Have customers, rates and projects come together in one system. Invoices, payments and the finished billing sheet for your customer are derived from it automatically. Overlapping or unbilled time never enters the total in the first place.
The Agentic Part
An agent matches the billing log and delivery notes to the same time window, checking each project on its own and keeping other clients separate. A row that does not fit gets flagged for review and stays in place. It excludes overlapping or duplicate entries from billing by itself, before the invoice and billing sheet are created.
Main Features
- Customers, rates and projects in one system
- Rows that do not fit stay in place, flagged for review
- Per-entry validation with the exact error location
- Published billing sheets with scope, totals and a discrepancy check
- Rate cards with validity periods
- Automatic rejection of overlapping work sessions
- Daily rollup into billed, free or overlapping time
- Invoices with payments and their sessions
- Every record fixed to one customer
- Chat-client connection for looking up and logging time
- Safe, repeatable import of an existing time table
- Automatic time derivation from real activity, with break detection
- The billing-sheet layout
- Billing log and delivery notes matched to the same time window
- Each project brought in on its own, other clients stay separate
- Sessions crossing midnight recorded as one piece of work
- Data read in from every client project without changing it
- Re-import without creating duplicate entries
- Billing history preserved through project renames
- Parallel and unbilled time excluded automatically
Use Cases
- Overlapping work sessions used to go unnoticed until the invoice was checked. Now they are rejected automatically before they reach the billing.
- A project folder gets renamed long after it was billed. The billing history stays linked to the project anyway.
- The billing log and the delivery note for a month show different numbers. The agent matches both to the same time window and flags only the row that differs.
- Someone works on two customer projects at the same time. Time marked as parallel work never enters the billing, without anyone having to subtract it by hand.
What we build for you
- Setting up your customers
- Rates and projects
- Each project linked to its data source
- Currency and rate-card validity
- Billing sheet styled to your design
- Access setup and hosting for the connection
- Import setup for hours recorded elsewhere
- Which projects belong to which client, and at what rate
- What information the delivery record carries
- Included projects and customers