Free workflow demo

Invoice Follow-Up

Tracks unpaid invoices and prepares polite reminders and collection notes.

Try the finance review

Upload or paste finance rows.

Demo data is already loaded so you can see the workflow instantly. The live workflow connects to the platforms the business already uses and tracks approved data directly.

Business name

Primary goal

Source data

Use sample data, upload a file, or link a source folder

Paste one row per open invoice: customer, invoice number, date sent, amount. Ages are measured from the newest date in the rows, so the same export always reports the same aging.

Upload CSV or ExcelPublic Google Drive link

Run the free demo.

Use the sample data or paste your own rows. You will see the number, the issue, and what to do next.

One Core workflow

Activate this workflow when the demo shows a problem worth fixing.

Start with this one workflow at $20/month. JIDOKA Core is $497/month with free implementation and unlimited workflows from the 30-workflow catalogue when the business wants one connected dashboard.

Activate See JIDOKA Core Industry OS

Industry Operating System support is scoped to the business when multiple locations, permissions, governance, or enterprise integrations go past the catalogue.

Business impact

Why this matters after the demo.

The problem it fixes

This cleans up the finance paperwork that silently eats nights and weekends: statements, receipts, invoices, missing details, and open questions. The owner gets a review-ready packet instead of a month-end scramble.

Why it is different

AI chats and agents still need someone to feed them context, train the prompt, and check the output. This workflow is already shaped for the job: it connects to real business data, applies the same rules every time, and gives the owner the next answer without another copy-paste project.

Existing tool check

Will this work with my existing tool?

The demo uses sample data. A live workflow can ask the customer to log into approved platforms through secure platform logins or API connections, then read only the data needed for the workflow. Search a tool below; this is a common list, not the full integration library.

Search a tool name to check the common connection list.