Automating Invoice Processing for a Professional Services Firm

Case Study

Challenges

A leading professional services firm was facing a persistent challenge: their finance team was spending countless hours each week manually tracking overdue invoices in Sage and sending follow-up emails through Gmail. This manual process not only consumed valuable time but also led to inconsistent follow-ups and delayed payments, impacting cash flow and operational efficiency.

Key Insight

“Manual invoice follow-ups were draining resources and delaying payments, making it difficult to scale our operations.”

Our Solution

Nuvento partnered with the client to design an AI-powered automation solution that transformed their accounts receivable process. The AI agent was seamlessly integrated with Sage and Gmail, enabling real-time monitoring of invoice statuses, daily generation of overdue invoice lists, and automatic, personalized reminder emails. The system also tracked responses and escalated unresolved cases, ensuring nothing slipped through the cracks.

Key Features

  • Real-time data sync with Sage
  • Automated, personalized email reminders
  • Full audit trail for compliance

The Impact

The results were immediate and measurable. Manual effort related to invoice follow-ups dropped by 80%, freeing the finance team to focus on higher-value activities. On-time payments increased significantly, and the client gained a clear audit trail of all communications, supporting compliance and transparency.

Impact Metrics

80%

Reduction in manual effort

25%

Faster payment collections → accelerated cash flow

100%

Automated daily follow-ups

Scalable Growth Ahead

With Nuvento’s enterprise AI automation in place, the client is now equipped to handle growing invoice volumes without additional headcount. The finance team remains agile and responsive, and the business is positioned for scalable growth.

Automating Invoice Processing for a Professional Services Firm

From Manual Follow-Ups to Autonomous Finance Operations 

This case study highlights how AI-driven automation was applied to a high-friction finance workflow,invoice tracking and follow-ups, to unlock faster payments, reduce manual effort, and enable scalable growth without additional headcount. 

The Impact 

The transformation was immediate and measurable. 

Manual effort related to invoice follow-ups dropped by 80%, freeing the finance team to focus on higher-value financial analysis and client engagement. On-time payments increased significantly, accelerating cash flow and improving operational predictability. 

Most importantly, the organization gained full visibility and auditability across all invoice communications something manual processes could never reliably deliver. 

This was not automation for efficiency alone. 

It was automation designed for financial control and scale. 

Why This Matters for Finance & Operations Leaders 

Invoice follow-ups are rarely seen as a strategic priority until delayed payments, cash flow gaps, and operational drag become impossible to ignore. 

This case demonstrates how AI-driven automation can: 

  • Remove human dependency from repetitive finance tasks
  • Improve cash flow without increasing team size
  • Create audit-ready processes by default
  • Scale operations without introducing complexity

The lessons from this deployment extend far beyond invoicing. 

See the Full Architecture Behind the Results 

This page outlines the outcomes. 
The full case study goes deeper into: 

  • How the AI agent was designed and integrated
  • How escalation and exception handling were structured
  • How governance and audit trails were maintained
  • What made the automation scalable and reliable
Download the Full Case Study

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