Use case: finance

Complete financial automation for your business

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

Financial automation for businesses - BiVelio

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 automates the complete financial cycle: from invoice issuance to reconciliation and reporting.

Automated invoicing with compliance

Generate invoices from workflows when closing quotes or completing milestones. Series, numbering, taxes and automatic sending compliant with VERI*FACTU.

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 generated automatically

When closing a quote, completing a milestone or triggering an event, BiVelio generates the invoice with all correct data.

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.

Real results with financial automation

Companies that automate their financial operations with BiVelio achieve these results.

Error-free invoicing

Invoices are generated automatically with verified data. Zero 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.

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More automations you can see in action

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