Packing lists and invoices, entered for you.
Both arrive in one email. Quantities come from the packing list and prices from the invoice, every line lands in QuickBooks, and a price change gets flagged before anyone pays it.
Shown with sample data
Your busywork, running itself.
We bring AI and automation into your business.
Watch it work4 businesses, one morning
- Tasks done
- 1,248
- Time saved
- 31h 20m
- Money saved
- $1,097
1 / 4
Wholesale: a supplier emailed an invoice and packing list
Live demo with sample data
Click through a real automation.
Each one starts with what the client asked for. Go at your own pace.
The ask
What the client asked for
Daniel sells phone accessories to about 400 repair shops. Shops that used to order every month were quietly drifting away. He asked for one thing: reminders to reorder.
Uses
Gmail
1 / 8
Names changed for the privacy of our clients.
Work we’ve done.
A few examples from five industries. We work with businesses in every industry, so if yours isn’t here, we’ll build what you need.
One invoice and packing list. 48 lines. Two ways.
Hours by hand, or seconds.
0:00 / 0:52
By handWith Bold Automations
Monday, 9:00 AM. A 48-line invoice and packing list just came in.
- By hand
- 2 h 14 min
- 48 lines retyped, 1 typo caught (and others missed)
- With Bold Automations
- 6 seconds
- Every line entered exactly as invoiced, nobody typing
How it works.
Step 1: Free 15-minute call
Tell us the task your team hates.
Step 2: Fixed price, in writing
A clear plan within 24 hours.
Step 3: We build it
Live in a few weeks, around your tools.
Step 4: We keep it running
30-day guarantee, optional monthly plan.
Questions owners ask.
Short answers to what we hear on almost every call.
No. We connect the programs you already use.
No. The industries on this site are examples from the kinds of work we’ve done. We work with businesses in any industry and build around whatever yours needs.
Your data stays in your own accounts. We only access what the job needs, and privacy is written into our contract.
Everything we build comes with a 30-day guarantee. After that, our monthly plan covers monitoring and fixes.
Every job is different, so you get one fixed price in writing after a free call. No hourly billing.
Most projects are live in a few weeks.
You do. Once it’s paid for, everything is set up in your accounts.
Yes. That’s exactly what the free call is for.
Still have a question? Book a free call