Invoice automation, payment collection and client communication on autopilot.
Financial service businesses depend on timely communication and accurate record-keeping. Bobsave automates invoice delivery, payment follow-up, client onboarding and report distribution - keeping operations professional and cash flow healthy.
Invoices sent manually, sometimes days late
Payment follow-up inconsistent, hurting cash flow
Client onboarding documents requested by email, often ignored
Monthly and quarterly reports compiled manually
Regulatory reminder communications missed
Automatic invoice generation and delivery on WhatsApp
Payment reminder sequences before and after due dates
Onboarding document request sequences on WhatsApp
Scheduled report delivery to clients and management
Regulatory deadline reminders for staff
Specific, ready-made workflows that deliver immediate value to Finance & Business Services businesses.
Browse the full catalogue to find the exact automation for your business.
Everything Finance & Business Services businesses ask before getting started.
Most automations go live within 3-7 days. We handle the entire setup, integration and testing before we hand it over to you.
No. Bobsave builds, hosts and maintains every workflow for you. You receive simple reports and dashboards - no technical skills required.
Yes. We connect to WhatsApp, email, Google Sheets, calendars and most popular business tools, and we customise integrations to your existing stack.
Individual automations start at KSh 3,500 setup plus KSh 1,500 per month, with packages offering better value for complete solutions.
We provide training, monitor the workflow, and maintain it ongoing - including updates and support whenever you need help.