Automated Billing System Case Study

Background

A mid-sized accounting practice was struggling with manual billing. Typing up bills and tracking time manually was inefficient and prone to errors. Manually entering and sorting billable hours was wasting time and causing inaccuracies. The practice needed a streamlined solution to handle billing more efficiently.

Solution

The system collects monthly timesheet data and automatically generates bills with client addresses, detailed descriptions, prices, and dates. These bills are then sent to the accountant for review and approval. Upon approval, the system emails the finalized bills to clients, where QR codes and linked payment options can be included.

The Results

Time Saved

Approximately five hours per month

Accuracy

Reduced errors by automating the billing process

Efficiency

Allowed accountants to focus on higher-value tasks

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