Saves time
How it runs.
- 1A bill arrivesEmailed to your accounts inbox, forwarded, or a receipt photographed and sent to Slack.
- 2It's readSupplier, ABN, date, amounts, GST and line items.
- 3Coded like last timeMatched to the supplier's usual account, tracking category or job.
- 4A draft bill in XeroWith the PDF attached, waiting for approval.
- 5Odd ones flaggedPossible duplicates, a price jump or a new supplier are posted in Slack.
What waits for your yes: Bills are created as drafts. Nothing is approved or paid without a person.
#ridgeway-builders · 8:02am
Five bills from the accounts inbox are drafted in Xero:
Runs in the tools
you already use.
Each one is connected through your own account, with only the access this workflow needs.
XeroDraft bills, suppliers and tracking
MYOBThe same, for MYOB businesses
Google WorkspaceThe accounts inbox and Drive
Microsoft 365Or an Outlook accounts inboxTools Feltlab works with, not partners or endorsements.
Who it's for.
Each industry page lists the tools, the other workflows and where most businesses start.
Trades
Quotes drafted. Invoices chased. Bills filed.
Quotes drafted from site notes, overdue invoices chased, supplier bills filed in Xero and missed calls answered. Admin automation for electricians, plumbers, aircon and roofing businesses in Australia.
See the workflows
Builders and renovators
Supplier bills filed. Clients updated. A Monday job brief.
Progress claims and variations drafted, supplier invoices filed in Xero, subcontractor paperwork tracked and clients kept up to date. Admin automation for small building companies in Australia.
See the workflows
Accountants and bookkeepers
Documents chased. Emails answered. A Monday WIP brief.
Client documents chased before BAS and tax time, inboxes triaged with drafted replies, lodgement deadlines tracked and new clients onboarded. Practice automation for accounting and bookkeeping firms in Australia.
See the workflows
Two ways to start.
Both are monthly, with nothing up front and no lock-in. Prices exclude GST.
Included in Starter for Xero and Google Workspace.
Starter
Where most start$500 + GST a month
Your industry's workflows, ready to switch on.
- Your agent in a private Slack channel
- Workflows preconfigured for your industry
- Connect your systems
- Support by message
Managed
$5,000 + GST a month
New workflows built and looked after for you.
- Everything in Starter
- New workflows built to your process
- Monitored and fixed if anything breaks
- Priority support and a monthly review
Get things built on Managed, then drop back to Starter when you don't need all hands on deck. What's built keeps running.
Your own private server
Your automations run on a server set up for your business alone, never shared with another client.
Only what a step needs
Your records stay on your server. When a step needs AI, only the information for that step is sent.
Never used to train AI
AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.
You approve what matters
Money, bookings and messages to customers wait for a yes from you or your team.
Every action logged
A plain-English record of everything it read, wrote and sent, so you can always check what happened.
Ring-fenced AI keys
Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.
Questions
How is this different from Dext or Hubdoc?
Those tools capture bills well. This workflow also codes each bill against the right job, catches duplicates and tells you about odd ones in Slack, and it runs alongside the rest of your admin from the same channel.
Will it approve or pay bills?
No. Bills are drafted for a person to approve, and payments stay with you.
Does it handle GST?
GST is read from each invoice and checked against the total. Anything that doesn't add up is flagged.
More workflows.
Let's find your busywork.
Start with a free 15-minute call. If there's a fit, your agent can be running within days.
Jason Corbett, founder
Your one contact from first call to launch.