Time tracking and billable hours management requires finance teams to manually collect, classify, and invoice hours across multiple projects and clients. Manual classification and invoice entry are error-prone and consume significant weekly effort.
Automation classifies billable status based on project rules, builds invoice line items directly in accounting software, and reconciles hours against budgets. The result is faster invoicing, fewer errors, and better capture of billable time.
The full workflow, from trigger to completion.
The automation detects when time entries are logged and marked as ready for billing.
The automation pulls all time entries from Toggl, extracts project, client, and duration fields, and validates data completeness.
The automation reviews project rules and entry metadata to automatically classify each entry as billable or non-billable, flagging ambiguous cases.
The automation queries project budget limits and flags any entries that would exceed the approved hours.
Billable hours are automatically formatted and inserted as line items invoices with the correct client, project code, and rate.
Non-billable hours are automatically appended tracking log for cost and productivity reporting.
A summary message is posted confirming invoice creation, billable hours total, and any flagged items requiring human review.
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