Automation
BuildingBlocks Cuts Billing Admin Time by 80% with Swiper
80%
Less time spent on manual billing
2 days
Time to invoice all clients, down from 6
THE COMPANY
Sixty clients, sixty custom invoices a month
BuildingBlocks manages brand and performance marketing retainers for 60 active clients, each with its own billing cadence, media spend pass-throughs, and contract terms.
THE CHALLENGE
A week of the month spent just building invoices
BuildingBlocks's finance team manually assembled every client invoice from timesheets, media spend reports, and retainer terms stored in separate systems, a process that consumed nearly a full week every month before any invoice went out the door.
We had one person basically dedicated to typing invoices every month. Now she spends that time on client profitability instead.
Theo Grant, Finance Manager
THE SOLUTION
Retainers and pass-throughs billed automatically
Swiper pulls retainer terms, timesheets, and media spend directly into each client's recurring invoice, generating accurate bills without anyone re-keying numbers from other systems.
Exceptions like scope changes or one-off project fees are flagged for a quick review, rather than requiring every invoice to be built from scratch.
THE RESULTS
Invoicing that finishes before the month even ends
BuildingBlocks now invoices all 60 clients in two days instead of six, and has redirected the time saved toward account-level profitability analysis.
We had one person basically dedicated to typing invoices every month. Now she spends that time on client profitability instead.
Theo Grant
Finance Manager, BuildingBlocks
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1 All figures, revenue examples, forecast ranges, profitability scenarios, valuation assumptions, return illustrations, and growth projections presented in this material are purely hypothetical and included solely for demonstration, mockup, interface preview, sales presentation, or conceptual explanation purposes.
2 Nothing contained in this demo, including any references to pricing, margins, cash flow, return on investment, payback periods, cost savings, tax treatment, strategic outcomes, or capital allocation, should be construed as financial, investment, legal, tax, accounting, or regulatory advice, and no person should make business, investment, or operational decisions based on this content without first consulting appropriately qualified professional advisers who can evaluate their specific facts, jurisdiction, obligations, and risk profile.
3 Any formulas, benchmarks, conversion rates, revenue multipliers, churn estimates, customer lifetime value calculations, discount rates, market sizing assumptions, or scenario models used in this presentation are simplified, selectively framed, and dependent on inputs that may be incomplete.