Financial Reporting and Invoice Management
Suhrab Khan
Project Task Completion: Task or hours logged in Trello/Jira updates the central tracking in Google Sheets. End-of-Month Trigger: Automation in Make.com or Zapier calculates billable amounts. Invoice Creation: Generates and sends invoices in QuickBooks or Xero. Client Notifications: Twilio SMS and Mailchimp email summary notify the client. Financial Reporting: Generates real-time reports, optionally analyzed with AI for insights.
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Posted Nov 5, 2024
Task or hours logged in Trello/Jira updates the central tracking in Google Sheets. Automation in Make.com or Zapier Twilio SMS & Mailchimp email summary notify
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