For controllers and finance leads
Bill what you delivered, when you delivered it
Revenue slips when deliveries never make it onto an invoice, and cash waits when invoices bounce back from your customers' AP teams. duebird drafts invoices from the paperwork as it arrives, and every number shows where it came from.
Work you can bill now3 drafts
Harbourline Foods$124.80
Meridian Property Group$760.50
Ridgeway Builders$4,000.00
Your month
What changes
Illustration, not customer data
TodayWith duebird
Invoices go out in a batch at month end, from memory and email searches.Drafts appear as deliveries and completed work come in, so invoicing keeps pace with the work.
You find out a delivery was never billed when the customer's statement doesn't match.Work that's been delivered but not billed is a list you can see, not a surprise.
Invoices come back for a missing PO number or a missing signed work order.Invoices carry each customer's PO, job reference and backup before they're approved.
The rules for each customer live with one person on the team.Customer rules are written on the customer's record, and duebird follows them.
Cash application waits until someone works out what a wire was for.Remittances are read and matched, with short payments and discounts named.
Questions you'll have
What controllers ask us first
Who approves what goes out?
You decide. Invoices go to the approver you name, by customer or by default. An approver can send one back with a reason. Nothing is emailed until a person presses Send.
Can I see why a number is on an invoice?
Every line shows the document it came from: the PO line, the delivery note, the contract. If a unit was converted, the line shows the quantity as shipped, the conversion and the quantity billed.
Does the AI decide prices or totals?
No. Prices come from your price lists, contracts and the customer's PO. Totals and tax are calculated. When a PO price disagrees with your saved price, someone on your team chooses.
How does it work with QuickBooks Online?
QuickBooks stays your books. duebird brings in your customers and items, and posts approved invoices and credit notes. Before a post, you see exactly what it will create.
What about sales tax?
duebird works out Canadian GST, HST, PST and QST and US state tax per line, from where the work was delivered and where you're registered, and states the reason on the invoice.
Is there an audit trail?
Each invoice, order and payment keeps its history: what changed, from what to what, who did it, and whether it came from a person or an accepted suggestion.
We have more than one legal entity.
Each company has its own customers, catalog, invoice numbering and accounting connection, under one account.
Before you hire
Before you add another person to billing
If invoicing is falling behind because there's more paperwork, the usual answer is another hire to retype it. duebird is meant to be the other option: your current team reviews and approves, and the copying is done for them.
30 minutes, your paperwork
Show us your month-end
Bring a few invoices that took too long or came back. We'll show you how duebird would have drafted them.