The Challenge
The firm’s core invoicing bottleneck was rooted in communication breakdowns between its sales consultants and finance staff.
Consultants, focused on delivering placements, often delayed or inaccurately supplied the information needed to raise invoices. This delay not only frustrated the finance team but also had a tangible business impact: invoices weren’t sent out on time, and debtor days were creeping up significantly, reaching 66 days in some instances.
The invoicing process was further complicated by regional differences in requirements across the US, UK, and EU entities, and inconsistent use of the CRM (Bullhorn) as the system of record.
100%
Successful Invoices
The combination of field validation and historical checks ensured no duplicates or incorrect entries were created.
47
Days Saved
With instant invoice generation and accurate, verified data, clients were invoiced faster, and payment timelines improved dramatically
70%
Time Saving
The finance team no longer had to chase consultants or manually construct invoice data while also saving the sales teams’ time.
“Zeelee’s system has completely transformed how we manage invoicing. It’s faster, more accurate, and our consultants love that they don’t have to duplicate effort. The ROI was visible within weeks.”
The Process
The project began with a discovery phase where Zeelee mapped out existing invoicing workflows and identified inconsistencies in data handling.
Conclusion
Zeelee’s automation solution did more than just fix a broken invoicing process, it helped unite sales and finance teams under a shared, streamlined workflow. By eliminating manual bottlenecks and ensuring data consistency across Bullhorn and Xero, the business now operates with greater accuracy, efficiency, and visibility.
Driving Lasting Value Through Integration
The project showcases the power of combining AI-driven automation with CRM and finance system integrations. By understanding the client’s existing tools and processes, Zeelee delivered a solution that added value without disrupting daily operations, and proved its worth within weeks of launch.
A Model for Scalable Efficiency
This case study demonstrates what’s possible when automation is tailored to real business challenges. With measurable improvements in debtor days, error rates, and staff workload, the system has become a blueprint for future automation initiatives within the firm.
