Agent
The Auto-Chaser
Friday afternoon panic is over. The Ledger automatically chases contractors to submit time and hiring managers to approve it via WhatsApp and Email reminders.
One-Click Invoicing
Generate and send 500 invoices in seconds. Whether the client wants one consolidated invoice per department or individual splits, the Agent formats it perfectly.
Purchase Order Control
Never get an invoice rejected again. The Ledger tracks PO burn-down in real-time, alerting you before a contractor exceeds their allocated budget.
Your sales team is high-tech, but your finance team is stuck in 1990. Manual CSV exports are a recipe for disaster.
The Old Way: The Spreadsheet Shuffle
Every Monday, the finance team downloads a CSV from the timesheet portal. They manually check it against the rates in the CRM. They spot an error—a missing PO number or an unapproved overtime claim.
They spend the next three days emailing the recruiter, the client, and the contractor to fix it. Invoices go out late, contain errors, and get rejected by the client's AP team. Cash flow stalls.
The New Way: Touchless Flow
The Ledger Agent sits between your ATS and your Finance system. As soon as a timesheet is approved digitally, the Agent validates the data against the contract rules.
If it matches, it instantly generates the invoice, pushes it to Xero/QuickBooks, and emails the client. If there's an issue (e.g., expired compliance docs), it halts the payment and alerts the recruiter immediately. It solves problems before they reach the invoice.
Contractor Experience is Key
Your contractors are your product. If you pay them late or mess up their payslip, they leave.
The Ledger provides a branded mobile portal where contractors can snap photos of receipts, log hours in seconds, and see exactly when they will be paid. Happy contractors renew contracts; unhappy ones walk away.
Two-way sync with Xero, QuickBooks, and Sage. Payments reconciled in the bank feed are automatically updated in the recruitment CRM.
Large enterprise clients hate receiving 50 separate PDF invoices. The Ledger groups them into a single, itemized document with backing sheets attached.
Connects Bullhorn/JobAdder placement data directly to Xero, QuickBooks, Sage 50, and NetSuite without a single spreadsheet in between.
Client Attraction