BILLABLE EXPENSES | AUTOMATICALLY ASSEMBLED - Fast!
Multiple expense reports, project-level expenses, allocations, and receipt images—assembled in minutes.BILLABLE PROJECT EXPENSES
ASSEMBLE AUTOMATICALLY
PivotPrime automates the assembly of billable project expense documentation
from Concur data.
- Receipt images automatically included for every billable expense
- Billable expense data consolidated across multiple Concur expense reports
- Accurate allocations applied at the project level
- Client-ready documentation assembled in minutes, not days
- Securely shareable via encrypted hyperlink
No manual assembly. No missing documentation. No billing delays.
Billable Project Expenses Are a Critical Trust Point
When project work is complete, invoices should be ready to send—but billable project expenses often delay billing. Reimbursable expenses such as travel, meals, and project costs still require documentation, receipts, and validation before invoicing. For professional services firms, accurate expense billing is a trust signal for clients. PivotPrime ensures billable expenses are complete, accurate, and client-ready, helping teams deliver invoices that meet strict requirements without slowing billing cycles.
Where Manual Review of Concur Data Slows Billing
Concur captures expense data efficiently, but billing often waits while teams manually review and assemble that data for invoicing. Finance teams must identify the correct project, confirm allocations, manage currencies, and gather receipt images. This work typically happens in stages, stretching billing timelines from hours into days or weeks. As project volume grows, these manual steps become a consistent source of delay.
Automated Backup Documentation – Receipts Included
PivotPrime extends the value of Concur by automating how billable project expenses are prepared for invoicing. Expense data flows directly from Concur into client-ready reports, with automated validation, currency conversions, and receipt images included by default. Reports are customized to meet each client’s formatting requirements and delivered as a single, professional document—ready for billing in minutes, not days.
Faster Billing, Better Cash Flow, and Scalable Growth
By automating the manual review and assembly of billable expenses, PivotPrime reduces billing turnaround time by up to 50%. Invoices go out faster, cash flow improves, and finance teams gain capacity without adding headcount. Professional services organizations can support higher project volume while maintaining accuracy and compliance—while clients receive clear, well-documented invoices that rarely require follow-up.
