Categories / Invoicing/Collections/Cash Flow

Nightly ChatGPT jobs reconcile orders and draft invoices

Business

Small company (owner-run back office)

Task

Nightly scheduled prompts pull completed orders, check them against the CRM, create draft invoices in accounting, log deals in Google Sheets; file NDAs into CRM folders; ordered laptops for staff

Result

Jobs handle work equal to three people; about 20 such jobs active; wrote 1,400 lines of commission-calculation code

Tools

• ChatGPT scheduled tasks
• CRM
• accounting system
• Google Sheets

Setup

1. User reviews draft invoices
2. had to remind it to save receipts

Source

x.com ↗

Specifics rating

med specifics high = concrete numbers/quotes; med = partial; low = qualitative

Results as reported by the source; not independently verified.