How SpectraMind AI Helped a Travel Company Automate Invoicing

The Client:

A travel company based in the US.

The Challenge:

The founder was struggling with a highly manual and time-consuming invoicing process. They had to manually generate and send invoices, which was a significant drain on their time and created a bottleneck in their financial operations. This process was taking 2 hours daily, which was a major barrier to scaling the business.

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The Solution:

SpectraMind AI implemented an ARC to Zoho Books API integration to automate the invoicing workflow. This solution eliminated the need for manual invoice creation and sending, allowing the company to process invoices instantly. The automation was designed to:

  • Trigger an automation as soon as a booking was confirmed in their internal system (ARC).
  • Automatically generate an invoice in Zoho Books using the booking details.
  • Automate tax calculations to ensure accuracy and compliance.
  • Send the invoice to the client without any manual intervention.

The entire solution was deployed in just 3 weeks.

Tech Stack Used:

The automation was built using ARC, Zoho Books API, and Zapier.

The Results:

The automation delivered a massive improvement in the company’s financial operations, saving valuable time and ensuring a smoother workflow.

  • Time Saved: The manual invoicing time was reduced from 2 hours daily to just 10 minutes daily, resulting in a 90% saving in invoicing time.
  • Accuracy: The automated process ensured that invoices were super accurate, which was a major relief for the founder.
  • Business Impact: The founder was able to free up a significant amount of their time to focus on growing the business and serving clients.

“Super accurate now.”

Founder & CEO, Travel Company
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