
Sales Process Mapping & Invoicing Automation
Challenge:
A global recruiter with a UK HQ needed a unified invoicing process that worked across US, EU, and UK regions. Manual processes led to inconsistent templates, currency mismatches, and VAT compliance issues.
Solution:
We mapped the full invoicing workflow, from sales team input through to finance, identifying automation opportunities at each stage. We added custom fields in Bullhorn that allowed consultants to easily (and simply) flag the correct invoicing parameters (template, tax position, territory) at the point of deal closure. This ensured the right invoice was automatically generated every time.
To reduce risk and ensure adoption, we rolled out a “human-in-the-loop” approach: finance reviewed draft invoices before automation was extended to full live delivery. The system was securely integrated with Xero, and the team was trained throughout for seamless adoption.
Impact:
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Reduced invoicing turnaround from days to minutes
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Ensured global VAT and template compliance
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Improved collaboration between sales and finance
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Scalable automation with human oversight at each stage
project milestones
Bullhorn
Duis sed ullamcorper metus ipsum at eros interdum.
Xero
Duis sed ullamcorper metus ipsum at eros interdum.
brief description
A scaling staffing agency was losing valuable time and cash flow due to delays in their invoicing process. With a manual handoff between Bullhorn, spreadsheets, and finance systems, it often took nearly a week to raise invoices.
client
Global Recruiter
project budget
£10k
date started
2025