Automation

The test for every feature: what does it do while you sleep?

Quotes follow themselves up. Invoices send themselves on schedule. Payments reconcile themselves. Happy customers get asked for the review. That’s the point.

Small-business “automation tools” usually mean a workflow builder you now have to maintain. JMJ Office ships the workflows already built — the ones every invoicing operation runs anyway — and turns them on with a toggle, not a diagram. Each one is gated to your rules, logged to an audit trail, and never sends anything your settings didn’t authorize.

Start free See pricing

Free forever · no card required · Office Unlimited $10/mo

Quote follow-ups on autopilot

Unanswered quotes get a professional nudge at day 3 and day 7 — per-customer control, automatic stop on acceptance. The deals you forgot to chase stop being the deals you lost.
Send-on-create and scheduled sends

Create an invoice today, have it send itself on the issue date you set. One button does create-and-send; manual sends cleanly cancel anything scheduled.
Payments that reconcile themselves

Stripe and Square payments match to the exact invoice and amount and close it — with honest handling for ACH that only closes when funds clear.
Review requests at the perfect moment

When an invoice closes clean, Office can ask that customer for a review — automatically, only for customers with a clean history, never for anyone you’ve had to chase.
AI where it saves minutes, never where it risks money

The AI composer drafts quotes and invoices from plain English or dictation; AI also helps de-duplicate customer records. Every draft is reviewed by you — AI never sends, never prices beyond your book and your words.

Automation with a paper trail

Every automated action — a follow-up sent, a payment matched, an invoice closed, a review requested — writes an audit log entry. You can always answer “why did this happen?” with a timestamped record, which is exactly the discipline the rest of the JMJ platform is built on.

And everything automated is bounded by your configuration: per-customer toggles, master switches, and hard rules like “never auto-ask a customer you’ve chased” are enforced in the machinery, not the fine print.

The upgrade path: automation that collects

Office automates the paperwork. JMJ Billings automates the part owners hate most — following up on unpaid invoices, professionally and relentlessly, in your name, from your own domain, through a 9-stage cadence with AI reading every reply. If Office is the back office, Billings is the back office plus the person who never forgets to make the call.

FAQ

Automation questions, answered

The details owners ask about before they switch.

Which automations are free?

Free Office automates the record-keeping: numbering, quote-to-invoice conversion, dashboards and exports. The sending automations — follow-ups, scheduled sends, review requests, auto-reconciled payments and the AI composer — are Office Unlimited ($10/mo).

Can the AI send something on its own?

No — structurally. The AI drafts into an editable form and has no path to send anything. A human clicks send, every time.

Will automation ever contact someone it shouldn’t?

The rules are enforced in code: follow-ups stop on acceptance, review requests skip anyone with a chase history, and every send respects your per-customer and master toggles. Every action is audit-logged.

What about automating collections on late invoices?

That’s JMJ Billings — the managed AR platform that includes Office. It runs an attorney-reviewed, 9-stage follow-up cadence on unpaid invoices in your name and hands true delinquencies to collections at half the standard agency rate.

Pricing

Start free. Upgrade when the work does.

The free tier covers the whole workflow — quotes, invoices, customers and exports. Pay only when you want the limits off, or hand the whole receivables job to JMJ.

JMJ Office

$0 free forever

The full back office — quotes, invoices, customers, projects and exports. No card, no trial clock, no per-invoice fees.

Quotes, invoices, customers & projects — the whole workflow
E-sign quotes that convert to invoices in one click
Branded PDF invoices with your payment links & instructions
Price book with CSV import and type-ahead pricing
Owner dashboard — outstanding, overdue and paid at a glance
Accountant-ready CSV exports
Generous free usage — upgrade only when the work outgrows it

Start free

No credit card required.

Office Unlimited

$10 /month

Everything in Office with the limits off — plus the automation that sends, follows up and reconciles for you.

Unlimited sends & unlimited seats
Branded sending from office.jmjbillings.com — your business name on every email
Stripe & Square payment links generated per invoice, with QR codes on PDFs
Invoices mark themselves paid when the payment clears
QuickBooks Online sync — invoices, customers & payments
AI quote composer — type or dictate the job, review the draft
Automatic quote follow-ups & review requests
Scheduled sends & send-on-create

Go Unlimited

Cancel anytime.

JMJ Billings

$179 /month

The complete back office. Everything in Office Unlimited, plus Lyakon CRM and a fully managed accounts receivable operation that chases every unpaid invoice in your name.

Everything in Office Unlimited — included
Lyakon CRM — leads, funnel and outreach — included
The full 9-stage automated AR cadence, sent from your own domain
AI reply triage, disputes paused automatically
Attorney-reviewed templates & full audit trail
Collections handoff at half the standard agency rate

See JMJ Billings

$1,790/yr on annual — 30-day free trial.

One account, one ladder — upgrading never means re-entering your data. Refer a friend and you each get a free month.

Free forever

Run your back office for free. Starting today.

Branded invoices, e-sign quotes and every way to get paid — set up in minutes, no card required. When invoices go unpaid, JMJ Billings is one upgrade away.

Start free — no card required Estimate what late payment costs you

$0 forever · Office Unlimited $10/mo · JMJ Billings from $179/mo includes everything

The test for every feature: what does it do while you sleep?

Quote follow-ups on autopilot

Send-on-create and scheduled sends

Payments that reconcile themselves

Review requests at the perfect moment

AI where it saves minutes, never where it risks money