Logistics
Invoices drawn from the day’s deliveries
A distribution business stops re-keying delivery records into invoices.
Problem
The deliveries are done, and then someone sits down to turn that list into invoices. The same details are copied across, checked, and sent. Billing prep takes the month.
What the agent does
The agent reads the delivery record and drafts the invoice in the accounting system. It works in WhatsApp and email, alongside Xero, Detrack, and the sheets the team already keeps. Nothing is sent until a person approves it.
What changes for the team
The team reviews a draft instead of assembling one. What was drafted, approved, and sent stays on the record.
Tell us which workflow hurts most.
Twenty minutes is enough to see whether a managed agent fits. Or send a note on WhatsApp.