Project Expense Billback
Client-ready billing documentation in seconds.
Accelerate project expense billback by transforming SAP Concur Expense and Invoice data into client-ready billing documentation in seconds.
The challenge
Companies absorb missed expenses.
Billable expenses are often scattered across multiple reports, invoices, receipts, and reporting periods. Every missed expense reduces project profitability because costs that should be billed to the client are absorbed by the business.
When billing documentation is assembled manually, expenses are easy to miss, finance teams spend hours chasing receipts, and cash flow is impacted.
Why Billable Expenses are Easy to Miss
Expenses scattered across multiple reports and periods
Supporting documentation spread across systems
Manual billing package preparation
Inconsistent project coding
Multiple employees charging to the same project
Costs allocated across projects and departments
Eliminate Manual Assembly
Generate client-ready billing packages in seconds, not hours.
Capture Every Billable Expense
Ensure every expense marked billable in SAP Concur is included in client billing.
Include Complete Documentation
Automatically attach all required receipt and invoice images.
Accelerate Reimbursement
Provide the documentation clients need to review and approve invoices faster.
Calculate Your Cash Flow Opportunity
Sample starting point - adjust to match your volume.
Enter hours to prep for one project - the calculator will do the rest.
Today
With PivotPrime
That's 95% less time spent preparing client billing documentation.
- With 50 projects per month, your team may spend approximately 75 hrs preparing documentation for billable expenses.
- Without automation, documentation effort typically increases as project volume increases, making growth more difficult to support efficiently.
- PivotPrime automates the preparation of billing documentation, allowing organizations to process significantly more projects without proportionally increasing administrative workload.
- PivotPrime can reduce this work to approximately 4 hrs, returning about 71 hrs to your team.
Build a detailed cash flow analysis using your actual process data and quantify the impact. It's not uncommon for PivotPrime to help organizations recover reimbursable expenses 90% faster—or more.
How USC Consulting Group Discovered $1.35M in Unbilled Expenses
USC Consulting Group had been tracking billable project expenses in SAP Concur for years. After auditing 18 months of historical project activity, they discovered $1.35 million in billable expenses that had never been included in client invoices.
Because the projects had already been billed, most of those expenses could no longer be recovered. The audit revealed how easily billable expenses can be missed when documentation is assembled manually across projects, reports, and reporting periods.
