Invoicing built straight from project data

The end of the month shouldn't start an investigation. Operating builds invoices from the projects themselves — approved hours, billable expenses, agreed schedules — so the numbers on the invoice are the numbers from the work.

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Invoices that assemble themselves

Most invoicing months begin with a hunt: hours from one tool, expenses from another, contract terms from a PDF. In Operating the invoice is generated automatically from project data — rates, approved time, billable expenses, and the schedule you agreed.

Generated automatically from time, expenses, and the project plan
Rates and terms come from the project — nothing re-keyed
Custom fields for whatever your invoices need to carry

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

Know what's ready — and what's blocking the rest

An invoice is only as done as its slowest timesheet. Operating shows the whole month's invoicing at a glance: which invoices are ready to send, which are missing data, and exactly where each one's approvals stand.

Missing-data vs ready-to-send, across all invoices
Approval status per invoice: time entries submitted, pending, approved
Custom schedules for milestone projects; monthly cadence for the rest

The nuance real firms need

Multiple country entities, credit notes, discounts, tax codes — the parts of invoicing that make generic tools give up. Operating handles them in place, and is built to work hand in hand with your accounting platform, starting with Xero and QuickBooks: invoice data flows to accounting, invoiced data comes back for reporting.