The recurring invoice somebody remembers to raise
Revenue that depends on a person remembering is revenue you will eventually lose.
Contracts, retainers, subscriptions and usage-based charges — rebuilt so billing follows the agreement automatically, including the uplifts and the extras that currently get missed.
You will recognise at least three of these.
- Recurring invoices are raised manually each month from a list.
- Contracted uplifts and indexation are applied when someone remembers to check.
- Usage or overage charges are calculated in a spreadsheet, if at all.
- Contract end dates and auto-renewals live in a document, not in the billing system.
- Credits and pro-rata adjustments are worked out by hand each time.
Signals it is costing more than anyone has measured.
- You have found an invoice that should have been raised for months and wasn't.
- Annual price increases are applied late, or inconsistently across customers.
- Overage or out-of-scope work gets absorbed rather than billed.
- Nobody can state total contracted recurring revenue without building a spreadsheet.
- A customer has been on an expired rate for longer than anyone would like to admit.
What it becomes.
The contract becomes the source of truth and the billing follows it. Terms are captured once — rate, frequency, uplift basis, inclusions, overage rates, notice periods — and every cycle is generated from those terms rather than from a list someone maintains. Indexation and contracted increases apply on their own date. Usage is metered from the operational system, so overage is billed as a matter of course rather than as a conversation. Pro-rata, credits, upgrades and cancellations are computed by rule. What this really buys is not efficiency, it is revenue integrity: the small, quiet leaks — unapplied uplifts, unbilled extras, an expired rate nobody caught — are precisely the ones a manual process cannot see, and they compound.
What the system does
- Contract terms captured once and applied automatically every cycle
- Scheduled uplifts and indexation, applied on time without a reminder
- Usage metered from operational data, with overage billed automatically
- Rule-based pro-rata, credits, upgrades and cancellations
- Live contracted recurring revenue, renewal calendar and notice-period alerts
What it connects to
- Accounting, so invoices and revenue recognition post correctly
- The operational system that generates the usage
- Payment processing and collections
- CRM, so renewals and upsells are visible to the account owner in time to act
It augments the systems of record you already run. Nobody is asking you to replace your accounting package.
Where we would start, and how long it takes.
One contract type billed automatically, with uplifts and the renewal calendar, in about a week. The reconciliation against the last few months of manual invoicing is where the missed revenue tends to surface.
Others in finance
The month-end that eats a week
“You close the books accurately. It just takes until the 12th.”
Job costing & marginThe job you discovered was unprofitable in hindsight
“You know the revenue per job. You're estimating the cost.”
Time capture & payroll prepThe timesheet that arrives as a photo of a piece of paper
“Payroll week is a manual reconciliation exercise, every week.”
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