The problem
Owner-managers lose hours to manual admin (invoices, reminders, data entry) that adds no value.
The opportunity: Automated invoicing and admin workflows
Who it helps
- Freelancers
- Trades
- Small agencies
- Clinics
- Retailers
What the research says
McKinsey & Company
The state of AI in 2025: Agents, innovation, and transformation (2025)
This is our own extension of the report's theme. The report does not make this recommendation itself.
Open the report(opens in a new tab)The solution
Connected workflows that create invoices, chase late payments and sync data between tools automatically.
How it is implemented
- 01Audit weekly admin tasks
- 02Pick the 3 most time-consuming
- 03Automate with no-code tools
- 04Document and monitor
What it needs
- Accounting software
- Automation platform (Zapier
- Make or n8n)
- Process map
- Error alerts
Want this implemented in your business?
No self-serve tool yet. We can scope and build it for your business on request.
Source details are being verified; please check the original publication.
All summaries are written by Trovecrest in our own words. Nothing is copied from the reports, and no figures are reproduced.
Trovecrest is independent and not affiliated with or endorsed by the firms whose research is referenced.
More in AI & Automation
See all in this theme- 001Bespoke
Small teams miss calls, DMs and web enquiries out of hours, losing leads and frustrating customers.
AI front desk for missed enquiries
McKinsey & Company, 2023
- 002Bespoke
Customer operations absorb staff time answering repetitive questions.
AI chatbot for customer FAQs on website
McKinsey Global Institute, 2023
- 003Bespoke
Writing quotes and proposals is slow, inconsistent and delays winning work.
AI-assisted quoting and proposal drafting
McKinsey Global Institute, 2023