Your Finances on Autopilot
Automate invoicing, receipts, price quotes, and payment collection. Integrate with Israeli accounting systems and eliminate the paperwork that slows your business down.
The Challenge
You're spending hours every week creating invoices manually, chasing payments, preparing price quotes, and reconciling receipts. Documents get lost in email threads, payment follow-ups slip through the cracks, and your accounting system doesn't talk to your other tools. Every minute spent on financial paperwork is a minute not spent on growing your business - and the errors from manual data entry cost you even more.
How We Solve It
We automate your entire financial document workflow. Invoices and receipts are generated automatically when a deal closes or a service is delivered. Price quotes go out with digital signatures so clients can approve in seconds. Payment reminders are sent automatically on schedule, and credit card processing is handled seamlessly. Everything syncs with your accounting system - whether it's Morning, iCount, Grow, or another platform - so your books are always up to date without manual data entry.
Key Benefits
How It Works
Map Your Financial Flows
We document your invoicing, quoting, and payment processes to find automation opportunities.
Connect Your Systems
We integrate your accounting software, payment processor, and business tools into one workflow.
Automate & Test
We build automated document generation, payment reminders, and reconciliation processes.
Go Live & Monitor
We launch with real-time dashboards so you always know what's been invoiced, paid, and pending.
Financial Management FAQ
We integrate with all major Israeli accounting and invoicing platforms including Morning (Hashavshevet), iCount, Grow, GreenInvoice, and others. We also connect with international tools like QuickBooks and Xero. If your system has an API, we can integrate it into the automated workflow.
Yes! The system generates compliant Israeli tax invoices, receipts, and price quotes automatically. All documents follow Israeli tax authority requirements and are sent directly to your clients via email or WhatsApp.
When an invoice is overdue, the system automatically sends friendly reminder emails or WhatsApp messages on a schedule you define - for example, 3 days before due date, on the due date, and 7 days after. The tone escalates gradually, and you can customize the messaging. If payment is received, reminders stop automatically.
Absolutely! Price quotes are sent with a secure digital signature link. Clients can review and sign from any device - no printing, scanning, or physical meetings required. Once signed, the system can automatically convert the quote into an invoice and trigger the next steps in your workflow.
No - this system complements your accountant, not replaces them. It automates the repetitive paperwork (document creation, sending, follow-ups, data entry) so your accountant can focus on advisory work, tax planning, and financial strategy. Most accountants love it because they receive clean, organized data instead of shoeboxes of receipts.
Ready to Get Started?
Book a free consultation and let's discuss how this solution can work for your business.