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Billing & Invoicing
Zero-Touch Payment & Revenue Tracking System
Discover how we transformed their operations through intelligent automation.
Key Result
100% Automated Reconciliation
Timeline
2 weeks development
n8nDocketWiseAirtableWebhooks
The Challenge
Manual reconciliation of payments received via practice management tools was error-prone and delayed financial reporting. Tracking revenue by case type and date required hours of manual spreadsheet updates every month.
Our Solution
We architected an automated billing bridge between DocketWise, n8n, and Airtable. The moment a payment confirmation is detected, the workflow identifies the client, links the payment to their record, and categorizes revenue by case type and date. This creates a real-time financial overview of the firm's health without any manual data entry.
Results & Impact
- Real-time, autonomous payment reconciliation
- Zero manual data entry for billing records
- Instant visibility into revenue by practice area/date
- Eliminated human error in financial tracking