What does 'proposal-to-billing automation' mean in the Finance Edition?
28-Apr-2026In the Finance Edition, the full commercial flow — from quoting a client to getting paid — runs inside IP Autopilot without manual handoffs between systems.
You build a proposal using your configured fee structure (official fees plus your professional fees). The client approves it. That approval converts automatically into an order. The order completion triggers an invoice. The invoice is tracked through to payment. Your cost of goods (supplier and agent fees) are recorded against the same order, giving you a real gross margin view per job.
The result: you stop re-entering the same numbers across a quoting tool, an accounting system, and a spreadsheet. Everything is in one place, one input, one audit trail.
