We fill your finance seat with a person who knows services books. Agents draft every invoice from approved time, on each client's terms. Your person checks each one, takes write-offs to you, and reports profit by project every month.
62,119 job postings in our pulls name QuickBooks, and 41.5% of them also ask for Excel. US postings, Mar 22 to Oct 3, 2026, from our own pulls. The full report
Retainers, fixed fees and hourly clients all bill differently, so billing day takes three days.
Draft every invoice from approved time, on each client's own terms.
Sets up each client's terms once, and checks every invoice before it goes.
Finished work sits unbilled because nobody pulled the time together, and it slips into next quarter.
Match expense receipts and card charges to the client and project.
Lists unbilled time and expenses by client every month, so nothing slips.
You cannot tell who has room for the next project and who is stretched thin.
Keep payments and costs coded to the right client and project.
Reports the billable share of each person's hours every month, from your time tool.
Revenue is up, cash is tight, and the big invoices are 60 days late.
What aging report meansMatch payments to invoices and send overdue reminders.
Calls on the large overdue invoices, and reports profit by client and project by the 10th.
Your person checks every line the agents do. The agents never make the judgment calls.
Get candidates for this seatWork with a right answer goes to software from week one. Your person checks every agent result and keeps the judgment calls. Anything that moves money waits for a person.
The same list every month, checked by your person before it reaches you. The hours report shows the routine share moving to the agents over time.
The agents connect to 6 of the systems services firms run on. Your person logs into the rest, like any employee you give a login to.
Turns approved time into invoice drafts and matches payments.
Connected with a user you create
The same invoicing and matching, if your books are in Xero.
Connected with a user you create
Client card payments matched back to their invoices.
Connected with a restricted key
Expense reports and receipts coded to the client and project.
Connected with a key you create
Contractor and vendor bills entered and queued for approval.
Connected with a key you create
Card spend and receipts coded as they post.
Connected with a login you approveExports the approved time the agents turn into invoices.
A login you give themExports the approved time, the same way.
Shared with them like anyone elseChecks project status before a milestone invoice goes out.
Shared with them like anyone elseLooks up client terms and contacts for billing.
A login you give themWorks in it like any employee, and the agents keep the payroll entries in the books.
Shared with them like anyone elseEvery connection uses a login, key or app you create, and you can switch it off at any time. Your books stay in your own software the whole time. All 15 systems the agents connect to
The same person and agents, sized to the job you posted. Each role page shows what that posting usually asks for and what the seat really costs.
Billing day, collections and the clients who pay late.
The accounts receivable seatSmaller firms: invoices, bills, bank matching and the close.
The bookkeeper seatLarger firms: project profit, utilization and cash planning.
The controller seatMedian posted pay from the US postings we read in full for each role. A seat costs more than its pay once you add payroll taxes and benefits. What loaded cost means
Not directly. Time tools are not among the systems the agents connect to. Your person exports the approved time, and the agents turn it into invoice drafts in QuickBooks or Xero. Nothing goes to a client until a person checks it.
You do. A write-off is a judgment about the client, so software never makes one. Your person flags the invoices that need a decision and applies what you decide.
That is the part your person sets up and checks. Each client's terms are written down once, and the agents draft every invoice on those terms.
Only the routine reminders, on the schedule and in the words you approve. The large overdue invoices get a call or a note from a person.
Then we size the seat that way. We sort your posting first, duty by duty. If the agents take enough of the routine, the seat is part time and you pay for those hours only.
Pick the role and leave your work email. We find your posting from your company and send you matched candidates, free.
