A small business accountant 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.
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.
Approximately five hours per month
Reduced errors by automating the billing process
Allowed accountants to focus on higher-value tasks