Time logged from memory
Entries were written days late.
Billing and time entry for firms that lose revenue between the timesheet and the invoice
Accounting billing and time entry automation that drafts invoices from the hours your team logged
A firm may bill one client by the hour, another a fixed monthly fee and a third a quoted project price, and a time entry means something different under each of them. BoldBellows records the engagement, the billing basis and the staff member behind each time entry before any invoice line is drafted, flags entries with no engagement or an unusual duration, leaves rates and write-downs to the partner and never sends an invoice on its own, then follows your own fee schedule: staff log time in the tool they already use, the route checks each entry against an open engagement, reminds people about missing days, groups approved entries by client, drafts invoice lines at the rates you set and puts a draft in front of the partner with the unmatched entries listed beside it. This accounting billing and time entry automation workflow sits between the timesheet and the invoice, which is where most unbilled time disappears.
View Pricing
From $1,665, paid once. Billing and time entry.
Four checks every Accounting Firm billing and time entry run must pass
- Time to engagements no entry without a home
- Billing basis honored hourly, fixed or retainer
- Approval before sending a partner signs every draft
- Gaps surfaced missing days are listed
- No lock-in The configuration stays yours if you stop working with us
- Nothing recurring your first payment of $1,665 is the last one we ask for, apart from extras you choose
01 · the unbilled-hours problem
Time that never reaches an invoice is work your firm gave away
Hours slip out of a practice in small ways. A senior writes her week from memory on Friday evening, a junior logs time under a general code because the engagement was not set up yet, and a client with a fixed monthly fee still needs its time tracked to know whether the fee is right. By the time invoices are drafted, the month is over, the partner is rushing, and nobody wants to be the one who asks why a client's hours look thin.
Hours on a general code
No engagement had been set up.
Fixed fees with no time record
Nobody knew if the fee was right.
- The same change can land more than once
- Invoices are built from memory and the last-minute spreadsheet
- Nobody sees unmatched time until the month is over
- What is already there is found by the engagement, the staff member and the entry date
- Each entry is matched to an engagement when it is logged
- The partner reviews a draft with exceptions already listed
02 · how it works
How logged hours become a draft invoice a partner can approve
What reaches Billing and Time Entry has passed a rule, a key check and a search.
- 01
Open the event properly
Identifiers and time are recorded, the source state is read and the client request is assessed against the route brief.
- 02
Collect, match, remind
Entries are collected, matched to engagements and returned to staff when they do not fit.
- 03
Group, draft, hold
Approved entries are grouped by client, drafted at your rates and held for the partner.
Where Accounting Firm draws the line for billing and time entry
Billing basis differs by engagement
Hourly, fixed-fee and subscription engagements are billed differently, so the build maps each engagement's billing basis first and turns time into draft invoice lines that a person reviews before anything is sent.
Fixed fees still need hours
A fixed-fee engagement bills one amount whatever the hours, so the route keeps its time for review and drafts the agreed fee rather than a total of hours.
Safe to repeat
Repeating an event is harmless because Billing and Time Entry is consulted through the engagement, the staff member and the entry date before any change.
03 · what ships in the build
Inside the billing route: the parts that match, draft and hold
Clear is the minimum for live use; Careful and Continuous add the parts that matter once volumes grow.
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Entry rule checker
Tests every event against the entry rule and records which clause it passed or failed.
ClearStable identity ledger
Keeps one entry for every Accounting Firm item the billing and time entry route has handled, with the outcome beside it, so a repeat is recognized.
ClearRedaction rules
Applies redaction rules for sensitive Accounting Firm values before anything leaves for Billing and Time Entry.
ClearEngagement matcher
Classifies each arrival against the engagement, the staff member and the entry date, leaving ambiguity to a named owner.
CarefulInvoice line drafts
Applies the billing basis to grouped entries.
CarefulRate and basis matrix
Holds rates, fixed fees and retainers.
CarefulRealization ledger
Compares hours logged with amounts billed.
ContinuousMissing-time monitor
Lists staff days with no entries.
ContinuousOpen-case summary
Gives the route owner a short summary of open cases and their ages.
Continuous04 · who it's for
For multi-partner firms, then for those who turn logged hours into invoices that need no rework: collect time against the right engagement, draft the lines on its billing basis and let a partner approve the total
The people who log time want it to be quick, and the people who sign invoices want to trust the hours behind them. Accounting billing and time entry automation optimization comes later, from the realization numbers.
Managing partner
"Approve invoices that are ready."
Drafts arrive with exceptions listed.
Staff accountant
"Log time without a chase."
A reminder arrives when a day is empty.
Billing coordinator
"Stop rebuilding invoices."
Lines come from the entries.
Practice manager
"See where hours go."
Time is tied to engagements.
Bookkeeping lead
"Track fixed-fee work."
Hours are kept even when the fee is flat.
Tax manager
"Keep busy-season time honest."
Entries match the right return.
Priced by time entries, engagements and draft invoices
Cost your billing route, one fee schedule at a time
How far should Accounting Firm billing and time entry go? Each answer below moves the price from its opening $1,665.
View Pricing
- One setup fee
- Range shown first
- PDF handover included
05 · compare your options
Timesheets pieced together on the last day of the month from memory and calendar entries, zap or a billing route that matches time to engagements, drafts invoice lines and holds them for approval: which carries Accounting Firm into Billing and Time Entry?
