Time-to-invoice billing at management consultancies requires manual export of timesheet data, rate lookups, and invoice creation across multiple tools. This fragmented workflow delays cash collection and introduces billing errors.
Automated billing extracts timesheet data, validates rates automatically, and creates invoices in the accounting system without manual data entry. Invoices reach customers the same day the billing period closes.
The full workflow, from trigger to completion.
Workflow is triggered on the last day of the month or on a scheduled date when timesheets are marked complete.
Automation pulls billable hours, consultant names, and project codes API for the completed period.
The automation cross-references consultant and project codes against a master rate table, flags any missing or mismatched rates, and calculates invoice line amounts.
Automation creates a new invoice for each customer, populating line items, amounts, due dates, and tax codes from the validated data.
Finance manager receives a notification with a summary of invoices created and a link to review them before sending.
Once approved, invoices are sent to customers with a standard cover email template.
Invoice numbers, amounts, customer names, and send dates are automatically logged for internal tracking and reconciliation.
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