Join approvals, completion evidence, invoices and supplier credits so eligible amounts reach review, billing and reconciliation.
A site variation is approved and finished, but its evidence never reaches the person preparing the next claim.
Match source evidence, contract or campaign terms, previous claims and credit notes. Never infer approval from a message mentioning work, or count the same amount twice.
Connect to existing systems where their APIs and permissions allow. Rules, approvals, reconciliation and recovery are agreed before any production write. AI may extract or classify; validated business rules control consequential actions.
Illustrative rules and records. This demonstration does not connect to your systems or claim a measured client result.
Keep identified, approved, invoiced and collected amounts separate. Deduct credits, disputes and recovery costs. Recovered cash is separate from this labour estimate.
Capture a representative baseline, including difficult cases. Compare the same work mix after release and count review, rework and upkeep. Agree a measurement period that fits your volume.
The decisions and evidence to settle before a production rollout.
No. Keep completed work, claim eligibility, invoice preparation, invoice issuance and cash receipt as separate states. An invoice may be disputed, unpaid or outside the permitted claim terms. Report cash collected separately from potential claims and administrative capacity released.
Match the return, original purchase, quantities, reason and supplier terms. A valid evidence pack can prepare an eligible claim or a task for the authorised team. Do not assume a return is accepted or a credit is owed until the required confirmation exists; partial credits and disputes remain explicit.
Use sanitised examples of completed but unbilled work, a relevant contract or order, and the evidence needed for approval. Agree the eligibility rule, claim owner and a finish that can be checked. Pilot a bounded set and measure accepted claims and cash receipt over an appropriate period.
Choose one revenue or credit stream. Start with a reconciled review queue; leave disputed eligibility and financial posting with an authorised approver.
We first check what your current software already supports. Where it fits, n8n can coordinate steps alongside native integrations and custom code. You do not need to choose the technology before describing the problem.
The scope identifies data access, credentials, approvals, monitoring, failed-action recovery, hosting, licence costs and who maintains the system. Handover covers the agreed workflow definitions, code, operating notes and access. Customer-controlled infrastructure can be considered where appropriate.
n8n has cloud and self-hosted options; some team and governance features require a paid plan. The appropriate edition and responsibilities are confirmed during scoping. n8n deployment options.
