Time tracking and billable hours processing involves collecting consultant timesheets, validating them against project rules and rate cards, and converting them into client invoices.
Automation collects timesheets, validates billability rules and rates automatically, generates draft invoices in accounting software, and flags exceptions for human review. The result is same-day invoicing, zero manual data entry errors, and real-time revenue visibility.
The full workflow, from trigger to completion.
A timesheet is submitted via email or uploaded to the shared folder, triggering the automation.
The automation pulls logged hours for the week, grouped by consultant, project, and client.
The automation checks each entry against project billability rules, non-billable time caps, and client-specific discounts stored.
The automation applies the correct hourly rate from the project rate card and any negotiated discounts, calculating the billable amount.
The automation creates a draft invoice with validated line items, totals, and client details.
The finance manager receives a notification with a summary of the invoice and a link to approve or reject it.
Once approved, the invoice is automatically sent to the client and marked as sent.
The automation logs the invoiced hours and revenue and updates project profitability dashboards.
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