What problem does it solve?
Billing and revenue recognition are often manual, error-prone, and time-consuming in professional services. This skill automates the end-to-end processes for generating invoices, applying contract rates, and scheduling revenue recognition, reducing disputes and audit findings.
Core Features & Use Cases
- Draft invoices from approved timesheets, expenses, and milestone completions across time-and-materials, fixed-price, and retainers.
- Enforce rate cards and contract terms to prevent incorrect billing and ensure pricing accuracy.
- Schedule and post revenue recognition in accordance with project type (percentage-of-completion, milestones, straight-line).
- Support multi-entity billing, currency handling, taxes, and client-specific preferences to scale across the organization.
Quick Start
Tell the AI to generate draft invoices and revenue journals for all active engagements using approved timesheets.