Automation Agency Directory byOurIdea.ai

Time to invoice

A Finance process in the Agency or studio blueprint: 3 steps, 1 handoff between 2 systems. Handoffs are where work waits, and the manual steps are usually where the waiting is longest.

Whose model is this? Ours. This blueprint is OurIdea.ai's own reference map, the same starter template abi. Clone applies for this business type. It describes a typical setup so you have something concrete to react to. It does not describe any company listed in this directory, and no listed company should be assumed to work this way.

The steps, in order

  1. Time approved Harvest
  2. Invoice raised Xero
  3. Payment chased Xero

Every step in this process lives in a named system. The automation question here is not coverage but how well the handoffs flow.