The money module
The customer sends a revised PO with an expedite charge on it. The shop invoices off the original quote. Nobody catches it, and the job quietly makes less money. BrixIQ reads every PO that comes in, checks it against your ERP order line by line, and puts the mismatches in front of a person before you build the job. Then it gets the invoice out with the parts and brings the cash in without the chase.
The PO is the agreement. In most shops, nothing ever checks the invoice against it.
An overcharge gets a phone call within a day. An undercharge gets nothing — no complaint, no correction, no note in the file. The job just closes at a smaller number than the one you agreed to, and you find out at year end, if ever.
It usually starts with paper. A revised PO arrives with a price change or an expedite charge. It goes to the person who happened to open the email. The order in your ERP still says what it said last week. Everything downstream — the build, the ship, the invoice — runs off the wrong number.
AI reads the incoming PO and groups every revision, duplicate, and rescan of that order together, then picks the governing revision. A human pin always wins — if your order entry lead says this is the one, that's the one.
The agent compares the customer's PO to your ERP order line by line and reports the discrepancies with an explanation for each one. An underpriced line gets caught before you build it, not after you've shipped it.
Clean POs flow through untouched. Price changes, quantity changes, and missing charges land in an exceptions queue with the difference spelled out, so the review takes minutes instead of an afternoon.
The rejected-invoice loop is the longest delay in a job shop's cash cycle — and it usually starts with one missing document.
BrixIQ assembles the invoice and every supporting document that customer asks for, and flags missing documents and backordered lines before it goes out. No rejection, no resubmit, no restarting the clock on their payment terms.
Invoices are generated from shipments and billable sources, not hand-keyed off a list someone maintains on the side. Nothing ships un-billed, so you collect money you already earned and never invoiced.
The shipment-to-invoice tracker shows every shipment that hasn't turned into an invoice yet. It stops being something you discover at month end.
In most shops, collections is a person who remembers to call. BrixIQ makes it a process that runs whether anyone remembers or not.
Scheduled reminders with the invoice PDF attached, so nobody has to hunt for it. They pause automatically on a dispute or a promise-to-pay. Every account gets chased, every time, without a collections hire.
Aging, promises to pay, open disputes, credit holds, and an assigned owner on every account. Collections stops being a personality and becomes a process.
Customers sign up for autopay in the portal. The debit runs on the due date, with notice before every debit.
Pay-by-link and online card payments land applied and reconciled. Nobody re-keys a payment into the ledger.
Cash application runs on an append-only ledger: multi-invoice deposits split correctly, unapplied cash held as unapplied, over-allocation rejected instead of fudged. Every movement is a record you can trace.
Invoices, statements, payment history, receipts, disputes, addresses, and a credit-hold banner — all self-service. That's the headcount you don't add as you grow.
Statements, branded invoice PDFs, and remittances, generated on demand instead of assembled by hand.
Bank and card statement import and reconciliation, with settlement and return handling that reopens the invoice automatically when a payment comes back.
The same discipline on the payables side — paying a bill twice costs exactly as much as billing one too little.
Vendor bills are read into the system instead of typed in, and duplicates get flagged — so you stop paying the same bill twice.
Matched automatically, exceptions only. AP reviews the small share of bills that actually need eyes instead of every line of every bill.
Your own purchase orders from issue to close, with versioned change orders and a full trail of who changed what and when.
Receiving and goods receipts recorded against the PO, so the match has something real to match against.
Tax forms, payment methods, and document tracking per vendor — checked before the payment run, not after the check clears.
Payment runs with check printing and Positive Pay export, so the bank knows what you actually issued.
What you'd ask your controller for on a Monday morning, already on the screen.
A KPI dashboard with aging, the cash pipeline, the billing pipeline, and sales-tax liability you can drill into line by line.
Close with checklist templates, evidence attached to each step, and a period lock when it's done.
QuickBooks Online posting with balanced journal entries. Your books stay your books.
This module sits on the same platform that reads customer drawings into priced quotes and runs the floor. The quote, the customer PO, the job, the cert, and the invoice are the same record — which is why the invoice can prove itself without anyone assembling the proof.
BrixIQ starts at $995 per facility per month, unlimited users, no setup fee. Modules get scoped when you're ready.
Fifteen minutes. Bring a revised PO and a recent invoice, and we'll show you what BrixIQ catches.
Starts at $995 per facility per month. Unlimited users, no setup fee.
