TRAX AI
TRAX AI
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Real case

Admin & Invoicing Automation

AI extracts data, calculates, and generates your invoices and reports automatically.

08SMBsAccountantsOffice managers

In brief

AI pulls data from your tools → generates invoices + reports automatically. 2h/week → 10 minutes.

80-90%

time saved

CRM data + emails

AI extracts + calculates

Formatted invoices + reports

AI Output

📄 Invoice #2024-0347 generated

Client: Dupont SA

Amount: €4,250.00 excl. VAT

VAT (21%): €892.50

Total: €5,142.50

📊 Monthly report, January 2024

• Total revenue: €67,340 (+12% vs Dec.)

• 23 invoices issued, 19 paid

• 3 overdue payments (reminders sent)

Before

Every month-end, you spend half a day digging through 4 different tools to generate invoices. One data entry mistake means 2 hours of corrections...

2h/week of manual work

  • Invoices = finding info, calculating, formatting by hand
  • Monthly reports = copy-pasting between tools for hours
  • Frequent data entry errors and scattered data

After

10 minutes

  • Invoice generation from CRM data
  • Automatic calculations, consistent format
  • Monthly reports generated in one click

Fewer errors, clear financial view, team freed from repetitive work.

80-90%

time saved

380+

Heures sauvées

6

Langues

The process

A fully custom process from A to Z

1

Extraction

AI pulls data from your tools

2

Processing

Automatic verification and formatting

3

Delivery

Invoices and reports ready to send

Tools used

Google DriveGoogle Drive
Gmail
QuickBooksQuickBooks
NotionNotion

20 min, sans engagement

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On vous montre une démo live, et vous repartez avec un plan concret.