What you are probably dealing with
Invoicing is handwork
A sale completes online, then someone logs into the invoicing platform and re-types the item, the amount and the tax number. At volume, mistakes happen — and a mistake means voiding and reissuing.
Books and documents do not agree
Sales orders in one system, invoices on another platform, bookkeeping in a third. Month-end means reconciling three sources, and a one-dollar gap can take a full day to find.
Receivables chased from memory
Who has paid, who is on instalments, who is two months overdue — all in one person’s spreadsheet. When they leave, the ageing picture becomes guesswork.
Reports always look backwards
P&L and cash flow only appear after the close, by which point they describe last month and it is too late to act.
Before and after
Before
- 1Someone logs in and issues an invoice after each order
- 2Invoice numbers copied back onto the order record by hand
- 3Bookkeeping kept separately and reconciled at month-end
- 4Receivables tracked in Excel; overdue found by accident
- 5Financial reports produced only after the close
With AI GO
- 1Checkout triggers invoice issuance by webhook
- 2Invoices bind to the sales order and stay queryable both ways
- 3Sales, invoicing and accounting share one dataset
- 4Due and overdue amounts notify their owner automatically
- 5Reports are available whenever you want them
Modules involved
Connect whichever invoicing provider you already use — modules exist for both ECPay and ezPay — so there is no need to change existing contracts.
智能會計
中小企業智能會計系統。涵蓋收支交易、應收應付與暫收暫付、會計傳票、資金帳戶管理、損益／資產負債／現金流量報表、標籤與往來對象管理，並支援 Excel 報表匯出。
OperationsAIGO 財務會計管理系統
獨立的財務會計與老闆管理報表系統，直接讀取 AIGO 正式帳務，提供真實三大報表、現金預測、帳齡、關帳、例外與會計 AI 影子覆核。
Analytics電子發票開立中心
台灣 B2B/B2C 電子發票開立中心：公司字軌設定、發票開立與稅額自動計算、作廢與折讓管理、批次上傳。通用設計，加值服務商連線資訊由使用者於設定填入，未設定時以本地模式運作。
Operations綠界電子發票
綠界 B2C / B2B 電子發票整合。外部網站結帳後透過 Webhook 自動開立發票，支援手動開立、作廢與查詢，發票自動綁定銷售訂單。
Integration簡單開票 ezPay 電子發票
整合 ezPay 電子發票 API。支援 B2C/B2B 發票開立、作廢、折讓與退回，提供銷售報表與發票明細管理。
Integration繳款單收款管理
繳款單收款管理系統：建立繳款單並產生繳費資訊（虛擬帳號 / 超商條碼 / 繳費連結）、追蹤收款進度、收款登錄與對帳標記、逾期掃描與催繳紀錄。通用設計，不綁定特定金流服務商，連線資訊由使用者於設定填入。
OperationsPlatform capabilities
Works with your current invoicing provider
ECPay and ezPay each have their own module. Issuing, voiding, allowances and lookups for both B2C and B2B happen inside the system — no more logging into an external portal.
Sales and accounting on one dataset
Order, invoice, receivable and posting are states of the same record rather than three systems each keeping their own copy. Month-end stops being a three-way reconciliation.
Collection that does not depend on memory
Payment notices, due dates and overdue tiers are configured once and then raised by the system, so ageing does not break when staff change.
Controls and an audit trail over financial data
Who can see cost, who can change an amount, who exported a report — all recorded. When auditors ask, you retrieve rather than reconstruct.
Labour cost you can recover
For an SME with a two-person finance team at an average loaded rate of NT$400/hour, here is the monthly labour cost you can recover:
Issuing invoices and back-filling numbers
- Hours / month
- 30 hrs
- Hourly rate
- NT$ 380
- Recovered / month
- NT$ 11,400
Three-way reconciliation (orders / invoices / ledger)
Concentrated at the close
- Hours / month
- 28 hrs
- Hourly rate
- NT$ 450
- Recovered / month
- NT$ 12,600
Tracking and chasing receivables
- Hours / month
- 20 hrs
- Hourly rate
- NT$ 400
- Recovered / month
- NT$ 8,000
Producing and clearing payment notices
- Hours / month
- 16 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 5,600
Assembling financial reports
- Hours / month
- 14 hrs
- Hourly rate
- NT$ 450
- Recovered / month
- NT$ 6,300
| Work replaced | Hours / month | Hourly rate | Recovered / month |
|---|---|---|---|
| Issuing invoices and back-filling numbers | 30 hrs | NT$ 380 | NT$ 11,400 |
| Three-way reconciliation (orders / invoices / ledger)Concentrated at the close | 28 hrs | NT$ 450 | NT$ 12,600 |
| Tracking and chasing receivables | 20 hrs | NT$ 400 | NT$ 8,000 |
| Producing and clearing payment notices | 16 hrs | NT$ 350 | NT$ 5,600 |
| Assembling financial reports | 14 hrs | NT$ 450 | NT$ 6,300 |
| Total | NT$ 43,900 | ||
These figures assume a typical staffing profile. Real numbers depend on your team size and process — we rerun the model with your own data during a consult.
FAQ
We already have accounting software. Do we replace it?
Can an incorrect invoice be voided?
Can we export what our accountants need?
Will adoption disrupt our current invoicing?
Further reading
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Other solutions
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