Invoice OCR, categorization and organized documents.
Companies delivering projects for clients often don't know in real time whether a project is profitable. The budget set at the start quickly goes out of date, and the financial summary only appears once the case is closed — when it's already too late to correct anything.
The system continuously aggregates each project's costs and revenue: team hours, subcontractor invoices, milestone revenue. The project manager sees in one view how much of the budget has been used and the forecast through to the end. Alerts appear before the project goes over budget.
Midway through a project, the system flagged that at the current pace the budget would be exceeded by 15%. The manager renegotiated the scope with the client weeks before the deadline, instead of issuing a correcting invoice after the fact.
Automating activities performed manually every day.
Reports and metrics generated automatically, no spreadsheets needed.
Connecting systems so data never has to be retyped by hand.