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Billing Automation

Invoice & ERP Integration

Our pre-built Billing Automation system eliminates the manual cycle of exporting time tracking data, reconciling hours and rates, and re-entering it all into your ERP (NetSuite, Oracle, SAP, and others). Invoices are triggered with a single Slack or Teams message — no spreadsheets, no manual exports, no re-entry errors.

How it works

What's included

One-Click Invoice Triggering

Trigger invoices with a single Slack or Teams message. No logging into your ERP, no data entry, no manual reconciliation.

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ERP Integration

Connects directly to NetSuite, Oracle, SAP, and other ERPs. Time tracking data flows automatically — no exports, no re-keying.

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Daily Customer & Project Sync

New customers and projects are automatically detected in your time tracking tool and synced to your ERP every day.

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Discrepancy Flagging

Billing discrepancies — rate mismatches, missing approvals, unlinked projects — are flagged automatically before invoices go out.

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Eliminates Manual Reconciliation

Stop exporting hours to spreadsheets, applying rates, and checking against ERP records. The system does it all, automatically and accurately.

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Full Audit Trail

Every billing transaction is logged with timestamps, approvals, and change records. Clean data for finance, compliance, and client disputes.

Get started

Ready to get started?

Schedule a free Smartsheet health check and let's explore how we can tailor Smartsheet to meet your unique business needs.