3 invoices overdue 30+ days, total £4,200
Three customer accounts have invoices past the 30-day mark. ABC Ltd owes £1,800, XYZ Corp £1,400, Smith & Co £1,000.
operations
Financial Operations Team
Invoicing, payment chasing, and cash flow monitoring on autopilot
ReactiveExecutor4 employees
From $59/mo
Hire This Team → Team structure
Meet Your Team
Every employee has a defined role, skill set, and model optimised for their work.
R
Rachel
Manager
Orchestrates invoicing, collections, and cash flow reporting across the finance team
O
Oliver
Invoice Agent
Generates and sends invoices the moment jobs complete
S
Sophie
Collections Agent
Sends escalating payment reminders for overdue accounts
J
James
Cash Flow Monitor
Tracks incoming/outgoing payments, forecasts cash position
How it works
Watch a Real Run
See how the team collaborates to deliver structured, high-quality outputs.
Financial Operations Team -- Live Run
O
Oliver
Job completed -- invoice #1247 generated and sent same-day
Step 1 of 4
O
Oliver
Payment tracked -- matching bank transactions to open invoices
Step 2 of 4
S
Sophie
Overdue chased -- friendly reminder sent to ABC Ltd (7 days overdue)
Step 3 of 4
J
James
Weekly cash flow report -- £12k in, £8k out, £4k net positive
Step 4 of 4
Example outputs
What This Team Delivers
Real outputs from real runs. Every piece is structured, actionable, and tracked.
Escalate ABC Ltd to formal reminder
ABC Ltd is now 45 days overdue on invoice #1189. Recommend sending a formal payment reminder with 14-day deadline before further escalation.
Weekly cash flow report: £12k in, £8k out, £4k net
Full weekly financial summary covering 23 invoices sent, 18 payments received, and projected cash position for next 30 days.
Invoice #1247 sent to customer
Invoice for £340 sent to customer for 8-yard skip hire. Payment terms: 14 days. Automatic reminder scheduled for day 7.
Use cases
Built for These Scenarios
Same-Day Invoicing
Invoices generated and sent the moment a job is marked complete. No more forgotten invoices or end-of-week batches.
Payment Chasing
Escalating reminder sequence: friendly at 7 days, formal at 30, pre-action at 60. Customisable tone and timing.
Cash Flow Forecasting
Weekly reports showing income, expenses, and projected cash position. Flags potential shortfalls before they happen.
Expense Categorisation
Automatically categorises bank transactions against your chart of accounts. Reduces manual bookkeeping time.
Tools & integrations
What They Work With
Platform Tools
Generate Invoice
Email Sender
Send templated emails with attachments
Track Payment
Forecast Cashflow
Output Generator
Create findings, proposals, and reports
Connected Integrations
Xero
QuickBooks
Stripe
Track invoices, monitor subscriptions, and pull payment data into reports
GoCardless
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Hire Financial Operations Team
From $59/mo
No credit card required. Connect your tools and let your new team get to work. Cancel anytime.
Free tier includes 1 team with 100 runs/month. No card needed.
FAQ
Common Questions
Same-day. Oliver generates and sends invoices the moment a job is marked as complete. No more end-of-week invoice batches.
Sophie sends an escalating sequence: a friendly reminder at 7 days overdue, a formal reminder at 30 days, and a pre-action notice at 60 days. Each step is customisable.
Yes. The team connects to Xero, QuickBooks, and Sage via API. Invoices and payments are synced automatically so your books are always up to date.
Popular in these industries
Industries Using This Team
See how this team fits into your industry's back-office workflow.
Property
Rent collection, invoice management, and cash flow for property portfolios
Food
Supplier invoicing, payment tracking, and margin monitoring for food businesses
Healthcare
Patient billing, insurance claims, and practice cash flow management
Construction
Progress billing, subcontractor payments, and project cash flow tracking