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Over 15 hours a week back from quote, invoice and Xero admin
AI workflows that follow up quotes, chase overdue invoices and reconcile Xero by service gave the owner of a Llanelli cleaning company over 15 hours a week back.
- Cleaning services
- Agent Deployments
Where the business was
Sparkles Cleaning Services is a cleaning company in Llanelli, Carmarthenshire. Chasing quotes and overdue invoices took the owner 12 hours a week, and matching payments in Xero took another 4 to 5.
What needed to change
Follow up quotes with no reply, chase invoices past their due date, and reconcile each payment in Xero with the service it paid for.
The work · Quotes, invoices and Xero

Quotes, invoices and XeroSparkles invoices and Xero: the agent reads the bank feed, matches payments by cleaning service in Xero, finds an overdue invoice and drafts a reminder for the owner to approve
The work we delivered
Three AI workflows in custom code read quotes and invoices from the Sparkles CRM, send follow-ups and reminders by email and WhatsApp on a fixed schedule, and reconcile payments from the Xero bank feed, tagged by service.
What changed
The owner's time on this work went to about 45 minutes a week of checking. Quotes answered rose to 75%, and overdue invoices average 4 to 6 days past their due date.
Service
Agent DeploymentsAI agents that carry out agreed steps across your tools, with a named person approving their work.
Explore the serviceMore work
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