Automate the Admin. Focus on Growth.

Put your billing, reminders, alerts, and reporting on autopilot—so you can get more done with fewer errors and less manual work.

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What It Does:

Create rules to trigger actions across the system—like sending invoices, following up on unpaid bills, or emailing reports.

 

Benefits:

  • Custom workflows per client, plan, or department

  • Auto-alerts for failed payments or credit limits

  • Timed email or SMS reminders

  • Zero code required—just toggle and go

  • Saves hours of manual follow-up every week


Who It Helps:

  • Admin Teams: Set workflows once and relax

  • Finance: Auto-notify clients or export reports

  • Sales: Kick off billing after closing deals

  • Support: Trigger actions when usage limits are hit

  • Execs: Monitor performance without digging through data

Build Your First Workflow
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