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Quotes & invoices, automated
Have quotes, scheduling and invoices drawn up and sent automatically based on your own data. Saves hours of admin every week.
Stop manually retyping data into quotes and invoices. This automation recognises incoming requests in Outlook, automatically turns them into a tidy quote in Moneybird, schedules the job in your calendar as soon as the customer agrees, and automatically sends the invoice once the work is done, including VAT calculation and a payment link.
You stay in full control: if you like, every step can be approved by you before anything goes out. That way you combine the speed of automation with the certainty that nothing is sent unintentionally.
What it saves you
- Hours saved every week because you no longer retype anything
- Consistent, professional quotes and invoices via Moneybird
- Automatic VAT calculation and payment link in the invoice
- The job is added to your calendar automatically after approval
- Optional: approve every step first
Frequently asked questions
This solution is connected to Moneybird by default, one of the most popular accounting packages for SMEs. Using a different package? Get in touch, a connection is often possible there too.
No. You receive a step-by-step manual. And if you'd rather leave it entirely to us, we'll come and install it for you.
Yes. You can set it so every quote or invoice is submitted to you for approval first.