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Finance & Accounting · Car Hauling

Automated Weekly Factoring Submission

Weekly automated factoring submission replacing half-day manual process with automatic invoice collection, report generation, and email delivery.

LaneWise · State College, PA, USA
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The change

From manual to automatic

One change at a time — swipe through the four.

  1. 01 / 04
    By hand

    Invoices collected by hand

    Every eligible invoice was opened and copied across, one at a time.

    Automatically

    Pulled from Monday CRM

    A weekly trigger gathers them from the CRM, validated against QuickBooks.

  2. 02 / 04
    By hand

    Totals built in spreadsheets

    Numbers were re-keyed and formatted into a factoring sheet every week.

    Automatically

    Report generated automatically

    A standardized Google Sheet is produced with the right format and math.

  3. 03 / 04
    By hand

    Emails sent one by one

    The factoring company was emailed by hand with the attachments each time.

    Automatically

    Submitted on schedule

    The email composes and sends on schedule, every invoice attached.

  4. 04 / 04
    By hand

    Missed invoices, calc errors

    Mistakes and omissions slipped through the manual aggregation.

    Automatically

    Zero manual errors

    Aggregation is automated end-to-end — nothing dropped, nothing miscounted.

What we shipped

Inside the build

Built automated weekly trigger collecting all eligible invoices from Monday CRM for factoring submission

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Created automatic invoice data formatting with detailed breakdown: invoice number, date, amount, customer name, ID

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Developed automated Google Sheets generation with standardized factoring report format

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Implemented automatic email composition and delivery to factoring company with invoice attachments

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Built Google Drive folder organization with automatic invoice storage and shared access links

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Created Telegram and Slack notifications showing submission summary: total amount, invoice count, and period covered

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Integrated with existing Monday-QuickBooks sync ensuring all invoice data accuracy for factoring

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram

Eliminated manual calculation and data entry errors through automated aggregation

MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegram
Results

Measurable results

Swipe the metrics — each one with what it changed in the business, and why it mattered.

  • Time Liberation

    Eliminated half working day weekly for accounting team completely

    High-value accounting expertise shifted from administrative drudgery to strategic value creation, improving both team satisfaction and business intelligence.

  • Process Reliability

    Automated weekly factoring submissions with zero manual intervention required

    Perfect weekly execution ensures consistent cash flow timing while strengthening relationships with factoring partners through reliable, professional submissions.

  • Professional Credibility

    Eliminated calculation errors and missing invoices from factoring submissions

    Flawless submissions demonstrate operational excellence to factoring partners, potentially reducing fees and improving credit terms through enhanced trustworthiness.

  • Cash Flow Velocity

    Faster factoring company processing due to consistent, standardized report format

    Accelerated factoring processing improves working capital by $50K+ monthly, reducing financing costs and enabling faster operational decision-making.

  • Financial Transparency

    Instant Telegram notifications: "(485MoversInc) Factoring was sent, 7 invoices for the amount of $8150"

    Real-time factoring visibility enables proactive cash flow management and provides management with immediate insights into weekly revenue collection.

  • Document Control

    Automated Google Drive organization with shared folder access for factoring company

    Professional document organization reduces search time, improves audit readiness, and demonstrates operational sophistication to financial partners.

Stack

Built on what they already ran

No rip-and-replace, no new SaaS to buy — we connected the tools already in the building.

Runs on
MondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegramSlackQuickBooksMondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegramSlackQuickBooksMondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegramSlackQuickBooksMondayMakeGoogle SheetsGoogle DriveGoogle DocsTelegramSlackQuickBooks
Works equally with
Zapiern8nBoxDropboxHubSpotPipedriveZohoZapiern8nBoxDropboxHubSpotPipedriveZohoZapiern8nBoxDropboxHubSpotPipedriveZohoZapiern8nBoxDropboxHubSpotPipedriveZoho
Reviews

In the client's own words

Every week our accountant spent half a day collecting invoices, creating spreadsheets, emailing our factoring company. Tedious work prone to errors—sometimes missing invoices or calculation mistakes. Now everything happens automatically. We get Telegram and Slack notifications, and our factoring company gets perfectly formatted submissions.

Alexandra Shafran — Co-CEO at LaneWise

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