Phase and retainer billing
Automated invoice runs tied to project phases, retainer draws, and reimbursable expenses — issued on a schedule you set.
Industries
Architectural firms
Project billing, retainer tracking, and client invoicing kept on schedule.
What we see in this industry
Design work bills in phases, and every phase has its own paperwork. We build the structure and automations that keep project billing moving without a principal chasing timesheets on a Sunday night.
- Faster invoicing turnaround at the close of each phase
- Fewer unbilled reimbursables and missed retainer draws
- One place to find every project document
What we offer
Project file structure
A consistent SharePoint or OneDrive structure per project, with drawings, contracts, and approvals filed where anyone can find them.
Consultant and sub invoicing
Intake, approval routing, and payment tracking for consultant invoices so nothing sits in an inbox.
WIP and profitability reporting
Work-in-progress, fee-versus-effort, and realization reporting refreshed automatically each month.
Your custom GPT technology stack
We configure a custom GPT working layer around SharePoint, Power Automate, QuickBooks, Power BI, Deltek Vantagepoint. The final design depends on your document and transaction volume, system access, approval limits, reporting needs, regulatory constraints, and required human review. The GPT helps retrieve, classify, summarize, and prepare work while your approved business systems remain the source of record.
Other industries we serve
Independent brokerage firms
Commission tracking and client documentation without the manual chase.
Auto dealerships
Multi-location reconciliation and reporting brought into one system.
Restaurants
Vendor invoicing and payment follow-up so owners can run the floor.
Spas & gyms
Membership billing, dues follow-up, and reporting on autopilot.
Paving & trade contractors
Job costing and invoicing that keeps pace with jobs in the field.
Let's look at your back office
Tell us where the paperwork piles up. We'll show you what can run on its own.
Book a conversation