WIP and billing for accounting & tax services
Work in progress by client and job, with hours, billed amounts and write-offs.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Work in progress by client and job, with hours, billed amounts and write-offs.
- Tracks
- Job, Client, Partner, Hours, WIP value, Billed, Unbilled, Last billed, Status
- Flags automatically
- Unbilled 60+ days when Last billed is more than 60 days ago and Status is Active
- Ready to bill when Status is Ready to bill
- Billed when Status is Billed
- Actions and automations
- Create a one-page summary: A short Word summary of this job for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every job for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Related apps and templates
Neuclon for accounting & tax services · All apps and templates
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.