AI Client Director

Learns your expertise and follows enquiries through quotes and negotiations to closing the deal. For specialist businesses with high-value sales, worldwide.

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n8n automation

Let the system handle repetitive daily workflows. Hong Kong only.

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Prepare customer statements

Show each customer's monthly invoices, payments and balance

  1. 01Group monthly transactions by customer
  2. 02Total invoices, payments and balances
  3. 03Pass to the person in charge to check
Ideal for
Firms whose customers have several invoices a month to reconcile
You provide
The month's invoices and payments, opening balances, and your final check

Setup from HK$12,800Monthly fee from HK$1,800

Each additional service: setup from HK$4,800, monthly +HK$750

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Demo: Prepare customer statements
Sample data · Click to enlarge

Prepare customer statements

Demo: Prepare customer statements