Automation

BuildingBlocks Cuts Billing Admin Time by 80% with Swiper

80%

Less time spent on manual billing

2 days

Time to invoice all clients, down from 6

BuildingBlocks case study cover image
BuildingBlocks logo

THE COMPANY

Sixty clients, sixty custom invoices a month

BuildingBlocks manages brand and performance marketing retainers for 60 active clients, each with its own billing cadence, media spend pass-throughs, and contract terms.




THE CHALLENGE

A week of the month spent just building invoices

BuildingBlocks's finance team manually assembled every client invoice from timesheets, media spend reports, and retainer terms stored in separate systems, a process that consumed nearly a full week every month before any invoice went out the door.

We had one person basically dedicated to typing invoices every month. Now she spends that time on client profitability instead.
Theo Grant, Finance Manager



THE SOLUTION

Retainers and pass-throughs billed automatically

Swiper pulls retainer terms, timesheets, and media spend directly into each client's recurring invoice, generating accurate bills without anyone re-keying numbers from other systems.

Exceptions like scope changes or one-off project fees are flagged for a quick review, rather than requiring every invoice to be built from scratch.



THE RESULTS

Invoicing that finishes before the month even ends

BuildingBlocks now invoices all 60 clients in two days instead of six, and has redirected the time saved toward account-level profitability analysis.

Photo of Theo Grant

We had one person basically dedicated to typing invoices every month. Now she spends that time on client profitability instead.

Theo Grant

Finance Manager, BuildingBlocks

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