Batch & Data Handling
Create and manage Monthly Proforma Batches with versioning, activation, and archival. Easily upload Invoice, T2 Hours, Commissions, and Delta changes, and export raw files both pre- and post-adjustment.
Automated Billing & Reporting with RBAC
Enterprise SaaS for automated billing with RBAC implementation and single sign-on integration, boosting accuracy, governance, and global finance workflows.
Project Overview
The Automated Billing & Reporting System is a secure, enterprise-grade solution developed for a global consulting firm to modernize its monthly Proforma Invoice lifecycle. By replacing manual, Excel-heavy workflows, the platform enables centralized management of invoice data, approvals, adjustments, and reporting. Purpose-built for regional teams and large accounts, it delivers a governed, auditable environment that enhances visibility and compliance. Designed as a strategic business application development initiative, the system streamlines complex billing operations while maintaining flexibility, scalability, and role-based controls, empowering finance teams to operate more efficiently across geographies.
Problem Statement: Need for Billing Automation
The organization faced operational gridlock in billing and invoicing - manual processes, data silos, and poor traceability. A robust business application development initiative was needed to simplify workflows while enhancing control.
Excel-Heavy, Error-Prone Workflows
Billing and commission data had to be manually compiled from multiple Excel files, leading to inconsistencies, version control issues, and increased administrative overhead for regional and account teams.
Delays from Disconnected Reviews
Offline update cycles and scattered feedback caused recurring delays in the invoice lifecycle, making month-end processing unpredictable and stressful for finance and operations teams.
No Role-Based Access or Traceability
The absence of a structured role-based access control system made it impossible to track who made changes, when, and why, undermining accountability and compliance with internal audit standards.
No User Substitution Support
When users were on leave or unavailable, there was no proxy or delegation feature to ensure workflow continuity, causing bottlenecks and missed deadlines in approvals.
Lack of Approval Visibility
There was no clear, auditable record of invoice approvals or deferrals, making it challenging to track decisions or explain exceptions to management or external auditors.
Need for Flexible, Controlled Automation
The core challenge was not just automation, but creating a secure, governed system through business application development that could simplify collaboration without compromising organizational control across teams and geographies.
Our Approach and Solution
A streamlined, role-driven invoicing platform enabling batch uploads, real-time syncing, SSO, and smart notifications, designed for seamless collaboration, auditability, and financial accuracy across distributed enterprise teams. This solution reflects our experience in enterprise SaaS development for global teams.
Batch Financial Uploads
Users can upload bulk financial data in structured formats, simplifying the input of complex billing information like hours worked, commissions, and advances in a single action.
Editable Line Items
Line items can be edited directly or through guided forms, with real-time validations to prevent errors and ensure data integrity during the adjustment process.
Real-Time SSO Sync
SSO integration and real-time sync across users ensure secure, frictionless access, improving collaboration and eliminating manual user management inefficiencies.
Delegation & Proxy Access
When key personnel are unavailable, proxy roles or delegated permissions allow continuity in workflows without disrupting invoice approvals or data accuracy.
Bulk & Volume Edits
Bulk editing tools, deferral logic, and intelligent volume pricing options enable finance teams to process complex billing scenarios with precision efficiency.
Smart Email Alerts
Automated alerts with deep links direct users to exact Proforma items requiring action, streamlining the review cycle and improving turnaround times.
Automated Status Sync
Status data from OpenAir is automatically ingested via FTP feeds, ensuring the invoice system reflects accurate, up-to-date billing states without manual intervention.
Platform Features
Role Management & Access
Assign roles across all hierarchies—Admin, GOT, CE, PL, and more. Use mimic view to test access, delegate via proxies, and enforce RBAC for secure permission governance.
Invoice Review & Adjustment
Review invoices using editable grids or structured forms. Apply write-ups/downs, deferrals, and volume charges, with real-time calculations and field validations ensuring accurate, audit-friendly financial records.
Workflow, Status, and Notifications
Track every invoice from New to Processed, with pop-ups for comments and rejections, deep links in notifications, and detailed audit logs for all invoice lifecycle activities.
Integration
Enable seamless identity management via SSO (WIN/email), auto-sync invoice states from OpenAir FTP feeds, and fetch currency exchange rates for enhanced billing analytics and global reporting.
Tech Implementation
- Angular
- Microsoft SQL Server
- ASP.NET Core 2.1 APIs
- Azure SSO
- deep links via email
- OpenAir via FTP jobs
Impact
The system streamlines billing and financial processes by automating tasks, enhancing data accuracy, ensuring seamless operations during user absences, and improving visibility and governance across global workflows.
Reduced Manual Consolidation by Over 70%
The system eliminated redundant spreadsheet workflows by automating batch handling and approval processes—cutting over 70% of manual consolidation effort across finance, operations, and business teams.
Increased Data Accuracy with Real-Time Application Development Strategies
Through structured workflows and live validations, data errors were minimized. Real-time internal business application development strategies ensured consistency across invoice entries, adjustments, and financial records.
Zero Downtime During User Absences via Proxy and Delegation Features
Using built-in proxy and delegation features, invoice workflows continued uninterrupted—even when users were unavailable—ensuring operational flow without bottlenecks or missed approvals.
Improved Visibility with Audit Logs and Tracked Changes
Every change—uploads, edits, approvals—was captured with detailed audit logs, enabling accountability, compliance, and full traceability throughout the billing lifecycle.
Enabled Data Governance Across Global Invoice Workflows
Role-based access and workflow transparency ensured robust data governance, aligning global invoice processing with corporate compliance standards and reducing the risk of unauthorized data manipulation.