Practice management
Automated billing for accounting firms
Simplify the way you bill your clients. TAXY automatically generates invoices based on the services provided, tracks payments and provides clear cash-flow reports.
Automatic invoice generation
Payment and cash-flow tracking
Accounting system integrations
How does automated billing work?
krok 1
Services provided are tracked automaticallykrok 2
Invoices are generated according to preset ruleskrok 3
Invoices are sent to clientskrok 4
Payments and reminders are trackedkrok 5
Automatic cash-flow reportsIntelligent billing
Invoices generated automatically
Client billing in TAXY is fully automated. The system tracks the services provided, automatically generates invoices according to preset rules and sends them to clients. It tracks payments, generates reminders and provides clear cash-flow reports. Accounting firms save time on admin and can be sure no invoice is ever forgotten.
Automatic tracking of services and hours
Intelligent invoice generation
Payment system integrations
Start with automated billing
Automate your billing process and save time on admin. All invoices are generated and sent automatically.
How the billing process changes with automation.
Manual billing vs. automated billing
Manual billing
Creating every invoice by hand
Forgotten invoices and services
Time-consuming payment tracking
Errors in calculations and rates
An outdated view of cash flow
Automated billing
Automatic generation of all invoices
No forgotten services or invoices
Automatic payment tracking and reminders
Accurate, error-free calculations
A real-time view of cash flow
The benefits of automated billing
Modern billing brings accuracy and time savings.
Automatic tracking
The system automatically tracks services provided, hours worked and other items to be billed.
Intelligent generation
Invoices are generated automatically according to preset rules, rates and terms for each client.
Payment tracking
Automatic payment tracking, reminder generation and clear reports on cash flow and unpaid invoices.