Your personal assistant for invoices and getting paid.
Finished the work? Let Sokko prepare the invoice, check what is still unpaid, and draft a polite reminder by email or WhatsApp. Less chasing for consultants, agencies, trades, and teams that bill clients.
Your tools. Your context. A little more breathing room.
What could you hand to Sokko?
Pick an example. See the request, the tools, and an illustrative result.
From quote to invoice
You ask
Prepare an invoice draft for North Studio from approved quote Q-1042 and the signed timesheet. Use our invoice template and flag missing information before I send it.
Example toolset
- Google Drive
- Google Sheets
- Gmail
The result, with SokkoFrom quote to invoice
North Studio · Quote Q-1042 · Two consulting days confirmed on the signed timesheet.
2 days × €650 = €1,300 before tax. Tax details and payment terms copied from the approved quote.
The client purchase-order reference is missing. Draft prepared for review; nothing has been issued or sent.
Example only. Results depend on your connected tools, information, and permissions.
Payment reminders
You ask
Check the latest payment export before drafting a reminder for invoice INV-208. Use email, or prepare a WhatsApp version if that is the client's agreed channel.
Example toolset
- Google Drive
- Google Sheets
- Gmail
The result, with SokkoPayment reminders
INV-208 has €480 outstanding and was due on 12 October. No matching payment appears in the export updated this morning.
Draft: Hello Alex, a quick reminder about invoice INV-208 for €480, due on 12 October. Could you let us know when payment is planned? Thank you.
A short WhatsApp version is ready too. Review the payment status and choose one channel before sending.
Example only. Results depend on your connected tools, information, and permissions.
Unpaid invoice briefing
You ask
Compare our invoice register with today's payment export. Show what is overdue, what is disputed, and what needs a person to check.
Example toolset
- Google Drive
- Google Sheets
- Gmail
The result, with SokkoUnpaid invoice briefing
€1,680 is overdue across three invoices: INV-208 (€480), INV-211 (€700), and INV-214 (€500).
INV-211 is disputed, so it is excluded from reminder drafts. An unmatched €250 payment needs checking before any balance changes.
Two reminder drafts are ready for review. The register remains unchanged until the payment matches are confirmed.
Example only. Results depend on your connected tools, information, and permissions.
Work with the tools you know.
These tools illustrate the setup. Connect the services you use, add the right skills, and choose what Sokko can access and do.
Explore the integrationsGoogle Drive
Authorised files, client folders, and document checklists.
Google Sheets
The records, lists, and reports your team works from.
Gmail
Customer threads, reply drafts, and follow-ups.
WhatsApp
Customer conversations and handoffs to your team.
Start with one task you know too well.
Connect what you use
Choose the tools and skills for the task. Give Sokko access only to the accounts and files it needs.
Show Sokko how you work
Share your approved information, tone of voice, and rules for when a person should take over.
Start with one real task
Ask in plain language, check the result, and refine the instructions before making it part of your routine.
A few things you might be wondering.
Can Sokko work with my invoicing or accounting software?
Start with your approved quotes, invoice template, and invoice and payment exports. Direct creation or updates depend on the tools and permissions configured for your software. Keep its numbering, tax settings, and approval process as the source of truth. Sokko can prepare drafts and flag gaps; you review them before issuing invoices or sending reminders.
What do I need to get started?
A Sokko account, access to the tools involved, and clear instructions for the task. Some workflows need additional skills or configuration. Start with a small task and verify the result.
Do I stay in control of what Sokko does?
You choose the connected accounts, available tools, and permissions. Set review steps for actions such as sending replies or publishing changes, and define when Sokko should hand a task to your team.
Are these connected to a real business?
No. These are illustrative examples with sample information. Your results depend on the sources, tools, and permissions configured for your assistant.
