• 42% of services revenue leakage comes from unbilled or under-billed hours
• 37% of project invoices contain errors -0 all traced to manual data handling
• Invoices leave finance an average of 5 days after period close
• Time tracked in Asana does not reach the invoice automatically
• Rate cards and billing rules live in spreadsheets, not in the system
• Finance chases delivery for data at every period end
• Margin and utilisation are invisible until the project closes

Work-to-Invoice connects time data from the work management or project management system to your finance system in one governed flow. Every hour captured, rated, approved, and invoiced - without manual handling at any stage. Configured in minutes by business stakeholders not IT, with the user-friendly no-code intuitive interface.

Solution capabilities

Rate: full engagement model library supported:

• Time & Materials (T&M)
• Fixed price
• Milestone-based
• Retainer / monthly recurring
• Capped T&M
• Blended rate
• Role-based tiered pricing
• Cost-plus

Rate cards managed centrally by finance. Role and grade hierarchies enforced per project and client. Rate versioning with effective dates - historical rates preserved, future rates staged. Client-specific overrides configurable without breaking the master rate structure. Budget vs. actuals visible in real time. Over-budget alerts fire automatically. Utilisation and margin tracked at project, role, and portfolio level.

Approve: multi-tier approval workflows configurable by firm structure:

• Line manager approval for time submission
• Project manager sign-off before billing period closes
• Finance review and period-close controls
• Client approval workflow for T&M and milestone billing
• Dispute and return flow with comments and audit trail

Approval routing rules set by engagement type, value threshold, or client requirement. Period locked on schedule. Full audit trail maintained across every approval stage.

Invoice: intuitive invoice builder with full line-item control:

• Pick and select billable items from approved timesheets
• Group by role, grade, period, project, or cost category
• Exclude, defer, or split line items before finalising
• Apply discounts, write-offs, or adjustments with reason codes
• Add fixed-price milestones alongside T&M lines in one invoice
• Attach supporting timesheet detail as PDF appendix
• Generate to your client-specific template and branding

Invoice pushed directly to accounting system. Status synced back to work management platform on send, view, and payment. Overdue tracking and reminder automation included.

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• No more revenue left unbilled — every tracked hour accounted for
• Invoice cycle cut from days to minutes
• Finance and delivery working from one version of truth
• Margin and utilisation visible from day one, not project close
• Full audit trail for every billing period