Automation Planning Preview

This preview shows how your AI app will display automation recommendations based on user inputs.

Input Data

Industry

Finance

Process to Automate

Invoicing

Current Time Spent (hours/week)

15

9-11 hours/week

60-70% reduction from current 15 hours

Cloud-based accounting software with automated invoicing, payment reminders, and financial reporting.

Low Cost ($50/month)

Modern accounting platform with automated bank reconciliation and invoice tracking features.

Medium Cost ($50-200/month)

User-friendly invoicing software with time tracking and automated payment processing.

Low Cost ($50/month)

Comprehensive invoicing solution integrated with CRM and project management tools.

Low Cost ($50/month)

1

Account Setup & Data Migration

Create accounts with selected software (QuickBooks recommended). Import existing customer data, invoice templates, and historical records. Set up bank account connections for automated reconciliation.
2

Workflow Configuration

Configure automated invoice generation rules, payment reminder schedules, and approval workflows. Set up recurring invoice templates for regular clients and integrate with existing CRM systems.
3

Team Training & Testing

Conduct training sessions for accounting team on new invoice creation and approval processes. Run test cycles with sample invoices to validate automation rules and reporting accuracy.
4

Go-Live & Monitoring

Switch to automated invoicing for all new invoices. Monitor system performance during first 30 days and adjust automation rules based on team feedback and error rates.

This preview demonstrates the professional automation planning output your AI app will generate for users.