Invoice automation for Stackmint
Invoices generated from project data, sent and reconciled automatically in Xero. A case study by Omar Farouk, Automation Specialist (Make, Zapier, n8n).
Challenge
The finance manager of Stackmint, a project management SaaS, spent the first three days of every month creating invoices from timesheets and chasing payments.
Solution
I connected their project tool, Xero and email: invoices are drafted from approved hours, reviewed in one click, sent automatically, and payment reminders go out on a schedule.