Finance operations: Automated and aligned
Finance operations: Automated and aligned
BB7 is a fast-scaling construction consultancy streamlining finance operations through integrated, automation-first systems.
BB7 is a fast-scaling construction consultancy streamlining finance operations through integrated, automation-first systems.
Smarter finance for fast-moving firms
BB7 is a multidisciplinary fire and facade consultancy working across the UK and internationally. As they scaled, BB7 partnered with flowmondo to automate finance operations and bring forecasting, invoicing, and revenue recognition into a connected, intelligent system.
Disconnected systems, no finance visibility
Manual invoicing and forecasting made operations slow and error-prone.
BB7’s finance workflows were fragmented and heavily manual. Invoices were rekeyed from Scoro to Business Central, and forecasting relied on static spreadsheets with no real-time data. This led to errors, duplicated work, and limited visibility. As they scaled, BB7 needed an integrated system that could automate their full finance lifecycle, from invoicing and “fee bill” system to revenue recognition.
Manual invoice entry caused delays and duplicated finance effort
No unified process for multi-entity invoicing or validation
Finance data scattered across systems and static spreadsheets
Revenue forecasts lacked real-time updates and consistency
Disconnected systems, no finance visibility
Manual invoicing and forecasting made operations slow and error-prone.
Airtable Operations Hub for Transport Management
Away We Go Transportation partnered with Flowmondo to replace a fragmented system of paper forms, Google Docs, and Zapier with an Airtable-based operations hub. Handling over 54,000 submissions annually, the project introduced automated ride allocations, financial workflows, and Make.com-powered integrations. Outcomes include elimination of 54,000+ manual entries per year, 80% reduction in manual ride allocation tasks, and 2x faster invoicing.
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Custom Webflow booking platform with full Airtable integration
We replaced Villa Retreats Cyprus Ltd’s legacy booking system with a custom Webflow solution fully integrated with Airtable via Make.com and Wized. The new platform delivers 5× faster bookings, a 75% drop in support tickets, and 90% improved data consistency, enabling real-time sync, scalable architecture, and seamless operational control through Airtable.
Finance Reporting and System Monitoring Dashboard
We developed reporting dashboards in Airtable to provide BB7 with real-time visibility across invoicing and forecasting workflows. The system tracks sync success rates, highlights errors, and surfaces trends for proactive resolution. This monitoring layer reduced time spent diagnosing issues and gave stakeholders confidence in data accuracy and performance.
Real-Time Revenue Recognition and Forecasting System
We built an Airtable-based forecasting and revenue recognition system to automate and consolidate daily data pulls from BB7’s financial sources, replacing static spreadsheets with real-time insights. The tool supports work package-level tracking, improves planning accuracy, and gives the finance team a reliable, scalable foundation for future growth.
Airtable Validation Layer for Multi-Entity Finance Logic
To support BB7’s complex multi-entity structure, we designed a central Airtable junction table to manage invoice validation, mapping, and sync prep. This layer ensures data consistency before it reaches Business Central. Custom logic handles entity-specific fields, giving the finance team confidence in accuracy and full control over the sync process.
End-to-End Invoice Sync Between Scoro and Business Central
We built a Make.com-driven integration that automates the transfer of invoice data from Scoro to Microsoft Dynamics Business Central. This eliminated the need for manual re-entry, reduced the risk of errors, and saved valuable time for BB7’s finance team. The system handles data transformation, error detection, and sync triggers across multiple invoice types.
Automated Order Ingestion from EKM
We built Make.com workflows to pull new orders from EKM, clean and structure the data, and import it directly into Airtable. This eliminated the need for daily manual rekeying and significantly reduced data inconsistencies. The automation ensures every order enters the system cleanly, ready for batch grouping, production planning, and downstream tracking.
Timesheets that sync themselves
We helped PMSI eliminate double timesheet entry across Float and Xero by building a seamless integration that eliminates the weekly rekeying of timesheet entries into their billing system. This automation reduced manual admin across a team of 18, improved data accuracy, and gave directors a more reliable system for resource planning, reporting, and day-to-day financial visibility. It also meant that no billable time gets missed from invoices
Fully Automated Invoicing via Xero
We replaced manual invoice generation with automated Make.com workflows triggered by HubSpot events. These workflows create and send both deposit and service invoices in Xero, mark them as paid upon card processing, and deliver them to customers automatically, eliminating delays, reducing admin effort, and ensuring consistent financial documentation.
Streamlined Installation Scheduling and Communication
We developed a structured system to manage installation scheduling by aligning internal data points with customer updates. This eliminated reliance on ad hoc communication, improved handovers between departments, and ensured that customers received timely, consistent updates through automated touchpoints at key moments in the fulfilment process, making it more efficient.
Centralised and Enhanced Customer Data in Pipedrive
We built a structured system to consolidate customer records from multiple tools into Pipedrive, giving the client a single, reliable source of truth. This centralised view dramatically improved support response times, streamlined sales tracking, reduced internal confusion, and eliminated the inefficiencies caused by scattered customer data across systems.
Right report, right person, right time
We created a scheduling and distribution system that automatically sends reports to the appropriate stakeholders based on predefined schedules and triggers. The system handles everything from email delivery to secure portal uploads based on client preferences. The distribution system includes read receipts, engagement tracking, and automated follow-ups to ensure critical financial information reaches the intended recipients.
Custom Xero PDF Reports
We implemented a templating system that stored all client-specific formatting preferences in a central database. When generating reports, the system automatically applies the correct branding, layout, and data visualization preferences for each client. The solution includes a user-friendly interface where analysts can make quick adjustments to reports if needed, while maintaining version control and approval workflows.
Key tools used in this implementation
Strategic technology choices that powered the transformation.
n8n is a challenger startup in the lowcode (not nocode) automation platform space. Two key characteristics: Open Source and the ability to self-host on your own servers. n8n comes with a slightly steeper learning curve than others.
Zapier is probably the one you heard about that got you thinking “what else can I automate in my business?” With over 8000 native integrations it is widely known, used and loved for saving us all time. We’re certified Zapier experts.
make.com, the v2.0 of Integromat, comes backed with everything Integromat had plus more granular control, speed and an exhilarating product roadmap. Make is our preferred tool to work with complex data operations. We’re certified make.com experts.
Build bulletproof backends in Airtable, a sophisticated and powerful no code relational database. Our Airtable systems are powering $millions in revenue collection and a lot of value-adding business action!
Xano is an enterprise-grade no-code backend development platform that empowers developers to build sophisticated web applications with automated database management and custom API endpoints.
Interested in our tech stack?
Wondering what powers our automation solutions? We believe in full transparency about our tech stack. From the platforms we use to the frameworks we build on.
Apps connected in this implementation
Connected to create a powerful, unified ecosystem.
Position
BB7
Nocode rebuilt BB7’s finance & forecasting flows
We automated BB7’s invoice flow and forecasting using Airtable and Make.com, connecting Scoro and Business Central while eliminating spreadsheets.
From disconnected tools to a fully integrated finance engine
BB7 now runs a connected system for invoicing, forecasting, and revenue tracking, reducing effort, improving accuracy, and enabling smarter finance decisions.
faster resolution of workflow issues
increase in system reliability and visibility
Position
BB7
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