The Challenge
For professional services firms, invoicing accuracy directly affects revenue and client trust. Yet generating a correct invoice typically requires pulling data from timesheets, task assignments, expense claims, and rate cards—then reconciling them manually.
- Correlating timesheet entries with client billing rates requires checking multiple data sources
- Discrepancies between hours logged and hours invoiced go undetected until clients dispute invoices
- Expense claims linked to billable projects often miss the billing cycle due to processing delays
- Manual billing report preparation takes finance staff hours each billing period
- Late or inaccurate invoices damage client relationships and delay cash flow
The Autohive Solution
Autohive automates the entire billable hours reconciliation process using the ProjectWorks integration, bringing together all the data points needed to generate accurate, timely invoices.
Unified Billing Data Retrieval
Pull timesheet entries, task assignments, expense claims, and invoice records from ProjectWorks in a single workflow. No more toggling between screens or exporting spreadsheets to cross-reference data.
Hours-to-Invoice Matching
Automatically match hours logged in timesheets against the amounts on existing invoices for each client and project. Identify where billable hours have been missed, under-billed, or over-billed before the invoice goes out.
Discrepancy Detection and Reporting
Flag specific entries where logged hours don’t align with invoiced amounts. Generate a discrepancy report that finance teams can act on before invoices are sent—reducing disputes and rework.
Detailed Billing Report Generation
Produce structured billing reports that break down hours by project, module, task, and team member—complete with applied billing rates and expense totals. These reports are ready for review, client delivery, or upload to accounting systems.
Benefits
- Faster invoicing cycles - Reduce billing period time by automating data collection and reconciliation
- Improved revenue accuracy - Catch missed billable hours before invoices are finalized
- Fewer client disputes - Send invoices backed by validated, detailed supporting data
- Stronger financial controls - Systematic discrepancy detection creates a more rigorous billing process
- Less manual effort - Free finance staff from repetitive cross-referencing and report generation
How It Works
- Connect ProjectWorks - Authorize the ProjectWorks integration in your Autohive workspace
- Define billing rules - Map client billing rates to project types, task categories, or team members
- Run reconciliation workflows - Trigger automated matching of timesheets against invoices at the end of each billing period
- Review discrepancy reports - Finance staff review flagged items and approve or adjust before invoices go out
- Generate final billing summaries - Produce client-ready billing reports and export to your accounting system
Getting Started
- Sign up at app.autohive.com
- Connect ProjectWorks from the marketplace
- Configure your billing reconciliation automation
- Deploy your agents and close more billing periods on time
Learn more about the ProjectWorks integration and all the ways it can streamline your professional services operations.
