BILLING & FINANCE MANAGER · PROFESSIONAL SERVICES

Turn approved timesheets into invoices, without the month-end scramble

Convert approved timesheets into invoices without manual reconstruction
Bill fixed-fee, T&M, and retainer clients from the same platform
See revenue recognition and margin per engagement in real time
Handle multi-currency client billing without spreadsheet reconciliation
Close the books faster with a full audit trail on every invoice

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Billing Dashboard

Live

Invoices Pending

2 days

Time-to-Invoice

$412K

Revenue This Month

Meridian Retail

T&M · Ready to invoice

$28,400

Norwood Partners

Retainer · Auto-scheduled

$14,000

Halloway & Fitch

Fixed-fee · Milestone billed

$62,000

THE WORKFLOW

From an approved timesheet to reconciled payment, automatically

Timesheet approved by the project manager

Once a PM approves a timesheet, it's automatically added to that client's next billing run.

Time Tracking & Timesheets

Billing type applied per client contract

Fixed-fee, T&M, or retainer billing rules are already set on the client record - no manual selection.

Client Billing & Invoicing

Multi-currency invoice generated

Invoices generate in the client's local currency, with tax handling applied automatically.

Client Billing & Invoicing

Invoice sent through the client portal

Clients receive and approve the invoice in the same portal they use for project status.

Client Portal

Payment reconciled automatically

Incoming payments match to the invoice they belong to without manual entry.

Client Billing & Invoicing

Revenue recognized against the fee schedule

Revenue recognition follows each engagement's actual fee schedule, not a flat monthly assumption.

Reports & Analytics

Month-end close from one ledger

Close pulls from one system instead of reconciling CRM, project, and accounting exports separately.

Reports & Analytics

Every action logged on an audit trail

Every invoice creation, edit, and approval is timestamped and immutable.

Compliance & Audit Trails

WHERE BILLING ACCURACY BREAKS DOWN

Six places invoicing accuracy and speed quietly slip

PainReconstructing timesheets into invoices takes days at month-end.

SolutionApproved timesheets auto-populate the billing run.

PainFixed-fee, T&M, and retainer billing live in different processes.

SolutionAll three billing types run from the same platform.

PainMulti-currency invoices require manual FX reconciliation.

SolutionMulti-currency invoicing with automatic FX handling.

PainRevenue recognition is a manual spreadsheet exercise.

SolutionRevenue recognized automatically against each engagement's fee schedule.

PainPayment reconciliation is manual, invoice by invoice.

SolutionPayments auto-reconciled against the invoice they belong to.

PainInvoice history isn't easily auditable if questioned.

SolutionImmutable, timestamped audit trail on every invoice action.

2 days

Average time-to-invoice after approval

34%

Reduction in billing leakage

100%

Audit trail coverage on invoice actions

3×

Faster month-end close

MODULES USED

Built from the CrmLeaf modules billing managers use most

Client Billing & Invoicing

Generate invoices from approved time with contract-based billing rules across fixed-fee, T&M, and retainer clients.

See module

Time Tracking & Timesheets

Approved timesheets flow directly into billing runs so finance teams avoid month-end reconstruction work.

See module

Compliance & Audit Trails

Every invoice action is timestamped for an immutable record of edits, approvals, and billing decisions.

See module

Reports & Analytics

Track revenue recognition, margin, and close-cycle metrics in one reporting layer tied to delivery data.

See module

PLACEHOLDER - REPLACE BEFORE PUBLISHING

[Headline metric - e.g. Month-end close cut from 5 days to 1]

"[Specific pre-CrmLeaf problem]. [Specific result with a number]. [One sentence on what changed operationally]."

[Full Name] · [Role] · [Company Name] · [City, Country]

FAQ