Invoices matched and chased without a spreadsheet

Juniper is a nine-person interior design studio. Every project creates a pile of supplier invoices, so they switched on the paperwork an ops agent that files, matches and chases.

Juniper Studio

Design studio

Ops agent

Live since February 2025

The problem

Priya spent two days at the end of each month matching supplier invoices to projects in a spreadsheet.

Inbox

Before the agent

Mill Oats

INV-2051 · $1,240

Paper Co.

INV-2052 · $380

Fresh Farm

INV-2053 · $200 over

Needs a person

Lumen Lights

Receipt photo, no PO

Oak & Iron

INV-2055 · $4,800

Needs a person

Studio Supply

Statement for October

Tile House

INV-2057 · $960

+ dozens more like these

Receipts everywhere

Invoices arrived by email, post and photo, and none of them matched the project codes.

Month end took two days

Matching, chasing and filing ate Priya's last week of every month.

Late payments slipped

Nobody noticed an unpaid client invoice until it was 60 days late.

How it runs

One ops agent with Juniper's project codes and limits. Here's how it handles a new invoice.

Invoice arrives

Fresh Farm · INV-2053 · $1,200

Invoice arrives

Fresh Farm · INV-2053 · $1,200

Reads and files

Saved to QuickBooks under the right supplier

Reads and files

Saved to QuickBooks under the right supplier

Matches the PO

Checks it against PO 2210 for the Alder project

Matches the PO

Checks it against PO 2210 for the Alder project

Flags the odd one

$200 over the PO · asks Priya before filing

Flags the odd one

$200 over the PO · asks Priya before filing

Sends the summary

One page every Friday with what's paid and what's late

Sends the summary

One page every Friday with what's paid and what's late

Before and after

Three parts of the week, side by side: how they ran before the agent, and how they run now.

Month end

Before the agent

Two days of matching in a spreadsheet

With the agent

A one-page summary every Friday

Month end

Before the agent

Two days of matching in a spreadsheet

With the agent

A one-page summary every Friday

New invoices

Before the agent

Filed whenever someone had time

With the agent

Filed and matched within the hour

New invoices

Before the agent

Filed whenever someone had time

With the agent

Filed and matched within the hour

Late payments

Before the agent

Noticed at 60 days

With the agent

A kind reminder at 7, 14 and 30 days

Late payments

Before the agent

Noticed at 60 days

With the agent

A kind reminder at 7, 14 and 30 days

In the owner’s words

What the owner told us a few months in, with the two numbers that changed most.

Priya Nair

Studio manager, Juniper Studio

“Month end used to take me two days. Now the ops agent has it matched before I ask, and it only bothers me about the ones that look wrong.”

1,300

documents filed a month

2 days

back every month

Next story

Another small team, another week that got lighter.

Northwind Bikes

 · Three agents

Repairs booked, parts ordered, customers updated

All three agents share one inbox: booking repairs, ordering parts and texting customers when bikes are ready.

Want a week like this?

A free 30-minute demo. Tell us what fills your week, and we'll show you which agent would take it off.

Want a week like this?

A free 30-minute demo. Tell us what fills your week, and we'll show you which agent would take it off.

Want a week like this?

A free 30-minute demo. Tell us what fills your week, and we'll show you which agent would take it off.

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