Billing & finance
Three employee workbooks became three one-page invoice drafts with quantities, rates, totals, work orders, and page counts checked before review.
Goes in
Three completed-job workbooks, rates, and prior examples
Mac does
Reconciles source rows and prepares one-page draft PDFs
You decide
The owner decides three uncertain billing items
Comes out
Three checked invoice drafts
The job
The billing process started with employee spreadsheets and ended with someone rebuilding the invoice by hand.
DOBE compared the three workbooks with the contract rate sheet and four prior invoice-and-workbook examples.
How it worked
What came out
The proof separates supported billing facts from questions that still need the owner.
All three PDFs passed the documented checks and the reviewed package was delivered. The sent attachments were later matched byte-for-byte to the verified local PDFs.
Start with your job
Bring one redacted workbook and the output you expect. DOBE can map the checks, the approval line, and the smallest useful first build.
Next examples
Billing & finance
Guarded support pilot
A manual-ready invoice workflow with customer checks, owner review, and approval-gated accounting actions.
Goes in
Selected invoice inputs and the intended customer and job
Comes out
A manual-ready invoice review packet
Connected and manual-ready; live invoice actions remain off.
Billing & finance
Verified owner-test proof
A protected owner test handled every row and returned clear owner and accountant review queues without bank or accounting access.
Goes in
One spreadsheet with 560 transaction rows
Comes out
One validated two-sheet review workbook
Protected owner test, not a client production run.
Customer & sales
Verified client system
A dedicated AI MacBook turns years of order history into a small, review-ready follow-up queue.
395+
client drafts tracked
Goes in
Approved customer and invoice exports
Comes out
A small, review-ready Gmail queue
Installed and checked with real business records.