---
title: "How to build quote-to-cash & invoicing with Claude & Rig"
description: "A workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue. A step-by-step guide to building it yourself on your own data with Claude and Rig."
canonical: "https://rig.so/apps/quote-to-cash"
format: markdown
---

[All apps](https://rig.so/apps)

OperationsWorkflow

# Quote-to-cash & invoicing

Automate the path from closed-won to cash collected

A workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue.

Runs on![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)

[Build this on your data](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo)

Quote-to-cash

Closed-won

Invoice

Reconcile

Paid

Acme

£42k

Paid ✓

£42k collected

## The problem

Between a deal closing and the cash arriving, someone re-keys the same numbers across the CRM, the billing system and the ledger, then manually chases what is late. It is slow, error-prone and invisible until revenue is missing.

## Built from Rig's building blocks

Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.

Sync Salesforce, Stripe and Xero

Context layer maps deals to invoices to ledger entries

A workflow raises, reconciles and chases automatically

Exceptions routed to finance for approval

## How to build it

1. 1
   
   ### Connect the three systems
   
   Bring your CRM, billing and accounting ledger into Rig so the whole quote-to-cash path lives in one governed layer.
2. 2
   
   ### Map the handoffs
   
   In the context layer, define how a closed-won opportunity becomes an invoice and how invoices reconcile to the ledger.
3. 3
   
   ### Automate the flow
   
   A workflow raises the invoice on close, reconciles payments as they land, and flags anything that does not match for review.
4. 4
   
   ### Chase what is overdue
   
   Extend the workflow to nudge overdue accounts and alert finance. Add your own steps, approvals, dunning, revenue recognition, as you need them.

## The outcome

Cash collected faster with fewer errors, and a finance team that approves exceptions instead of re-keying every deal.

[Build your own version](https://app.rig.so/signup)

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---

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