Find billable work
Collect approved, unbilled records for the customer and billing period.
Eos solution
Prepare invoice drafts from approved billable hours
Eos finds approved, unbilled work, applies the project’s billing terms and rates, exposes exceptions, and prepares a draft for finance review. The result remains tied to the records that earned it.
The operating problem
Replace manual assembly with a controlled process
Invoice preparation slows down when finance must reconstruct delivery from time entries, contracts, spreadsheets, holds, and email. Eos brings that evidence into a governed handoff.
How it works
Understand, apply policy, and hand off
Apply terms and surface exceptions
Use configured rates and terms while exposing holds, exclusions, disputes, or missing information.
Prepare the finance handoff
Create a reviewable invoice draft and route the next action according to your approval policy.
Evidence and controls
Inspect the basis before accepting the result
Customer, project, approved hours, descriptions, rates, billing terms, exceptions, totals, draft status, and finance decisions remain inspectable.
Important limit
Eos can only use connected data and actions that your organization has configured and authorized. Recommendations and drafts do not create unrestricted autonomy.
Related integrations
Connect the workflow to systems already in use
Frequently asked questions
Questions about this Eos workflow
Can approved hours become an invoice draft?
Yes. Eos can collect approved billable work, apply configured billing terms, and prepare a reviewable draft.
Does Eos send invoices automatically?
Sending is a separate configured action. Your policy can require finance approval before an invoice is created or sent.
How does Eos preserve the source records?
The draft retains its customer, project, hours, descriptions, rates, exceptions, totals, and process history.
Which accounting systems can Eos use?
Eos supports QuickBooks Online and Xero integrations, subject to connection permissions and configuration.
See this workflow against a real process
Bring one current example. We will map the evidence, approval points, and actions the Agent would need.
Review this workflow