ProjectWorks Expense Filing

Track Project Costs as They Happen, Not at Month-End

Consultants forward on-site invoices as they arrive, and expenses are filed in Projectworks instantly for real-time project cost visibility.

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Consultants working on-site receive invoices for travel, meals and materials throughout the month, then face a month-end scramble to locate and enter every receipt.

Autohive solution

Autohive files expenses in Projectworks the moment a consultant forwards an invoice, giving project managers real-time visibility into project costs.

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The Challenge

Consulting work generates expenses continuously, not in one convenient batch at the end of the month. Travel, meals and materials invoices arrive throughout an engagement, and by the time month-end rolls around, nobody remembers what half of them were for.

  • Invoices for travel, meals and materials accumulate throughout a client engagement
  • Consultants face a stressful scramble to locate and enter receipts at month-end
  • Project managers have no real-time view of costs building up against a project’s budget
  • Delayed expense entry means budget overruns aren’t visible until it’s too late to act

The Autohive Solution

Rather than waiting for a monthly cleanup, the agent files each expense the moment it arrives.

Instant Forwarding, Instant Filing

Consultants forward an invoice email to the agent with a simple message, and the expense is filed in Projectworks right away, no batching or waiting required.

Automatic Detail Extraction

The agent lifts vendor, date, amount, GST and reference numbers from each forwarded invoice without anyone needing to type the details in manually.

Live Cost Visibility

Because claims are filed as they happen, project managers can monitor project costs in real time instead of waiting for a month-end report to see the full picture.

Benefits

  • Real-time budget visibility - Project managers see costs accumulate as they happen, not after the fact
  • No month-end scramble - Consultants avoid the stressful rush to locate and enter a month’s worth of receipts
  • Faster reimbursement - Expenses are filed and ready for approval within moments of the invoice arriving
  • Better in-flight budget control - Overruns become visible while there’s still time to course-correct

How It Works

  1. Forward the invoice - Consultants forward a receipt or invoice email to the agent as it arrives
  2. Automatic extraction and filing - The agent extracts the key details and files the claim in Projectworks immediately
  3. Live monitoring - Project managers track costs against the project budget in real time

Getting Started

  1. Sign up at app.autohive.com
  2. Connect your integration from the marketplace
  3. Configure your automation
  4. Deploy your agents

Learn more about ProjectWorks Expense Filing

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