Time and billing reconciliation
Logged time matched to projects and invoices, with unbilled work flagged weekly.
How it works · Time and billing reconciliation
STEP BY STEP
In
Google Sheets
Xero- CRM
- 1
Collect01
Timesheets pulled weekly
412 hours
- 2
Match02
Time matched to invoices
388 billed
- 3
Flag03
Unbilled time listed
24 hours
Human checkpoint
- 4
Report04
Summary to partners
Sent
Out
- Exception list
- Weekly summary
Slack
How it works
01
The problem
Unbilled time slips through between timesheets, projects, and invoices.
Step by step
- 01Collect. Timesheets pulled weekly.
- 02Match. Time matched to invoices.
- 03Flag. Unbilled time listed.Human checkpoint
- 04Report. Summary to partners.
Tools and control
02
Connects
- Xero
QuickBooks- Google Sheets
- Slack
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Flag" step. Everything else runs on rules you agree, with every run logged.
More in Finance
03
Finance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
See the workflowFinance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.