Case Study
FinanceSaaSAccountingTimesheetsInvoicing

Integrated Accounting & Invoicing Platform

An Australian accounting services firm needed a modern platform to help their small business clients stop losing hours to manual bookkeeping. Expenses in spreadsheets, hours logged on paper, invoices built from scratch every week. We built the integrated solution: expense tracking, time logging, timesheet management, and automated invoice generation from logged hours. Five months from brief to live.

Client:Australian Accounting Services Firm
Duration:5 months
Team:3 developers, 1 designer
Australian Accounting Services Firm: Integrated Accounting & Invoicing Platform
What We Built
Income and expense tracking with automatic tax categorisation: every transaction categorised for tax purposes in real time, eliminating the manual reconciliation work that consumed hours each month
Timesheet and time tracking module: log hours against specific clients and projects from any device, with a complete audit trail of billable work that nothing slips through
One-click invoice generation from logged time: timesheets convert directly into professional invoices without re-entry, reformatting, or manual calculation. From 2 hours to 5 minutes per invoice
GST calculations and BAS-ready reports: automatic GST handling and reports formatted for Australian BAS lodgement, removing the risk of manual tax calculation errors entirely
Real-time financial dashboard: earnings, expenses, and tax obligations visible at a glance. Financial position known daily, not discovered at month-end
Support for multiple Australian business structures: sole traders and partnerships handled natively, with company support extensible without structural changes to the platform
01

Expenses tracked. Categories done for you.

The starting point for most of these businesses was a spreadsheet and a folder of receipts. Transactions were entered manually, categories were guessed, and the correct tax treatment depended on whoever was doing the entry that week. Month-end reconciliation was a multi-hour exercise in untangling inconsistent data.

The platform replaces that entirely. Every income and expense entry is categorised automatically against the Australian tax schedule. GST is calculated on the way in. The data is always clean, always consistent, and always ready for reporting without a cleanup step before it can be used.

Integrated Accounting Platform: expense tracking and financial dashboard
02

Every billable hour. In one place.

Missed billable hours are silent revenue loss. When time tracking is informal, hours get forgotten between the work and the invoice. A 15-minute call, a quick revision, a follow-up email: individually small, collectively significant over a month.

The timesheet module gives every user a structured place to log time against specific clients and projects. Sessions can be started with a timer or entered manually. Every hour is attached to a client record and a project, creating a complete audit trail that flows directly into invoice generation without any intermediate step.

03

From logged time to client invoice in one click.

Before this platform, generating an invoice meant opening the timesheet, totalling the hours, opening a template, copying the numbers across, checking the GST, formatting the document, and sending it. That process took the average user two hours per client per billing cycle.

Now it takes five minutes. The platform pulls all logged time for a client within a billing period, applies the configured rate, calculates GST, and generates a formatted PDF invoice ready to send. Nothing is re-entered. Nothing is miscalculated. The invoice that goes to the client matches exactly what was logged.

04

Built for Australian tax, not around it.

Australian tax requirements for small businesses are not generic. GST registration thresholds, BAS lodgement cycles, the difference between sole trader and partnership treatment, the way income categories map to ATO classifications: these details matter and they are easy to get wrong when the software was not designed with them in mind.

The platform handles all of it natively. GST is calculated automatically on every applicable transaction. Reports are formatted to match the BAS structure so lodgement is a copy exercise, not a calculation exercise. Sole trader and partnership structures are supported with the correct treatment for each, and the schema is built to extend to company structures without requiring a rebuild.

This platform has been a game-changer for our clients. They can finally see their financial position in real-time, track every billable hour, and generate invoices in minutes instead of hours. The Australian tax compliance features give them peace of mind, and the time savings let them focus on growing their businesses instead of drowning in paperwork.

Rebecca HughesSenior Accountant
Tech Stack
ReactNode.jsPostgreSQLExpressPDF GenerationChart.js
Related Work

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