Monthly billing run
A Finance process in the IT services or MSP 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
- Contracted hours pulled ConnectWise PSA
- Invoices raised Xero
- Unpaid invoices 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.