Invoice Management Solutions for U.S. Service Firms
Clousys helps project-based businesses turn delivered work into clean, timely cash. Our invoice management solutions connect time, expenses, milestones, and contracts to a single billing flow, so invoices go out right the first time and disputes fall fast.
Why U.S. firms choose Clousys for billing accuracy
Scope, rates, approval chains, and tax rules often live in different systems. Clousys brings them together, mapping delivery events to billable events with full evidence. That means fewer writedowns, tighter unbilled WIP, and a shorter path from project to cash—without adding busywork.
A modern invoice management tool that mirrors real delivery
Generic tools format PDFs. A modern invoice management tool must do more: validate rates against role and date, confirm approvals, check change-order coverage, and align currency and tax at line level. Clousys automates these checks before invoices are numbered, which prevents rework and protects margins.
End-to-end flow, from pro-forma to cash
Clousys generates pro-formas from approved time, milestone acceptance, and priced changes. A short pre-bill checklist runs automatically, then approved invoices post to your ERP with document lineage. Collections see exactly what was delivered and why it’s owed—no hunting for proof.
What sets our invoice management solutions apart
- Contract-aware billing (T&M, fixed fee, retainers, outcome-based)
- Pre-bill validation for rates, approvals, taxes, and narratives
- Evidence packs linked to each invoice line (time, deliverables, change orders)
- Multi-entity, multi-currency, and intercompany support
- Dispute workflows with root-cause tags to prevent repeats
- Summarized, auditable postings into your ERP and GL
- Real-time dashboards for unbilled WIP, dispute rate, and DSO trends
Advantages You Can Measure
- Faster invoicing cycles with fewer back-and-forth corrections
- Lower revenue leakage through automated pre-bill checks
- Cleaner audits thanks to complete document lineage
- Predictable cash as disputes drop and recognition evidence stays ready
- Less tool sprawl by replacing point apps and side spreadsheets
Designed for U.S. compliance and scale
Billing in the U.S. demands accurate tax, customer terms, and evidence on hand. Clousys tracks exemptions, applies your tax logic, and stores acceptance artifacts with each invoice. As volumes grow, rules live as configuration—so you scale without custom code.
How we differ from template-driven billing
Templates make invoices look neat; they don’t prevent errors. Clousys embeds policy into the workflow. If a rate, approval, tax, or change-order check fails, the line routes back to the owner with a clear reason. Passing lines move straight to ERP numbering and dispatch—consistently, week after week.
Invoice Management for U.S. Service Firms
Yes. Mix T&M, fixed-fee milestones, retainers, or outcome-based components. Each line carries its own schedule, evidence, and recognition rule.
Pre-bill validation catches common errors—rate mismatches, missing approvals, tax issues, and unpriced scope—before invoices go out. Dispute workflows also capture root causes to prevent repeats.
No. Clousys runs the services subledger and posts summarized, traceable entries to your ERP. Finance keeps invoice numbering, collections, and GL control with full lineage back to delivery.
You set billing and functional currencies, along with exchange-rate sources. The system applies the right currency at line level and posts clear entries for recognition and revaluation.
Yes. Buy-sell flows are modeled explicitly, with mirror documentation for eliminations. Clients see a single, accurate invoice; finance gets clean intercompany records.
Dashboards show unbilled WIP aging, dispute rate and cycle time, realization, effective rate, and DSO trends—by client, project, service line, or region
Setup is straightforward: import rate cards and customers, connect ERP, define approval chains, and turn on pre-bill checks. Most teams see faster, cleaner invoices within the first cycle.