automation
- Band
- $7,500–$25,000
- First deliverable running
- Within 14 days
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 deliverable running in 14 days, 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.
All prices and the guaranteeWhat business automation actually costs
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
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.
Questions about this task.
Does it work with our accounting system?
Most accounting and practice systems offer a connection or an export, and we read what is outstanding from there. Where a system only has screens, the automation reads them through your own login after we review the terms with you. We check yours during the evaluation.
Can the tone change by customer?
Yes. A rule can pick the template by customer, by amount, by how many days overdue, or by which reminder this is. The wording is yours; we only send it on schedule.
What if a customer replies?
Replies go to a person, and the automation stops reminding that account until you say otherwise. Payments that land before the next reminder cancel it, because the job reads your books fresh each time.
How is this priced?
When your books already say who owes what, sending the reminder on schedule is a single-task automation, $7,500 to $25,000, at the low end. Escalation rules, per-customer wording and signature filing add scope. A single reminder from one list is a quick task, from $2,500.
How long until it is running?
The first reminder sequence is running against real accounts within 14 days of us having access to your books. Signatures and escalation follow.
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, the first deliverable is running in your operation within 14 days, guaranteed.
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.
Guide
What business automation actually costs
What makes a project small or large, how the fixed quote works, and how the cost compares to the time the task takes today.
Everything we automate, with what goes into each one.