BILLABLE PURCHASES ARE A BIG DEAL | SO IS THE WORK BEHIND THEM
For organizations that allocate purchases to clients, projects, or intercompany, creating complete billing documentation can be a time-consuming manual process. Teams review payment requests, identify billable purchases, find and copy invoice images, create supporting documents, and verify that nothing was missed.
PivotPrime automates that work.
MANUAL STEPS | ELIMINATED
PivotPrime automatically identifies approved billable purchases and organizes them by client, project, or intercompany. In minutes, it creates professional, client-ready statements with the supporting payment request images included.
No more manually reviewing individual payment requests, building spreadsheets, or finding and copying images,
EXPENSES + IMAGES | CONNECTED
PivotPrime makes supporting documentation easy to navigate. Hyperlinks within the statement connect individual purcahes directly to their corresponding payment requests images, giving reviewers and clients quick access to the backup they need.
REVIEW + DELIVERY | AUTOMATED
Once created, statements can be routed internally for review and approval, then delivered directly to clients or other external recipients—all within the PivotPrime workflow.
MISSED BILLABLE EXPENSES | ELIMINATED
Manual processes make it easy for billable expenses to be overlooked. PivotPrime automatically captures billable purchases and their associated client and project allocations, ensuring they are included and accurately organized in the statement.
CASH FLOW | ACCELERATED
Billing documentation no longer has to hold up invoicing. By automating the process of assembling billable expenses and payment request images, PivotPrime helps organizations get invoices out faster and start the payment cycle sooner.
MANUAL EFFORT | DOWN. PROFITABILITY | UP.
Reduce the time and operating cost of preparing billing documentation, capture billable expenses, and provide clients with complete, professional backup for project-related expenses.