InvoiceFlow
Automating invoice generation, sending, tracking, and payment reminders for an SME finance team.
How most SMEs still handle invoicing
For many SMEs, invoicing is still a manual, multi-step process spread across different tools. It takes time, creates bottlenecks, and leaves room for human error — slowing cash flow and taking focus away from growing the business.
Time-consuming. Error-prone. Hard to scale. It's a hidden cost most SMEs can't afford.
Create in Excel/Word
Export as PDF
Draft & send email
Update spreadsheet
Follow up for payment
Repetitive. Inconsistent. Easy to get wrong.
Manual customer lookup
Manual invoice creation
Manual PDF generation
Manual email drafting
Spreadsheet tracking
Manual payment follow-up
Repetitive admin work
Human error
How Metadox solved it
Metadox designed a workflow automation around the client's existing invoicing process — replacing manual, repetitive admin with a streamlined system, while keeping human review before anything is sent.
Before vs After
From manual admin to automated workflow.
Manual Process
per invoice
With InvoiceFlow
per invoice
Time Saved
per invoice
Before
Manual Process
15 min+
per invoice
Repetitive, error-prone & time-consuming
Customer Request
Receive invoice request
Create Invoice Manually
Manually input all details
Generate PDF
Export or save as PDF
Draft Email
Write and format email
Send Invoice
Attach PDF and send email
Update Spreadsheet
Manually update tracking sheet
After
With InvoiceFlow
< 2 min
per invoice
Automated, accurate & faster
Customer Request
Invoice request received
InvoiceFlow Automation
Retrieve Customer
Auto-fetch customer details
Generate Invoice
Auto-generate invoice
Create PDF
Professional PDF created
Send Email
Email auto-drafted with invoice
Update Tracking
Tracking & due date updated
Schedule Follow-up
Payment reminder scheduled
Review & Send
Quick review and send
87%
Faster Invoicing
Save up to 13 minutes per invoice.
0
Manual Data Entry
Customer retrieval, invoice generation, and tracking are automated.
Automated
Follow-ups
Payment reminders are automatically scheduled and tracked.
100%
Consistent Output
Every invoice, PDF, and email follows the same professional standard.
This is how we do it
A closer look at the automation behind every step of the workflow.
What this means day to day
The impact of moving invoicing from manual admin to an automated workflow.
Time Per Invoice
10–15 min
↓ ~1–2 min review
≈ 80–90% reduction
Invoices Per Month
300
Estimated Admin Time Saved
40+ hours/month
Estimated Labour Cost Saved
~S$800–1,500/month
Manual Steps Eliminated
6+
Human Errors
Reduced through workflow standardisation
Get Started
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Take the first step in minutes. Discover where you stand, get a tailored roadmap, and see exactly how AI can move your business forward.
Prefer email? hello@metadox.ai