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We build a statement run against the ledger you already keep — a SharePoint list or a workbook in a SharePoint library. On the first working day each customer's open items are totalled, a statement is rendered and saved to their folder as the record, and the covering email waits in drafts. Nothing leaves the building until a person has looked at the run.
The first working day of the month
Each customer's statement is generated from your ledger, filed to their folder, and queued as a draft
We agree where the ledger lives, what the statement shows, and who reviews the run.
We build the generation on Azure, pointed at that list, that library, and the sending mailbox.
We reconcile a full run against your last manual month-end before the first live send.
Statements are drafted, never auto-sent — a person releases the batch.
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding, run it against the permissions listed in our terms, and record every access to your per-client audit log. See how it fits together.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Book a 20-minute call. We'll confirm the fit, the plan, and a go-live date.
Book a setup call