What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Professional Services

Bill every hour you work.

You sell hours. Every one that never reaches an invoice is money left on the table. We connect your project tool, timesheets and accounting so work logged in one place becomes a correct invoice in another, with no reconciliation day.

2manual handoffs
0automated
BUILD PROJECTSMATCH HOURSRequestsemail + formsProjectstasks + hoursBillinginvoices
Your people are doing the work of connectors.

Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.

Where the time goes

A client emails a request. A manager builds the project, tasks and assignments by hand. Hours get logged in a separate timesheet app. At month end, someone matches finished work against logged hours before anything can be invoiced.

That match can swallow a day across ten clients. And the hours nobody remembered to log never get billed at all.

One of our recent projects

Marketing Agency Billing Hourly

Twelve active client accounts, Wrike for project and request management, hourly billing for most of them.

The client's request form creates the right Wrike project automatically, template, owner, and custom fields already filled in. Logged hours flow into the invoicing system as the work happens, matched to the right client and project.
Fix mine →See how we work with Wrike

A day with and without the busywork

Same people, same tools. The difference is who carries the data.

Without usWith us
9:00

Without usA client request is turned into a project by hand.

With usThe request form created the project with owner and template.

12:00

Without usHours are logged in a separate timesheet app.

With usLogged hours landed on the draft invoice.

3:30

Without usA phase wraps up and billing waits on someone remembering.

With usMarking the phase complete created the invoice.

Month end

Without usA day is spent matching work to hours across ten clients.

With usAn hour of review on invoices that were already built.

What we take off your plate

01

Projects from the request form

A client request creates the project in Wrike, ClickUp or Basecamp with template, owner and fields set.

02

Time that flows to invoices

Logged hours roll up by client and project and land on the draft as the work happens.

03

Milestones that bill

Mark a phase complete and the matching invoice appears, built from the terms stored on the project.

04

Revenue set up right

A closed deal creates the billing schedule and department tags in Sage Intacct or QuickBooks, with terms carried from the contract.

05

Utilization you can read

Hours, capacity and margin per client in one report, so staffing calls use real numbers.

Tools we connect

Pages for the software we already integrate and automate.

MondayAsanaClickUpTrelloJiraNotionQuickBooksXeroSage IntacctFreshBooksZoho BooksBill.com

Questions we hear

We use several tools. Can you link them all?

Usually. Most firms have a project tool, a timesheet tool and accounting. Connecting those three is our most common job in this space.

Does a person still review invoices?

Yes. The aim is a draft that's right, so review takes an hour instead of a day and you still sign off.

Let's talk

Stop losing hours between logging and billing

Tell us how you get from logged time to a sent invoice. We'll point to the steps that don't need a person.

Let's talk →

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.