Quote to Cash
Quotes that get chased, and invoices that get paid.
Charted depth
44.8k / yr
Illustrative, not a client result
The leak
Quotes that die in silence and invoices that age out. Most operators send a quote and follow up once, if at all — this is the highest-ROI engine for trades and B2B services.
We measure it on Quote acceptance rate, and average days-to-payment.
One enquiry, plotted.
A single open quote, followed automatically from send to settled.
Step the track
A single open quote, followed automatically from send to settled.
The system, running.
One quote followed automatically to acceptance, then reconciled against the ledger.
- Tasman AI
- Your stack
- Customer
- Your team
One quote followed automatically to acceptance, then reconciled against the ledger.
What we build
- Automatic quote and estimate follow-up sequence
- Proposal nurture with escalation
- Quote-to-close pipeline tracking
- Invoice and payment reminder automation
- Payment-chase voice agent for overdue accounts
Designed to wire into
The systems this engine is designed to read from and write back to.
- Xero
- Fergus
- Tradify
- simPRO
- NextMinute
A quote that goes unanswered isn’t a lost job — it’s an unchased one. Quote to Cash follows up on every open quote and every open invoice automatically, on a schedule, with escalation, so nothing depends on someone remembering to chase it.
Because the underlying numbers — quotes sent, quotes accepted, invoices outstanding — already live in Xero, this is usually the fastest engine to prove against real historical data before a single automation goes live.
Sound your own numbers.
Bring your real figures to a short call and we'll tell you honestly whether this engine is worth building for you.