Projects and billing

Work moves forward. Keep track of billing too.

Check completed work awaiting an invoice, date changes and billable expenses. We connect agreements, work records and invoices around your tools and rules.

Talk to sales See the workflow

A solution tailored to your organization

Horizon project

From the contract to the next milestone

Signed contract

$60,000

Reported progress35%
Amount invoiced$15,000

25% of the contract

Deposit received$0
Signed agreement Project tracking Billing

Work is advancing. The deposit is unpaid.

Check the deposit before committing to the next phase.

Three views, one shared account

Compare what was sold, completed and invoiced.

Project and finance teams do not always use the same tools. Bring their data together to find differences between the agreement, the work and the invoices.

CRM and agreement

01

What was agreed

Contract value, payment terms, deliverables and the owner: start with confirmed commitments.

Projects and time

02

What has progressed

Logged hours, milestones and reported progress provide context for work completed and the next commitment.

Accounting

03

What was invoiced

Compare invoices, payments and agreed schedules to identify what needs checking.

Completed work

Has the completed work been invoiced?

Match completed tasks, agreements and issued invoices. Find what still needs a purchase order, approval or verification before preparing billing.

See the calculation details

Overview as of October 5, 2026

Completed 60 days ago. Still no invoice?

Completed work without an invoice

$18,000

Completed 60 or more days ago

Two projects ready for review

Completion dates recorded in task tracking

Rivage project

$12,000

60 days

No linked invoice

Laurent project

$6,000

90 days

No linked invoice

In progress $30,000Total unbilled $48,000

What stands out

Check what is holding up billing.

The Rivage and Laurent projects have $18,000 of completed work without a linked invoice. They are part of the $48,000 in unbilled work.

What to check next

Find the purchase order and approvals, then prepare billing according to the agreed terms.

Sources · Task tracking + agreements + invoices

Completed status, completion date, value at agreed rates and invoices linked to the same projects.

The billing schedule

Review billing dates when the project changes.

A delay or an early delivery may change the billing date. This example shows possible adjustments based on work progress and contract terms.

Compare three scenarios for this project

CRM · Task tracking · Invoices

Custom example

Boreal project · P-204

Reviewed on

Contract

$60,000

Billing is still planned for October 20.

Original billing schedule

  1. Deposit

    $18,000

    F-1042 · Paid

  2. Main deliverable

    $24,000

    Planned

  3. Final delivery

    $18,000

    Planned

Next invoice

$24,000

Date maintained

On schedule Same amount
Work due by
Acceptance expected

The work should be completed on October 19 and accepted by the customer on October 20.

The agreement determines when to bill

Confirm customer acceptance before preparing the invoice.

Before preparing the invoice

Find what is missing from the record.

Hours and a deliverable are not always enough. Check eligible expenses and supporting records against the agreement.

Billable expenses to track down
Match project purchases and expenses against issued invoices. Confirm what can be billed under the agreement, then gather the supporting records.
Approvals to obtain
A purchase order, delivery acceptance or final approval may still be missing. Identify the person who can confirm it before preparing the invoice.

AI that also reaches out to you

Billie, where you work.

Ask questions in natural language. Billie answers in your tools and highlights what needs your attention. Request a change, then authorize sending with a simple reply, without opening Finaxis.

  • Email
  • Slack
  • Google Chat
  • Microsoft Teams

Finaxis – Billie

You9:41

Billie, which completed projects are still waiting for an invoice?

Finaxis – BillieAPP9:41

Two projects contain $18,000 of completed work with no linked invoice.

Completed work to check for billing

  • Rivage project · $12,000 · Completed 60 days ago
  • Laurent project · $6,000 · Completed 90 days ago

The follow-up to prepare

Confirm final approval of Rivage and Laurent with your project leads.

Let’s find the approvals and purchase order before preparing the invoices.

A shared decision

Confirm the next action with your team.

Check the deposit, expense or acceptance of the work before acting. Your team decides what needs to happen and when.

Finance

Check what can be invoiced

Review terms, amounts already invoiced and payments received together.

Operations

Confirm the work and dates

Validate progress, delivery and the information needed to prepare the next step.

Account owner

Approve the response

Approve the message or decision based on the commitments and relationship.

Guided implementation

A process that fits your tools and rules.

These processes are set up case by case. We choose a specific need with your team, check the available data and agree on the required approvals.

  1. 01

    Choose the first need

    For example, checking work awaiting an invoice or reviewing upcoming billing dates.

  2. 02

    Confirm the sources

    Available connections, exports and information to complete in your tools.

  3. 03

    Define the actions

    Rules, owners, approvals and the limits of what can be automated.

Which handoff between your teams would you like to simplify?

Bring an agreement, your project records and your invoices. Let’s see where the handoff from work to billing can be simplified.

Talk to sales Explore the platform

These examples use fictional data. Tool connections, proposed billing dates and Billie’s actions depend on the implementation agreed with your team. Some examples show custom modules that can be built to your needs. Fees may apply.