You will get an invoice payment system that ensures you never leave money on the table
Project details
After years building financial workflows, I knew invoicing was a major time drain. I recently built an AI-powered invoicing system for a Marketing agency and an engineering company using Stripe, Google Sheets & Make.com — it pulls client data, matches payments, and sends follow-up emails based on status.
It cut invoice processing time by 80%, reduced overdue payments by 35%, and saved ~12 hours/week in admin work — enabling the team to handle 2x more clients without hiring.
I don’t just build automations — I tailor them to your real workflow, even integrating legacy tools to unlock full ROI.
👋 About me:
I’m a French-American engineer based in the U.S. with 15 years of experience designing AI automations for BNP Paribas, Oracle, TechData, Facebook & more. Now I help lower middle market businesses solve real problems with smart, ROI-driven systems.
Questions? Happy to chat.
It cut invoice processing time by 80%, reduced overdue payments by 35%, and saved ~12 hours/week in admin work — enabling the team to handle 2x more clients without hiring.
I don’t just build automations — I tailor them to your real workflow, even integrating legacy tools to unlock full ROI.
👋 About me:
I’m a French-American engineer based in the U.S. with 15 years of experience designing AI automations for BNP Paribas, Oracle, TechData, Facebook & more. Now I help lower middle market businesses solve real problems with smart, ROI-driven systems.
Questions? Happy to chat.
Project Type
Data Entry, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$250
|
Standard
$1,348
|
Advanced
$4,117
|
|---|---|---|---|
| Delivery Time | 2 days | 7 days | 15 days |
Number of Revisions | 0 | 1 | 0 |
About Charlotte
AI Consultant & Process automation Engineer | Make, GPT-4, N8N
New York, United States - 6:03 am local time
14 years as an AI & automation specialist for BNP Paribas and its clients: Amazon, Oracle, TechData....
Past AI projects have boosted revenue or saved millions of dollars from Fortune 500 companies to smaller businesses. I specialize in pinpointing high-impact automation opportunities, using a variety of cutting edge tools to deliver results (make, GPT-4, N8N,...).
(if you've got a minute, here is more) Pleasure to meet you 👋 , I'm Charlotte, new to Upwork but started automation projects in 2009 - well before the hype !
Some of my favorite projects :
- Automated an invoicing and payment follow-ups for SMBs, reducing late payments by up to 50% and saving 10+ hours/month—directly boosting cash flow and team productivity.
- Reduced proposal turnaround by 70% with a dynamic proposal system for agencies—boosting pitch quality and brand consistency.
- Cut sales admin time by 50% with a CRM-integrated reporting engine for an industrial client.
- Built a secure RAG-based AI assistant for legal teams—automating contract review, clause extraction, and risk flagging—cutting review time by 60% while ensuring compliance.
- Built passive content generation systems that plug into daily ops—producing 5–10 custom content pieces weekly with zero manual effort.
I led my first automation project in 2009, streamlining 3,000+ processes for a global bank and saving millions.
Since then, I’ve been passionate about building systems that help business owners cut through complexity and focus on growth.
My solutions are user-friendly, adoption-focused and I've worked with a wide variety of CRM/ project management tools, along with custom API integrations as needed .
The goal: simplify your operations and deliver measurable ROI.
Looking forward to making it happen with you.
Steps for completing your project
After purchasing the project, send requirements so Charlotte can start the project.
Delivery time starts when Charlotte receives requirements from you.
Charlotte works on your project following the steps below.
Revisions may occur after the delivery date.
Invoicing and reminder system - 4 step from intro call to final set up
Step 1: Review your workflow + 30-min kickoff call Step 2: Design automation + build API connector Step 3: Test with live data + deliver integration Step 4: Final revisions + handoff with documentation