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All outcomes

The whole invoice, on a single page.

CivX runs the advertising and logistics behind political campaigns, strategy consulting plus the materials that win races: mail, print, signage, radio, text blasts, and billboards.

Industry
Campaign services
Who they serve
Political campaigns
The stakes
Every two years, invoices jump from dozens a month to ~1,000 in two months
01 / The challenge

What was getting in the way

  • Too much manual work

    bundling complex products and travel into invoices across three tools, by hand.

  • Nothing was visible

    invoices slipped through unbilled, and they couldn't tell what clients had paid, so they couldn't pay subcontractors.

  • It lived in their heads

    tracking who could be paid next was exhausting mental juggling that made them slower.

02 / What changed

What we built

One integrated system where partners run the whole invoice from a single page.

  • A partner portal tying RAMP, Airtable, and QuickBooks together: bundle products, edit costs, see profit, and create or update an invoice.
  • Sends QuickBooks invoices by API and auto-calculates commission and sales tax by city.
  • Surfaces what needs attention and tracks invoice reminders.
  • A separate operating station for the accounting lead, with auto-generated compliance reports.

In practiceInvoice creation went from ~15 minutes to under a minute; ~$15,000 in un-sent invoices surfaced in two months, before the busy season.

03 / The workflow

See the shift

From the old way to the new way ↙
Illustration of the workflow · One integrated system where partners run the whole invoice from a single page.
The people behind the build
Parker
Your turn

Have a knot like this?
Let's untangle it.

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