The problem
A deal closes in the CRM and someone re-keys it into accounting. Invoices go out late, overdue accounts get noticed weeks after they slip, and every Friday someone builds the same report by hand.
What we'd build
Your CRM, campaign data and accounting kept in sync. An invoice is drafted when a deal closes, overdue accounts alert the right person, and a weekly brief on who owes what is written for you to approve.
What would change
Invoices go out the day the work is won. Overdue accounts surface in days. The Friday report arrives already written.
[NEED: rough timeline]