OneDesk for professional services Finance HelpDesk
How does OneDesk help my Finance team?
Manage Engagement Finance Tickets, Client Billing Communication, and Project Accounting Service.
Accurate Client Invoice & Project Budget Ticket Tracking Benefits.
Professional Services Finance manages client billing and expenses. OneDesk converts emails about invoices or timesheets into tickets. Use custom views to filter tickets by client project or consultant. Set SLAs for resolving billing questions. Reporting tracks project profitability metrics and expense queries.
Client Billing Portal, Expense Submission Forms & Engagement Finance Knowledgebase.
Consultants needing help with timesheets, expenses, or understanding project billing need clear guidance. The OneDesk employee portal allows them to submit finance-related inquiries. Staff track query status online. The knowledgebase provides detailed guides on timesheet submission, expense policies, and client billing procedures. Live chat offers quick answers for simple questions about expense categories or timesheet deadlines.
Automate Client Billing Routing, Expense Approval Workflows & Project Accounting.
Manage financial processes specific to professional services effectively with OneDesk automations. Create workflows for client invoicing project budget tracking utilization reporting or partner distribution calculations. Automatically triage requests linking project delivery and Finance perhaps by client engagement ID project manager or service line. Route specific questions about project profitability billing milestones or expense policy adherence directly to the finance controller or project accountant. Use auto-replies confirming invoice query receipt. It enhances financial management of engagements.
Accurate Engagement Financial Management Support.
Manage engagement finances accurately in professional services firms with OneDesk's integrated help desk. Its features track client invoicing project profitability utilization reporting ensuring financial health. The versatility provides clear visibility into engagement financial performance. Need better control over project budgets and billing? OneDesk facilitates financial management. It scales to handle the complexities of large diverse client portfolios.
Get started free
Evaluate OneDesk for yourself with our completely free 14-day trial.
