Professional Services

Accounting & Invoicing Platform

Representative project — professional services firm

Representative project: illustrative of our work, not a verified client engagement.

The challenge

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.

The solution

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.

Results

Invoices go out on time from accurate data, overdue payments are chased automatically, and month-end involves far less manual reconciliation.

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