Automated Weekly Factoring Submission
Weekly automated factoring submission replacing half-day manual process with automatic invoice collection, report generation, and email delivery.
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Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Eliminated half working day weekly for accounting team completely
Strategic Impact
Eliminating half a working day weekly for the accounting team translates to 20+ hours monthly of skilled labor redirected from tedious manual work to strategic financial analysis and business development activities.
Business Value
High-value accounting expertise shifted from administrative drudgery to strategic value creation, improving both team satisfaction and business intelligence.
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
LaneWise's accounting team prepared weekly factoring submissions by collecting invoices, aggregating totals, formatting spreadsheets, and sending emails with attachments.
The goal was to automate data aggregation (from a CRM already synced with QuickBooks), template preparation, and delivery to minimize manual steps and avoid missing items.
Solution Points
Built automated weekly trigger collecting all eligible invoices from Monday CRM for factoring submission
Created automatic invoice data formatting with detailed breakdown: invoice number, date, amount, customer name, ID
Developed automated Google Sheets generation with standardized factoring report format
Implemented automatic email composition and delivery to factoring company with invoice attachments
Built Google Drive folder organization with automatic invoice storage and shared access links
Created Telegram and Slack notifications showing submission summary: total amount, invoice count, and period covered
Integrated with existing Monday-QuickBooks sync ensuring all invoice data accuracy for factoring
Eliminated manual calculation and data entry errors through automated aggregation
“Every week our accountant spent half a day collecting invoices, creating spreadsheets, emailing our factoring company. Tedious work prone to errors—sometimes missing invoices or calculation mistakes. Now everything happens automatically. We get Telegram and Slack notifications, and our factoring company gets perfectly formatted submissions.”
Alexandra Shafran
Co-CEO at LaneWise
Technical Deep Dive
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