Automation

finance

Last month's work, checked for invoices.

On the 1st, an agent reads every job completed last month in BigChange, checks each one for an invoice and emails finance a workbook of the gaps, by customer and value. Nothing your field service engineers finished goes unbilled.

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

how it runs

From one sentence to the gaps.

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

01

Describe it

Say what counts as a gap and who gets the workbook. Agent Builder plans steps that read BigChange and email the gaps from Outlook.

One sentence, five steps

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

before and after

The same month end check, two ways.

September's completed jobs on Thu 01/10: 104 jobs, 20 with no invoice, £8,760 + VAT.

  1. Finding them

    Without Centrus: Job list exported and checked against invoices

    With Centrus: Every completed job checked at 07:00

  2. The gaps

    Without Centrus: Spotted when someone happens to look

    With Centrus: In a workbook by customer and value

  3. Halden's 17

    Without Centrus: Remembered at the end of the first week

    With Centrus: Top of the list on the 1st

  4. By 16:30

    Without Centrus: Nobody knows what's still unbilled

    With Centrus: Dan sees the 3 left and why

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 "Completed work still not invoiced, emailed on the 1st" 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