Representative project — professional services firm
Representative project — illustrative of our work, not a verified client engagement.
Invoices were created manually at month-end from timesheets and project notes. Some billable work was missed, invoices went out late, and tracking overdue payments was a manual chore.
A billing platform that generates invoices from logged time, milestones, and retainers, sends them with online payment links, tracks payment status, and sends polite automated reminders — syncing entries to the firm's accounting software.
Billing rules for each client — hourly, fixed milestone, or monthly retainer — are configured once. Draft invoices are generated automatically for review before sending. The accounting integration means the firm's accountant works with the same figures the billing team sees.
Invoices go out on time from accurate data, overdue payments are chased automatically, and month-end involves far less manual reconciliation.
Software designed around your processes — replacing spreadsheets, paper, and ill-fitting tools with a system that fits.
Custom invoicing, billing, and accounting tools — or integrations that connect your operations to your existing accounting system.
Connect your apps, payment gateways, CRMs, and internal systems through APIs so data flows automatically and reliably.