Invoice chasing
Bring overdue items, reminder drafts and promises to pay into one view. Nothing is sent. Disputed and payment-plan customers are excluded.
Stays human: calls, payment plans, escalation and legal decisions.
Ask for a walkthroughThese are SAMPLE workflows using made-up or sanitised example data. They are not real client work, performance claims or live business systems.
Bring overdue items, reminder drafts and promises to pay into one view. Nothing is sent. Disputed and payment-plan customers are excluded.
Stays human: calls, payment plans, escalation and legal decisions.
Ask for a walkthroughSee assigned vehicles, service reminders and renewal work in a clear fleet view.
Stays human: agreeing booking dates, lease renewals and payments. No auto-booking.
Ask for a walkthroughExplore fleet hire, invoice chasing, timesheets and supplier orders together. The sample processes are marked partial overall.
Stays human: approvals and exceptions identified for each process.
Ask for a walkthroughRoutine steps that could be automated within an agreed scope.
Some steps can be automated, but a person still checks, decides or approves.
Judgement, sensitive decisions and approving the movement of money.
The public click-through demos currently need a Cursor login, so they are not linked here. Request a free demo and we will walk you through the samples privately.