Invoice Automation for Trailer Leasing Business
Self-managing invoice collection system with daily reminders that increased payment frequency by 40% for trailer leasing operations.
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Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Freed 80% of accountant time from manual invoice creation to just automation oversight only
Strategic Impact
Process automation success demonstrates the transformation from manual, error-prone operations to intelligent, self-managing systems that scale with business growth.
Key Factor
Workflow Intelligence
Business Value
Scalable operations with reduced manual oversight
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
EclipseGroup, a truck and trailer leasing company, faced manual invoice management consuming 80% of accountant time and 50% of manager time. With 60+ drivers requiring weekly payments throughout lease and buyout periods, accountants manually created every invoice while managers tracked due dates and chased payments. Manual data entry led to errors in amounts, recipients, due dates, and payment details, causing collection delays and cash flow issues.
Solution Points
Implemented Monday.com CRM to replace Google Sheets for comprehensive lease tracking
Built automated Stripe invoice generation triggered by CRM status changes and payment schedules
Created weekly automated invoicing for 60+ drivers based on lease terms and payment cycles
Developed daily automated reminder system for unpaid invoices sent directly to drivers
Integrated payment status monitoring with automatic CRM updates when payments received
Built BestPass integration for additional trucking-specific charges and fees
Implemented Make.com workflows connecting Monday, Stripe, and Google Sheets for seamless data flow
Created automated collection process eliminating manual payment chasing by managers
“Invoice management used to consume most of our team's time - accountants manually creating every weekly invoice for 60+ drivers, and managers constantly chasing payments. Now our accountants just verify that automation worked correctly and money came in. The automatic daily reminders mean drivers actually pay on time, which has been our biggest collection challenge solved.”
Uliana Pak
CFO at EclipseGroup
Technical Deep Dive
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