Realizados case study: monthly invoicing from 8 hours to 15 minutes

Updated October 31, 2026 · NouCodi

In short: Realizados, a personal finance education company, cut its monthly invoicing from 8 hours to 15 minutes. Website orders (WordPress) and payments (Stripe) flow automatically into a spreadsheet, a macro creates the invoices and they are saved to Google Drive; a person only reviews and handles special requests.

The starting point

At the start of each month, all of the previous month's revenue had to be invoiced: finding each sale on the website, matching it with its payment, creating the invoice by hand and filing it. That was about 8 hours a month of repetitive, error-prone work.

What was done

1. An automation pulls WordPress orders and Stripe payments into a Google Sheets spreadsheet that serves both invoicing and bookkeeping.
2. A macro template creates all of the month's invoices from that sheet.
3. The invoices are saved to their Google Drive folder.
4. A person reviews the result and handles special cases, such as a student asking for an invoice with different details.

Results

Lessons learned

• You don't always need AI. The biggest saving came from connecting data that already existed; AI is reserved for what needs reading or writing.
• Process first. Writing down the steps showed what could be removed before automating.
• A person still reviews. Automation does the repetitive work; the final check stays human.

The same kind of improvement fits any business that invoices every month, from an accounting firm to a construction company.

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