Time and fee tracking per project involves collecting timesheets, validating hours against project codes, looking up billing rates, and calculating invoiceable fees. Manual spreadsheet work creates errors, delays invoice delivery, and consumes significant finance team capacity.
Automation validates timesheets automatically, retrieves billing rates from contracts, calculates fees without manual formula errors, and flags scope creep before invoicing. The result is faster, more accurate invoices and recovered time for higher-value finance work.
The full workflow, from trigger to completion.
A team member submits hours or a form, or the end of the billing period is reached. The automation is triggered immediately.
The automation retrieves the project code, team member role, and agreed billing rate and a linked rate card. No manual lookup needed.
The automation checks that the project code exists, hours are within expected range, and the team member is assigned to that project. Flags any anomalies.
The automation multiplies hours by the rate, applies any discounts or caps from the contract, and sums fees by project. All math is done in the workflow.
The automation compares calculated fees against the project budget ceiling. If fees exceed the limit, the workflow pauses for manual review.
The automation creates a draft invoice with all line items, project codes, and fees pre-populated. No manual data entry.
A message is sent to the project manager with a summary of hours, fees, and a link to the draft invoice for final review and approval.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.