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.