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Workflow

Understand the Money

See your unpaid invoices, cash flow, and margins clearly, and chase what you're owed.

The business problem

Invoices are overdue and nobody's chasing them. You feel your cash position instead of seeing it. Pricing is a guess.

The risk: Slow cash and fuzzy margins quietly starve an otherwise healthy business.

How the workflow runs

  1. 1Invoice Follow Up Assistant, Drafts firm, friendly payment reminders so overdue invoices get chased on schedule.
  2. 2Pricing & Margin Calculator, Organizes your costs and prices into a clear margin view with options to consider.
  3. 3Cash Flow Review Assistant, Turns your inflows and outflows into a plain summary you can actually read.

What you provide

  • Invoice details and payment terms
  • Your costs and current prices
  • Inflows and outflows for the period

What you receive

  • Ready to send payment reminders
  • A margin analysis with options laid out
  • An organized cash flow summary

You stay in control. This is administration and analysis support, not financial advice. Tax, accounting, and investment questions are pointed to a qualified professional.

The assistants in this workflow

Each one has a narrow job and produces finished work. All powered by your Business Profile.

Money Administration10 to 15 min per reminder

Invoice Follow Up Assistant

Unpaid invoices sit too long and slow your cash flow, and chasing them is awkward.

You get

A firm but friendly payment reminder that gets invoices paid without burning the relationship.

Example: An electrician reminding a customer about an overdue panel job invoice

See how it works
Money Administration20 to 40 min per review

Pricing & Margin Calculator

Your pricing and margins are unclear, so you can't tell which jobs actually make money.

You get

A clear margin breakdown and pricing options laid out for you to decide on.

Example: A pressure washing business checking the margin on its house wash package

See how it works
Money Administration30 to 60 min per review

Cash Flow Review Assistant

You feel your cash flow rather than see it, there's no simple day to day picture.

You get

An organized summary of money in and out, so you can see where you stand.

Example: A pet grooming salon organizing a slow month of income and expenses

See how it works
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Ready to handle "understand the money"?

Set up your business once, then run this workflow whenever you need it.

Try one assistant free