Invoice automation means invoices are generated automatically from orders or CRM deals, sent to clients without manual steps, and payment status is tracked in real time. We connect your sales workflow directly to your finance tools.
Book a free consultationInvoice automation replaces the manual bridge between your sales pipeline and your accounting ledger: the moment a deal closes in your CRM or an order is confirmed, a compliant invoice is generated and delivered — with no one retyping line items into Comarch, enova365, SAP Business One or Symfonia. We connect the systems your commercial team already works in to the systems finance trusts, building every workflow with Poland's KSeF e-invoicing schema and PEPPOL formats in mind from the start.
JustAutomate has implemented invoice automation for more than 50 B2B companies across Poland, Germany, Austria, Switzerland and the UK — from teams closing the books under KSeF reporting obligations to shared-service teams reconciling payments across multiple currencies. Our approach never starts with a tool: we map the invoice-to-cash cycle as it runs today, find where hours and errors accumulate, then design the most direct fix — measured against KPIs like days sales outstanding and billing error rate.
The most common invoicing scenarios we implement for clients:
Measurable outcomes our clients see after implementation:
Every engagement follows the same four-phase structure that ensures results, not just deliverables:
We interview your finance and sales teams and map the invoice-to-cash process end to end — from deal closing to bank reconciliation — to find where KSeF compliance or reminder automation will move the needle fastest. Output: a plan with defined KPIs.
We build the highest-priority automation — usually invoice generation or reminder sequencing — against real invoices. You validate that VAT calculations and KSeF formatting are correct before any further investment.
Full deployment across your invoicing workflow, team training and monitoring so a failed KSeF submission or bounced reminder is caught immediately, not discovered at month-end.
We expand into reconciliation, revenue reporting or additional entities and subsidiaries. Each phase reuses the integrations already built during the pilot.
We are a specialized B2B automation agency — not a generalist IT shop, and not an accounting firm reselling software licenses. Everything we build is judged against one outcome: measurable results in your invoice-to-cash cycle. Our team has implemented finance automations — invoicing, reconciliation, reporting — for companies from 10 to 500 employees, working inside the ERPs, CRMs and banking formats already in use across Poland, Germany and the UK.
Most implementations follow our 4-week JUSTPROCES methodology: one week mapping your invoice-to-cash process and KSeF/ERP requirements, two weeks piloting against real invoices, one week production deployment and training. Multi-entity setups can take 6-8 weeks. We always pilot on real invoices first.
Before starting, we agree on 2-3 KPIs with baseline measurements — hours spent on invoices per week, days sales outstanding, or billing error rate. After 30 and 90 days, we deliver a formal ROI report against that baseline.
No. We handle all technical implementation, including the connection to your ERP, CRM and bank feeds. Your finance team just walks us through how invoicing works today and validates the automated version. We document every workflow, or provide ongoing support.
All production automations include monitoring and alerting — if an invoice fails to generate, a KSeF submission is rejected, or a reminder bounces, we are notified before your finance team notices. Our support plans include SLA-backed response times.
Yes. We integrate with HubSpot, Pipedrive, Salesforce, Comarch, enova365, SAP Business One, Symfonia, Xero, QuickBooks, Google Workspace, Microsoft 365, most banking formats and any system with an API — plus KSeF and PEPPOL for compliant e-invoicing.
We'll show you how BOND or the Personal Agent works on sample data. No generalities — a concrete case from your industry.
No reception, no helpdesk, no tickets. I'll answer directly: whether this makes sense for your company and what the first step would be.