Accounting sector invoicing automation: simplify your tasks

Automation of accounting invoicing is often absent from the priorities in a firm, where days are punctuated by tax obligations, consulting missions and increasing demands from clients.

However, a significant portion of teams' time is still spent on repetitive, silent, but time-consuming tasks: generate invoices, send them manually and relaunch pending payments.

These tasks often fly under the radar. We consider them part of the job. Until the day they become a drag: administrative overload, errors, team fatigue. What if what we consider "normal" was actually a real bottleneck?

I. Manual invoice management, a barrier to the automation of invoicing in the accounting sector

1. A daily life punctuated by time-consuming tasks 

Many firms will recognize themselves in this diagram:

• Half a day, or even more, to edit customer invoices one by one;
• Reminders piling up in the outbox, without precise follow-up;
• Omissions or duplicates that harm customer relations;
• Employees overwhelmed by low value-added tasks;
• Very partial visibility on what is paid or not.

These symptoms are indicative of a outdated manual process and which is starting to have a negative impact on business.

2. The hidden costs of repetitive operations

For a long time, these actions were considered essential. It was thought they had to be done manually, or in Excel, with rigor and patience. And when a firm has experienced staff, mistakes are rare. 

Mais quand le volume augmente, la méthode montre ses limites. Passer de quelques clients à plusieurs dizaines, voire des centaines, change la donne. Ce qui était maîtrisé devient un cauchemar logistique. Les conséquences sont immédiates :

• Late billing;
• Extension of collection times;
• Mental overload of teams;
• Heavy process, source of internal tensions.

In this context, Automation is no longer a luxury but a condition of performance.

II. Digitize invoicing with BAAMTU: fluidity and time saving

1. A complete solution to automate invoicing in accounting firms

It is exactly with this in mind that BAAMTU has designed a simple, robust solution adapted to accounting firms, to automate the entire invoicing and recovery cycle.

Here is what the tool does in concrete terms:

– Invoice programming

From the "Scheduled Invoices" module, the office manager configures the billing elements for each client once. The date, the invoice template, the lines to include... Everything is planned so that each month, the invoice is generated and sent automatically, without any intervention.

– Group sending of invoices

Once the programming is done, the invoices can be generated in bulk and sent by mass email, with personalized objects and automatic attachments. No more copying and pasting or manually attaching documents to each message.

– Personalized automatic reminders

In the accounting configuration, reminder levels can be defined according to the delay periods. For example:

• Gentle reminder on D+2 by email,
• Firm reminder on D+15 with letter and email,
• Personalized mailings by customer or by reminder level. Once configured, the tool automatically checks the due date of invoices sent but not yet paid, and automatically triggers the reminder. 

– Payment tracking

The "Payment Reminders" tab allows you to instantly view invoices that need to be repaid. Payment tracking is clear, accessible, and always up-to-date. The user can choose to repay certain invoices, exclude others, or let the system handle the process.

2. Benefits of invoicing automation for the accounting sector

What our users' experience shows is that in a few clicks, we move from a heavy manual process to a smooth, reliable and automated systemThe gain is immediate: several hours saved each month, fewer errors, faster collections, and better quality of service for the firm's clients.

Automation is not dehumanization.
It is relieve your teams of repetitive tasks, so that they can focus on their real added value.

Watch our demo video or request your personalized essay from today.