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Finance & Admin Automation

Finance & Admin Automation

💰 Automate Your Finance & Admin — Accurately, Effortlessly

Behind every great business is a pile of admin. But that doesn’t mean you should be doing it manually.

At Jay Automates, we build AI-powered finance and admin systems that handle your back-office tasks with speed, precision, and zero micromanagement.


💡 Why Automate Finance & Admin?

Manual admin is expensive, error-prone, and time-consuming.
We replace repetitive tasks like invoicing, payment logging, and team coordination with smart automations that run around the clock.

Whether you’re managing deals, clients, or recurring payments, we make sure nothing falls through the cracks.


🧾 What We Automate

✅ Invoicing & Payment Flows

  • Auto-generate invoices triggered by deals, stages, or bookings

  • Send via Stripe, PayPal, Xero, or GoCardless

  • Auto-send reminders for overdue invoices

  • Update CRM status once payment is received

✅ Admin & Internal Ops

  • Auto-log tasks and notes in your systems

  • Assign admin duties to the VA/team with reminders

  • File receipts or confirmations in Google Drive

  • Trigger workflows from form fills or stage changes

✅ Subscription & Billing Automation

  • Automatically renew subscriptions

  • Handle failed payments with retry logic

  • Notify clients about billing updates or changes

  • Connect with customer portals or dashboards


🔗 Systems We Integrate

We connect to your favourite tools:

  • Stripe / PayPal / GoCardless

  • Xero / QuickBooks

  • Google Sheets / Docs / Drive

  • Airtable / Trello / Notion

  • Go High Level / Make / Zapier

  • Calendly / Typeform / HubSpot

If your tool has an API, we can automate it.


📈 Results Our Clients See

  • Eliminate billing errors and late payments

  • Save 5–10+ hours/week in admin tasks

  • Run 24/7 with full visibility and logs

  • Improve cashflow tracking and client communication


🛠️ How It Works

  1. Map your current process

  2. Design logic-driven automation flows

  3. Connect to your tools and test fully

  4. Train you or your team (or we manage it)

  5. Optional monthly monitoring or updates


👥 Who It’s For

  • Agencies and consultants handling client billing

  • Property sourcers dealing with deal fees or monthly rent

  • Course creators and membership sites

  • Any founder wasting hours on invoices or admin


✅ Let’s Automate Your Back Office

Finance and admin should run in the background, not take over your day. We’ll help you automate the boring stuff so you can focus on growth.

Book A Free Automation Call