REIGNBRIDGECONSULTING
Concept demo · fictional business · sample data

Professional services firm · Workflow automation

Arden & Vale Design Studio invoice follow-up

A twelve-person design studio waits almost two months to get paid because nobody has time to chase invoices. This demo reviews every open invoice each morning, drafts the right message for each client, and hands partners only the conversations that need a person.

Average days to get paid: 58 → about 40 projectedTime spent chasing invoices: 6 hrs/week → under 1
Outstanding$30,850
Overdue$26,050
Messages sent today0
Partner conversations0

Open invoices

From the accounting system · sample
InvoiceClientAmountDueStatus

Payment history: reliable clients usually pay on time; slow clients often pay late.

Automation run

Run —

    This morning’s summary

    Runs daily at 8:00 AM

    Who does what

    Automated
    • Pulling open invoices every morning
    • Choosing the right message for each one
    • Drafting emails with a payment link
    • Recording payments and sending thank-you notes
    • Payment plan agreements when a partner approves one
    Human
    • Office manager approves the day’s emails
    • Partners call long-standing clients personally
    • Partners decide on payment plans or pausing work
    • Nothing goes to collections without a partner

    How it would be built for a real business

    For a real firm this runs on the accounting system it already uses, such as QuickBooks Online or Xero, with its built-in payment links. Rules are set by the partners: when to send a heads-up, when to escalate, and who gets a personal call. The office manager approves the day’s batch in one step, so no message goes out unseen.