TRAX AI
TRAX AI
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08

Admin & Invoicing Automation

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

Ideal for:SMBsAccountantsOffice managers
TL;DR

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

Timeline:2-3 weeks
The result

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

  • 1Invoices = finding info, calculating, formatting by hand
  • 2Monthly reports = copy-pasting between tools for hours
  • 3Frequent 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.

The process

An automation that extracts data from CRM, calculates, and generates invoices + reports automatically.

1

Extraction

AI pulls data from your tools

2

Processing

Automatic verification and formatting

3

Delivery

Invoices and reports ready to send

Tools used
Timeline:2-3 weeks
Google DriveGoogle Drive
Gmail
QuickBooksQuickBooks
NotionNotion

Interested?

20 min, no commitment

We discuss your situation, show you a live demo, and you leave with a concrete plan. Even if we don't end up working together.