Sanso for Tradespeople: Financial Admin Without the Paperwork

The Problem

When you run a trades business, the hours that count are spent on the job site, not behind a desk. Financial admin, meanwhile, waits for the evening, the weekend, or that famous rainy day that never comes. The result: quotes sit around, invoices go out late, payment follow-ups fall through the cracks, and paperwork piles up on a corner of the table. It's not a question of professionalism. It's a question of the calendar. Nobody was hired to run the finances, so they get handled on the fly, with no real process.

Two subjects are especially treacherous. First, job profitability. Between labor, subcontractors, equipment rentals, and suppliers, expenses come in from everywhere, and knowing job by job what actually makes money and what costs more than planned becomes a real headache. Without up-to-date job costing, you're running on gut feel. And you often find out too late.

Then there's progress billing. A job isn't one invoice: it's a deposit, interim progress invoices, change orders to price along the way, a final invoice, retainage, then the punch-list sign-off. Each stage has to be billed at the right time and for the right amount, or your cash flow takes the hit. And in construction, it's not empty order books that bring companies down -- it's cash flow gaps. I'm Amalia Bercot, co-founder and CEO of Sanso, and that's precisely the work we decided to take off tradespeople's shoulders.

Sanso: AI-Powered Financial Admin for Tradespeople

Sanso is an AI-powered financial management service. Put simply: the AI does the heavy lifting. It prepares and sends your invoices at the right time, captures and validates your supplier invoices, follows up with clients who are slow to pay, reconciles your bank transactions, and keeps your job profitability up to date. It's not management software for tradespeople that you have to learn to use once evening comes. It's a service that does the work for you.

Another point that matters: there's no new platform to get to grips with. Sanso plugs into the tools you already use (your accounting software like Pennylane, your bank like Qonto, your inbox, your Excel) and the AI runs in the background. The results show up in your own tools. And you talk to us the way you'd talk to a fellow tradesperson you call in for backup: by email or WhatsApp, in plain language.

The idea fits in one sentence. You delegate the financial paperwork, the AI handles it continuously, and you keep your head on the job site.

Key Capabilities

AI Takes Over Your Progress Billing

This is the core of running a trades business, and it's where Sanso really changes the game. The AI follows the progress of your jobs and prepares each invoice at the right moment: the deposit at signing, progress invoices as the work advances, the invoice for change orders, the final invoice, then the release of retainage once the punch list is cleared. It leans on your quotes to spot what's been committed but not yet billed, so no stage falls through the cracks. In small businesses, around 5% of invoices are quite simply never created: the work is done, but nobody remembered to bill it. With Sanso, that doesn't happen anymore.

AI Keeps Your Job Profitability Up to Date

To know whether a job is profitable, every expense has to be assigned to the right job, even when one supplier invoice covers several jobs at once. Sanso's AI reads each document, understands what it's about, and allocates it to the right job or cost center, including when a document mixes several projects or the line descriptions don't quite add up. Your job costing finally becomes usable, without a single entry on your part. And you see, job by job, what's making money and what's going off the rails.

AI Captures All Your Supplier Invoices

No more chasing invoices for materials, equipment rentals, or subcontracting. Sanso's AI collects them for you across every channel: it reads your inbox and extracts the real invoices (setting aside quotes, delivery notes, and greeting cards along the way), it connects to supplier portals to download the ones only available online, and it picks up the documents you send on a dedicated WhatsApp channel, like a paper invoice photographed right on the job site. Before any payment, it checks for duplicates, consistency with the quote or purchase order, and the VAT amount.

AI Handles Payment Follow-Up for You

Chasing a client who hasn't paid is always an awkward moment, especially when you did the job yourself and you're counting on a good relationship for the next ones. Sanso's AI runs personalized, multi-channel collections (email, SMS, phone), not just a stream of automated reminders. If a client disputes an amount or flags an error, the case is picked up end to end until the payment comes in. You stop playing bill collector, and your cash flow no longer depends on you finding time to follow up.

AI Reconciles Your Accounts in Real Time

For every bank transaction, the AI finds the matching purchase or sales invoice and updates its status. At any moment, you know who has paid, what's pending, and what's overdue, with no manual ticking off on a Sunday evening. It even handles the cases classic automatic matching drops: descriptions that don't line up, amount differences, date gaps between a progress invoice and its payment.

AI Supervised by Humans

Everything Sanso does rests on an AI that learns how your business runs over the months. But on sensitive matters, it never works alone. Our operators supervise, handle exceptions, and settle the tricky cases. Between 80% and 99% of the work is automated, for 100% reliability.

Why Tradespeople Choose Sanso

• You stay on the job site. Invoicing, payment follow-up, and supplier paperwork run in the background, without claiming your evenings or weekends.
• You steer your profitability. Every expense is tied to the right job, and you finally see where you're making money and where you're losing it.
• Your cash flow can breathe. Progress invoices, deposits, and retainage are billed at the right time, and overdue payments are chased without delay.
• No new tool to learn. Sanso works inside your existing tools. No management software for tradespeople to master, no interface to tame.
• No commitment. You start when you want, you stop when you want. No HR risk, no recruiting to run.

How It Works

1. Onboarding. Within a few days, we plug into your existing tools (accounting, bank, email, Excel), without disrupting your jobs.
2. The handover. The AI gets to work: preparing invoices, capturing supplier invoices, following up with clients, reconciling accounts, across the scope you hand over to us.
3. Your rules. You set what matters: when to trigger a progress invoice, which clients to handle with care, which approvals stay in your hands before an invoice goes out or a supplier gets paid.
4. Continuous work. The AI runs 24/7, with no vacation and no weather delays. Nothing piles up, nothing falls through the cracks.
5. Your visibility. Everything lands in your own tools, and you message us by email or WhatsApp whenever you need to.

The Results You Can Expect

Time back, first. One of our clients used to spend four hours a week chasing invoices; today it's a matter of minutes. Those hours go back to the job site, or back home.

Cash flow under control, next. Deposits and progress invoices billed on time, overdue payments chased without delay, bank reconciliation permanently up to date. In short, a view of your cash flow that on-the-fly management simply can't give you.

And a real read on your business. Job by job, you know what's profitable and what isn't -- enough to price your next quotes with the right numbers in hand instead of by feel.

Getting Started

If invoicing is running behind, if you don't really know which jobs are profitable, or if financial paperwork is eating your evenings, let's talk. Within a few days, Sanso plugs into your tools and the AI takes over the whole job, from quote to payment. The simplest way to see what it would change for you: book a call with our team.