Time tracking and billable hours management requires staff to log hours, managers to review entries, and finance to reconcile against budgets before invoicing. Manual entry, review cycles, and data re-entry create delays and errors that push invoicing out by days.
Automation validates time entries against contract terms, reconciles hours to project budgets in real time, and builds invoices directly from verified data. Invoices reach clients the same day hours are logged, with near-zero re-entry errors.
The full workflow, from trigger to completion.
Staff member submits hours or. The automation platform detects the new entry and begins processing.
The automation reviews the logged hours, project code, and billable rate against the contract and project budget rules. the automation flags any discrepancies or out-of-scope work for human review.
The automation retrieves project name, client name, contract terms, and billing address or a project management tool.
Verified hours and rates are automatically formatted and inserted as line items into a new draft invoice.
A notification is sent to the project manager with a summary of hours, rates, and a link to review the draft invoice.
Once approved, the invoice is automatically sent to the client email address and marked as sent.
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