OneDesk for professional services Finance Professional Services Automation
How does OneDesk help my Finance team?
Pro Services Finance: Maximize Profitability & Client Billing
Resolve Client Billing & Expense Inquiries with Ticketing
Finance teams in Professional Services, OneDesk ticketing is crucial for handling client inquiries about invoices, timesheet details, or project expenses. Clients submit via email or portal. Custom views like 'Invoice Dispute - Client Y' or 'Project Expense Clarification' streamline financial communication. SLAs ensure timely and accurate billing responses. Reporting tracks billing accuracy and payment cycles.
Easy Client Access to Billing for Your Services
Provide your professional services clients with a straightforward portal to view invoices, track payments, and understand billing for your expertise. They can submit billing inquiries or request clarification on charges using specific ticket forms. Live chat can help resolve simple billing questions quickly. This financial clarity builds trust and smooths administrative processes for your firm.
Automate Billing Across All Your Service Projects.
Finance teams in Professional Services firms need to accurately track billable hours, manage project expenses, and invoice clients promptly. OneDesk's automations are essential for this. Our platform helps you set up workflows to automate time tracking submissions and approvals, generate detailed client invoices based on project milestones or hourly rates, and manage expense reporting. Incoming billing questions from clients can be automatically triaged and routed to your finance team for quick resolution. You can also send automated replies for payment confirmations or invoice reminders. OneDesk’s versatile automations ensure healthy cash flow. This is vital for the profitability of your service firm.
Track Finances for Client Engagements
Finance teams in professional services, accurately tracking project costs, billable hours, and client invoicing is essential for profitability. OneDesk provides robust tools to manage the financial lifecycle of your client engagements. Utilize its features for project budgeting, time tracking integration, expense management against projects, and generating invoices or reports for clients. This ensures financial transparency and control. The versatility of OneDesk allows it to adapt to different billing models (T&M, fixed price). Its unique scalability supports growth, handling an increasing volume of projects and financial data.
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