Book your diagnostic
Book your diagnostic
Home/Platform/Finance
Finance · Finance

What gets signed gets invoiced. What gets invoiced gets collected.

Proposals that go out the same day, invoices issued on signature, and collections that chase themselves. Money stops getting stuck halfway between the sale and the bank.

Book your diagnosticSee the platform
The state of the money, without opening the spreadsheet.

WONDA's finance module connects the sale to the bank: it generates proposals and agreements from the deal's data, issues the invoice on signature, and chases payment with automatic reminders on the client's channel. Any issuance carrying an amount requires human approval; the follow-up and reconciliation are executed by the agent.

Direct answer block · GEO
01What it solves

Money gets lost between the sale and the bank.

Not in the discount you gave: in the proposal that took five days and the invoice nobody chased.

Job 01 · Speed

The proposal you promised "for tomorrow" goes out on Thursday.

Every day between "yes, send it over" and the send is enthusiasm cooling off. The proposal is composed from the deal data already in the CRM, reviewed and sent the same day. The client decides while they still want to decide.

Document generated with the deal's real dataE-signature with date and time on recordThe invoice issues itself on signature
The agent drafts it. A person signs it.
Job 02 · Collections

Chasing an invoice is awkward. Not for the agent

Collections follow-up is the most-postponed work because it's uncomfortable. The agent reminds people in the tone you defined, on the client's channel and with the consistency it takes, without anyone having to steel themselves on a Friday.

Job 03 · Visibility

Knowing how much came in this month shouldn't cost a day

Invoicing for the period, outstanding by age, proposals in circulation and a cash forecast, updated live. It feeds the executive report with nobody preparing anything.

Job 04 · Control

No amount goes out without a signature

Issuing, invoicing, reconciling and changing terms all require explicit human approval, with a record of who authorized what and when. It's the part of the operation where autonomy is restricted on purpose.

02The difference

Who does what, from day 1.

This isn't a feature you learn to use: it's work that stops being yours, with an explicit split of responsibilities.

Split of responsibilities · FinanceIn force from day 1 of operation
The agent

Prepares and chases

  • Composes proposals and agreements from the deal data
  • Prepares the invoice when the document is signed
  • Reminds outstanding payers on the client's channel
  • Reconciles payments and updates each account's status
Your team

Always authorizes

  • Signs every issuance carrying an amount before it goes out
  • Defines prices, discounts and terms
  • Decides when to escalate a non-payment
  • Approves reconciliations and adjustments
The WONDA team

Orders and reports

  • Builds proposal, agreement and invoice templates
  • Designs the collections policy with you
  • Watches receivables ageing every week
  • Presents cash and invoicing in the monthly report
03What it works with

The invoice starts in the sales conversation.

No module operates alone. These are the ones closest to it, and the channels the work goes out through.

Sibling module

CRM

The proposal is composed from the deal data already on the record.

View module Sibling module

Reporting

Invoicing, collections and forecast feed the executive report.

View module Sibling module

Client portal

Receipts and account statements live in the client's portal.

View module
EmailWhatsApp BusinessE-signatureBranded portalPayment links
04Where it shines

Where the collection cycle defines cash.

Consulting session with a client team in a glass-walled loungeSolution

Investor reporting

Distributions, receipts and account statements, on time and auditable.

See the solution
Financial professional in her officeIndustry

Financial services

Seasonal collections handled without adding admin staff.

See the industry
Real estate development under constructionIndustry

Developers

Pre-sale payment plans followed installment by installment.

See the industry
05Typical scenario

The numbers of a real operation.

Professional services firm · LatAm

Nineteen days less in overdue receivables.

A firm whose proposals took three to five days to go out and whose overdue receivables nobody chased consistently. By automating generation and follow-up (while keeping the human signature on every issuance) the cycle compresses at both ends.

See cases Calculate yours
The change, measured
Days to send the proposal4 → same day
Average receivables age−19 days
Invoices issued with no manual reminder100%
Amounts issued without a human signature0
Illustrative scenario built from WONDA's operating patterns. Published cases, with audited figures, are added under cases.
Frequently asked

What people ask about finance.

Does it connect to my accounting?

It gets assessed in the diagnostic. The module covers the commercial cycle (proposal, agreement, invoice and collection) and hands the data to your accounting team; it doesn't replace your accountant or their tax responsibility.

Can the agent issue invoices on its own?

No. Any issuance carrying an amount requires explicit human approval, with a record of who authorized it. It's one of the five actions that are never autonomous.

How does it chase a payment without damaging the relationship?

With the tone you define and a reasonable cadence. The advantage isn't that it pushes harder, but that it pushes the same way every time: impersonal consistency bothers people far less than an uncomfortable partner's emotional chase.

Does it work for long payment plans?

Yes, and that's where it pays off most. Pre-sale installments over twenty-four or thirty-six months with automatic reminders, receipts and logging for every due date.

What about taxes and local invoicing?

Tax issuance is handled with your tools or your accountant depending on the country. What we operate is the commercial cycle and the follow-up; we don't invent tax compliance we can't guarantee.

How long has your oldest invoice gone unpaid?

The diagnostic reviews your full commercial cycle: how long a proposal takes to go out and how long a dollar takes to arrive.

Book your diagnosticCompare your alternatives