Billing and invoicing automation for CPA firms streamlines your entire revenue cycle, from initial time capture to final payment reconciliation. It ensures every billable hour is accurately recorded, generates precise invoices for diverse client engagements, and automates payment tracking and follow up. This frees your team from administrative burdens, allowing them to focus on high value client work and firm growth.
We review your firm's current time tracking methods, engagement setups, invoicing templates, and collection processes to identify specific bottlenecks. This includes analyzing how billable hours are captured and converted into client invoices.
We configure the automation rules for your various service lines (e.g., tax, audit, advisory), integrate with your practice management and time tracking systems, and customize invoice templates. Automated payment reminders are then set up based on your firm's accounts receivable policies.
Your billing team and client service managers receive comprehensive training on the new automated workflows for invoice approval, delivery, and payment reconciliation. The system then launches, with initial cycles closely monitored to ensure accuracy and efficiency.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit