Pre-Built Solution
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.
See it in action
How it works
Features
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.
ERP Integration
Connects directly to NetSuite, Oracle, SAP, and other ERPs. Time tracking data flows automatically, with no exports and no re-keying.
Daily Customer & Project Sync
New customers and projects are automatically detected in your time tracking tool and synced to your ERP every day.
Discrepancy Flagging
Billing discrepancies (rate mismatches, missing approvals, unlinked projects) are flagged automatically before invoices go out.
Eliminates Manual Reconciliation
Stop exporting hours to spreadsheets, applying rates, and checking against ERP records. The system does it all, automatically and accurately.
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.