Industry
Automation for lead generation & pay-per-call
Call tracking, buyer billing and publisher payouts all depend on the same numbers matching across systems that don't talk to each other. We connect them, reconcile them every day, and flag the gaps before money goes out.
The problem
Sound familiar?
- Calls in your tracking platform don't match what buyers say they received.
- Invoicing buyers means exporting, filtering and rebuilding spreadsheets every cycle.
- Publishers get paid before you know whether the buyer will pay you.
- A new buyer runs up a balance before anyone notices.
- The real numbers live in emails, sheets and three different logins.
What we build
What we'd set up for you.
Daily reconciliation
Every call matched across your tracking platform, buyer reports and accounting. Mismatches and missing calls listed first.
Buyer invoicing
Invoices drafted from verified calls on each buyer's own billing schedule, held for your approval, then created in your accounting system.
Publisher payout reports
What each publisher is owed, based on calls that were verified and, where you choose, paid for.
Credit monitoring
Exposure tracked per buyer against the limits you set. New buyers watched more closely until they've paid on time.
Daily owner report
Calls, revenue, what's owed and what needs your decision, in one email every morning.
Partner report intake
Buyer and publisher reports arriving by email or shared sheet read into clean records automatically.
Typical systems: call tracking platforms such as TrackDrive, accounting software such as QuickBooks Online, and buyer reports by email or shared spreadsheet. If a platform has no direct connection, we work from its exports.
Compliance
Careful by design.
Lead generation is a heavily regulated business, and the consumer-facing side carries the most risk.
- Our reconciliation and billing work doesn't need call recordings or transcripts. Caller numbers are used only to match the same call across platforms, and are stored in scrambled form.
- We don't build anything that calls or texts consumers until your consent records and compliance process have been reviewed.
- By default, the system never moves money. Payouts and invoices are prepared for a person to approve.
Questions
Questions
Do you need access to our call recordings?
No. Reconciliation and billing work from call records: date, time, campaign, buyer, duration and amounts. We don't collect recordings or transcripts for this work.
Will it pay our publishers automatically?
Not by default. The system prepares payout reports and flags what's safe to pay. A person approves before any money moves.
We already use automation tools and AI bots. Why add this?
General-purpose AI agents are new and still improvising. Money processes need rules that behave the same way every time, tested against your own numbers before you rely on them. AI can still help with the reading and summaries.
Other industries
Same approach, different work.
Your business never clocks out.
Tell us how your business runs. A short questionnaire, then a written plan and a fixed price.
Free, by phone, no obligation. We call you at the time you pick.