Time tracking and billable hours management requires manual export, validation, rate reconciliation, and invoice creation across multiple systems. This fragmented workflow introduces errors, delays invoice delivery, and consumes significant finance staff capacity each week.
Automation validates time entries in real time, applies correct rates automatically, generates invoices directly in accounting software, and logs billable hours to the CRM. The result is faster invoicing, higher accuracy, and immediate visibility into project profitability.
The full workflow, from trigger to completion.
A consultant submits a time entry for a billable project. The entry includes project code, task, hours, and date.
The automation platform retrieves the time entry and looks up the associated project, consultant, and billable status.
The automation checks the entry for completeness, verifies the project code exists, confirms billable status, and applies the correct hourly rate from the rate card stored.
If the entry is complete, billable, and has a valid rate, proceed to invoice creation. If not, flag for manual review.
The automation creates a new invoice line item with the consultant name, project, hours, rate, and total amount. The invoice is linked to the correct client.
The automation logs the billable hours and revenue amount to the project record for real-time profitability tracking.
A message notifies the finance team that a new invoice line has been created and is ready for final review and sending.
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