Each can store hours. Only one matches them to an engagement, honors the billing basis and stops at a draft.
| How time goes missing | Month-end invoicing | Rates by habit | Our billing route |
|---|---|---|---|
| What starts the work | Somebody with a spare minute | Events without a qualification step | A client request matching the route brief |
| How identity is decided | Hunted through both tools | Email alone | Engagement, staff member and entry date |
| What reaches Billing and Time Entry | Whatever seemed important | One row of raw values | A draft invoice line at the agreed rate, held for approval |
| After an uncertain result | Left for the next person | Reports an error, nothing more | Searches, compares, repairs or hands to a named owner |
Late event, settled state
A notice that arrives after the record has moved on is logged and closed; the draft invoice in Billing and Time Entry stays correct.
A staff member logs time to an engagement that has ended
The entry is returned to its author with a note, nothing reaches the invoice, and the practice manager sees it on the exceptions list. The verdict comes from the engagement, the staff member and the entry date: absent, matching, differing or ambiguous, all recorded. The result is recorded either way, so the decision can be audited.
The engagement, the staff member and the entry date goes in first, then the mapping, then the branches.
Pricing
Build your Accounting Firm to Billing and Time Entry price
Pick a package, answer three short questions about how Accounting Firm data should reach Billing and Time Entry, and your price and turnaround move as you choose.
06 · process & getting started
Six steps from last-minute timesheets to drafts you can review
No surprises: six steps, with the output of each one agreed in advance.
- Step 01
Read how time becomes an invoice
We follow one month of timesheets through to invoices and note where hours go missing or change.
- Step 02
Approve access
Day one is practical: a restricted account in Accounting Firm, narrow rights elsewhere, and a short list of keys that tie the records together.
- Step 03
Agree the fee schedule
Rates, billing bases, rounding rules and who approves which kind of invoice are written out first.
- Step 04
Prove it on a copy
Every path, including the failing ones, is run against a copy of Billing and Time Entry before production is switched on.
- Step 05
Launch with notes
We launch at a checkpoint, watch the first runs with you, and deliver the written handover.
- Step 06
Live check-in
We compare live behavior with the brief and update the handover wherever reality differed.
07 · turnaround
Delivery times for each Billing and Time Entry package
Days are counted once we can sign in to Accounting Firm with the rights we asked for.
Clear
6 to 10 business days
Careful
10 to 16 business days
Continuous
16 to 24 business days
08 · before we start
What you bring to the start
An Accounting Firm login or token that can read what the route needs
Access to the time and billing records in your practice management or accounting software, your fee schedule and the list of open engagements
Approval to read the Accounting Firm fields listed in the map
Your current manual steps for this client request, so we can match them
Who signs off the handover notes at the end
A backup contact for approvals
09 · security and ownership
Secure by being small: few fields, few permissions
Reads are limited to the Accounting Firm data the billing and time entry work needs, and every write lands in a place you approved in advance.
Only what the platforms allow
Every action taken in Accounting Firm and Billing and Time Entry is one their own documentation supports; nothing relies on an unofficial shortcut.
Scoped, revocable access
The integration user or token carries only the rights the route requires.
A deliberately small payload
Keeping the payload small reduces risk and makes each write to Billing and Time Entry faster to check and easier to repair.
Reconcile, do not resend
A retry reconciles what Billing and Time Entry already holds against what was intended, then writes only the difference.
Minimal logging
Log lines name the record and the result; they do not reproduce the record.
Full handover
You are not tied to us: the configuration sits in your accounts.
10 · verified reviews
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and sales to support and operations.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
11 · questions
Billing and time entry: what partners and billing teams ask
Before you commit, here is what buyers most often want confirmed.
Could a no-code Accounting Firm zap handle billing and time entry?
A zap delivers time that lands on the right engagement and invoices that are ready for a partner to review. It leaves you to match an hour to an engagement, apply the billing basis or catch an entry with no home. It is that layer the packages price.
Do you work as an accounting billing and time entry automation agency or as an accounting billing and time entry automation consultant?
We are closer to an accounting billing and time entry automation specialist: one finished build and a written handover, not an open-ended retainer.
What does the accounting billing and time entry automation service cost?
The accounting billing and time entry automation cost starts with the entry tier shown above and rises with branches, history and monitoring.
How does accounting billing and time entry automation setup begin?
With a read of one month of timesheets; accounting billing and time entry automation implementation then follows the six steps on this page.
Can we get custom accounting billing and time entry automation for our own fee schedule?
Yes, the accounting billing and time entry automation integration is built around your rates, billing bases and rounding rules.
Do we need an accounting billing and time entry automation developer, or should we hire accounting billing and time entry automation expert help?
No in-house developer is needed; our team builds it once and your billing coordinator runs it afterward.
What if an entry cannot be matched?
It goes back to its author, and this is the core of accounting billing and time entry automation error handling in this build: nothing unmatched reaches an invoice.
Which Accounting Firm fields does billing and time entry read, and who approves them?
Yes, at no extra cost. A written map shows which Accounting Firm fields feed billing and time entry and where each lands, and it is signed off first.
Will billing and time entry in Accounting Firm respect our own conditions?
Yes. Tell us the rules and Accounting Firm billing and time entry follows them; the entry package is $1,665.
Who keeps billing and time entry working when Accounting Firm updates?
We document each dependency. When a platform alters something, only the records touching it pause, and you are told which. Fixes beyond the review period are priced on their own.
Draft invoices from the time you logged
Give your team invoices drafted from hours that were matched on entry
Send us the trigger, the outcome and the name of whoever owns exceptions. A fixed price for Accounting Firm billing and time entry begins at $1,665.
Need something the packages do not cover? Tell us and we will quote it.