Cut invoicing time by 12 hours per week
Professional services firm (anonymous) · Professional services
12 hrs
Saved per week on invoicing
3 days
Faster invoice-to-cash
90%
Fewer manual data entries
Challenge
The finance team spent most of Monday and Tuesday building invoices from timesheets, project data, and contract terms. Approvals were manual, and follow-ups on overdue payments were inconsistent. One person could barely keep up as the firm grew. They needed an integrated build, not another spreadsheet macro.
Solution
01AI facilitated discovery with finance and project leads, then matched the firm to a partner team experienced in PSA and accounting integrations. The partner connected project and time-tracking tools, automated invoice generation from completed work and contract terms, routed approvals, and implemented payment reminders and escalation.
Results
Invoicing time dropped from roughly 16 hours to 4 hours per week—a full day back for the finance lead. Invoice-to-cash improved by about 3 days on average because reminders and follow-ups were consistent. Manual data entry was cut by around 90%, reducing errors and rework.
“We finally had builders who understood our billing reality. Between 01AI’s scoping and the partner’s delivery, invoice processing went from hours to minutes.”