Neural Peak embarked on comprehensive discovery sessions to grasp the depth of the billing challenges. Based on these insights, a tailor-made solution was conceived that integrated seamlessly with the Bespoke CRM developed previously for ACE Australia. This new system automated invoice generation by harnessing the CRM's data and a new API. Processes were revamped to capture the necessary data accurately, and multiple safeguards were integrated to eliminate human errors.

The designed solution placed humans at a review checkpoint, ensuring accuracy while automating the tedious tasks. The invoices generated were enhanced with QR codes and payment links, facilitating instant payments via an online portal. Additionally, an automated follow-up mechanism for unpaid invoices was set in motion to ensure timely collections.

The approach and strategy revolved around:

• Automation of Invoicing: A new API was employed, allowing the automation of the invoicing generation process. This eradicated the manual effort traditionally expended in calculating commission percentages and determining the final invoiced amount.
• Process Revamp: New procedures were established, guiding the team to record data accurately and at the requisite stages of the billing process.
• Safety Protocols: To counter potential human errors and swiftly highlight issues, multiple safeguards were instated throughout the system.
• Human Review Checkpoint: Before dispatch, every invoice underwent a rigorous human review. This system was crafted with all requisite data pre-loaded, encompassing invoice particulars, client details, and email templates, expediting the review and dispatch process.
• Automated Follow-Ups: An automated mechanism was integrated to facilitate timely follow-ups on unpaid invoices, ensuring a seamless collection process.
• Enhanced Payment Solutions: Every auto-generated invoice was equipped with QR codes and instant payment links, directing clients to an online portal, streamlining the payment process.