Monthly & Weekly Invoices Automation
Automated invoice generation and distribution to 300+ facilities
The problem
Generating and distributing invoices to 300+ hospital facilities was a massive manual effort: three staff spent five full days each cycle formatting, attaching and emailing ~500 invoices, and clients did not receive them until the 10th of the month.
What we built
Automated the full invoice lifecycle: refresh, export, formatting with mapped recipients, subject lines, bodies and attachments. Monthly invoices now dispatch on the 1st of every month, with weekly runs every Monday for clients on a weekly cadence, across 300+ facilities.
Workflow & Process Automation — architecture sketch
Results
- 10+ months in production without a failed cycle
- From 5 days of work by 3 staff to zero manual touches
- Invoices arrive on the 1st instead of the 10th — nine days earlier every month
- ~500 invoices/month across 300+ facilities, plus Monday runs for weekly clients
¹ How we measured: Measured from production email logs over 10+ months of live operation: ~500 invoices generated, formatted and emailed per cycle across 300+ hospital facilities. Previously three staff spent five days per cycle, with dispatch completing by the 10th; the automated runs dispatch on the 1st (monthly) and Mondays (weekly clients).
See it
Stack
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