End-of-month invoice generation with configurable line items, tax calculations, and auto-upload to Xero. Turn month-end from a week-long ordeal into a one-click process.
The EOM engine generates invoices for all active clients based on their retainer agreements, ad spend pass-throughs, and project fees. Configure recurring line items once — monthly retainer, management fees, platform costs — and the engine calculates amounts, applies tax rates, and creates draft invoices ready for review. What used to take your finance team an entire week now happens in minutes.
Automatically pull actual Meta and Google Ads spend data into invoice line items. The engine calculates management fees as a percentage of spend, adds platform costs, and separates billable spend from agency fees. Each line item references the campaign and date range so clients can reconcile their invoices against their own ad platform dashboards.
Generated invoices land in a review queue where your finance team can inspect line items, adjust amounts, add one-off charges, or apply credits before finalizing. Each invoice shows a side-by-side comparison with the previous month so anomalies are easy to spot. Once approved, invoices upload to Xero with a single click and link back to the XeroFlow record for audit purposes.
Every EOM run is archived to Cloudflare R2 with full line-item detail, calculation breakdowns, and PDF copies. Download historical runs for audits, compare month-over-month trends, or export to CSV for custom analysis. The archive is immutable — once an EOM run is finalized, the record cannot be altered, providing a reliable audit trail for compliance.