Use case: finance

From invoice to reconciliation, from collection to reminder and from reminder to report. All automated with workflows and AI.

Operational blueprint · illustrative scenario, not a customer story

  • Every step with its trace
  • Sensitive data protected before any AI
  • A human gate where it matters

Manual financial operations don't scale

Finance teams spending entire days invoicing, reconciling, chasing collections and preparing reports manually.

Manual and error-prone invoicing

Creating invoices one by one, verifying data, applying correct taxes and sending them manually. Every error generates complaints and rework.

Collections without systematic follow-up

Invoices sent that nobody follows up on. Overdue collections detected weeks later. Reminders that depend on someone remembering.

Financial reports that arrive late

Preparing monthly closes requires cross-referencing data from multiple sources manually. The report arrives when the information is already old.

Automatic invoicing, collections and reports

BiVelio orchestrates the complete financial cycle over your systems: from triggering invoice issuance in your ERP to reconciliation and reporting, with approvals.

Invoicing orchestrated over your ERP

Trigger invoice issuance in your ERP or billing system when closing quotes or completing milestones, with the necessary approvals before issuing.

Intelligent collections and reminders

Automatic tracking of pending invoices. Escalated reminders via email or WhatsApp. Escalation if collection is not confirmed.

Real-time financial reports

Dashboard with invoicing status, pending collections, reconciliation and key metrics. Data updated automatically, no manual closes.

Automated flow

From issued invoice to financial report in 5 steps

1

Invoice issuance triggered

When closing a quote, completing a milestone or triggering an event, BiVelio triggers invoice issuance in your billing system, with prior approval if applicable.

2

Reconciliation with bank movements

Received payments are automatically matched with open invoices. Matching by amount, reference or AI for ambiguous cases.

3

Pending collection detected

If an invoice is not collected within the established period, the system automatically triggers the reminder flow.

4

Escalated reminders

First friendly reminder, second more direct, third with escalation to sales manager. All automatic and customizable.

5

Updated financial report

The dashboard updates in real time with invoicing, collections, pending items, reconciliation and projections.

Example impact with financial automation

Illustrative estimates of the impact of automating financial operations with BiVelio.

Fewer invoicing errors

Invoices are issued in your system with verified data, reducing errors in amounts, taxes or client data.

-70% time on collections management

Automatic reminders eliminate the need to chase collections manually. The team focuses on exceptions.

Monthly closes in hours, not days

Automatic reconciliation and real-time reports drastically reduce accounting close time.

Instant financial visibility

Dashboard with invoicing, collections and reconciliation status updated in real time. No waiting for someone to prepare a report.

Related cases

More automations you can see in action

Automate your company's financial operations

Early access by invitation. Connect your billing and orchestrate your first financial workflow in a two-week pilot.

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Part of BiVelio's governed autonomous operations layer
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