Automation

finance

Last month invoiced, and every client's pack sent.

On the 1st, an agent reads last month's completed field service jobs in your job system, raises the invoices and emails each client one pack, with a cover sheet listing every invoice and the total. Anyone on stop is held.

Book a demoSee how it runs
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to month end.

Describe the pack once in Agent Builder, test it on one client's month, then let it run on the 1st.

01

Describe it

Say when it runs and who to hold. Agent Builder plans steps that read the jobs, raise the invoices and email each pack.

One sentence, six steps

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same month end, two ways.

Harlow Retail Park's October, 22 jobs and £18,640 + VAT, invoiced on the 1st.

  1. The jobs

    Without Centrus: Exported from the job system and sorted by client

    With Centrus: Read from the job system at 07:30 on the 1st

  2. The invoices

    Without Centrus: Raised one at a time over the first week

    With Centrus: All 22 raised in the same run

  3. The cover sheet

    Without Centrus: Typed up in Word from the invoice list

    With Centrus: Written with every invoice, reactive and planned

  4. The client

    Without Centrus: Gets 22 separate emails across the week

    With Centrus: Gets one pack on the 1st

Other ways to describe it

  • “Add a branded cover sheet to each client's pack with the invoice list and the total.”

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Monthly client invoice pack built automatically" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing