Finance & Invoicing Automation Pack
8 workflows that automate invoicing from document extraction through payment collection, bookkeeping, and collections
What This Pack Does
Automates the entire invoicing pipeline from document extraction and invoice processing through generation, payment collection, accounting sync, reminders, and escalation for overdue accounts.
Who It's For
Accountants, bookkeepers, freelancers, and small business owners who want to eliminate manual invoice processing and ensure timely payment collection.
Expected Outcome
Cut invoice processing time by 75% and reduce overdue payments by automating reminders and escalation
Highlights
- Full invoice lifecycle: Extract → Process → Generate → Collect → Sync → Escalate
- AI-powered data extraction from PDF invoices and email attachments
- Professional invoice generation from Google Sheets data
- Stripe payment collection and automated invoice reminders
- QuickBooks and Xero accounting sync
- Automated escalation for overdue invoices
Included Workflows(8)
Extraction
Capture
Processing
Generation
Payment
Accounting
Collections
CRM Bridge
Setup Requirements
A Make account, Google Sheets and Gmail, Stripe for payment collection, QuickBooks or Xero for accounting, and Eden AI or PDF.co for document extraction.
Example Use Case
A freelance accountant managing 30 small business clients uses the extraction workflows to pull invoice data from client emails automatically. The processing workflow structures the data, the generation workflow creates outgoing invoices, and Stripe handles payment collection. QuickBooks stays in sync without manual entry, and the collections workflow sends reminders at 7, 14, and 30 days overdue — then escalates to the client owner if unpaid after 45 days.
Primary Integrations
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