Invoice and payment reminder automation without constant chasing
Ledger supports invoice preparation, approval and respectful payment follow-up, giving teams clearer visibility while keeping exceptions and sensitive conversations with the right person.
Ledger keeps invoice preparation, approval and payment follow-up moving in a controlled rhythm.
Ledger supports invoice preparation from approved job information, routes drafts for approval, records status and prepares respectful reminders at the agreed intervals.
People remain responsible for rates, tax treatment, corrections, disputes, payment plans, bank details and relationship-sensitive escalation. Unusual instructions are stopped for verification rather than pushed through automatically.
To see where billing fits after enquiries, proposals and delivery, compare Ledger with the other AI automation modules.
- Draft invoices prepared from approved completion information
- Named approval before an invoice or correction is released
- Consistent reminder cadence with stop and pause rules
- Disputes and relationship-sensitive cases routed to people
- Invoice status and exceptional cases kept visible
What Ledger handles, what stays with your team
Ledger handles repeatable billing preparation and follow-up. Your team keeps control of commercial, accounting, fraud-sensitive and relationship decisions.
Controlled billing preparation
Approved completion details are assembled into a draft invoice and routed to the authorised person before release.
Human-owned exceptions
Corrections, disputes, payment plans, bank-detail changes and sensitive conversations pause the routine flow for review.
Proof you can measure
Track job-to-invoice time, approval queues, manual chasers, overdue invoices and how long exceptions remain unresolved.
See The Rhythm In Action
Click each stage to see what happens, which module helps and how you stay in control.
Invoice Trigger
Scenario
A job is complete and billing needs to start quickly.
Ledger does
Creates the draft invoice from your approved structure.
Control
Draft first where appropriate.
Channel
Connected email inbox, portal
Choose Your Ledger Package
Two ways to start with Ledger. Choose a lean setup for sole traders and startups or a structured setup for teams that need billing rhythm and stronger cashflow visibility.
Sole Traders And Startups
- Faster invoice turnaround
- Less payment chasing
- Clear payment status
- Lower evening admin load
- Scale up when ready
Small And Medium Business
- Team wide billing consistency
- Clear ownership and approvals
- Structured reminder cadence
- Stronger cashflow visibility
- Reporting and audit ready
Step 01
Billing and exception mapping
We map invoice triggers, approved data, sign-off roles, reminder timing, stop rules and dispute ownership.
Step 02
Build the controlled flow
We configure draft invoices, approvals, status checks, reminder wording and fraud-sensitive verification routes.
Step 03
Pilot with real invoice types
Your team reviews selected cases and learns how to approve, correct, pause and escalate the workflow.
Step 04
Measure and refine
We review turnaround, approval queues, reminder outcomes and exceptions before extending automation.
Tailored Ledger Solutions for Practical Teams.
Ledger fit and control plan
Define invoice types, approvals, reminder cadence, pause rules, exception ownership and pilot measures.
Start with discovery
Ledger plus Score billing visibility
Keep invoice status, approvals, overdue cases and support handoffs visible without automating financial judgement.
See connected module
Ledger review and optimisation
Refine approval timing, reminder wording, dispute handling and handoffs using agreed operational evidence.
Explore AI Automation
Everything is implemented for you after successful consultation.
Use our detailed guide to automate invoice reminders without harming client relationships.
Talk to Ostina now
Ledger
questions before
you start.
Need a quick answer?
03300 244 940Ledger supports invoice preparation, approval, status checking and respectful payment reminders while keeping disputes, corrections and sensitive decisions with people.
It can begin in draft-first mode so authorised people approve invoices and reminders. Any later automation is limited to agreed conditions and exception rules.
The reminder sequence pauses and the case is assigned to the right person with the invoice history and customer context visible.
Bank-detail changes, unusual payment instructions and suspicious messages are never treated as routine. They are held for human verification through an agreed separate channel.
Track job-to-invoice time, invoices waiting for approval, manual chasers, overdue balances and the age of disputed or exceptional cases.
Ready to see how Ledger can support your team?
