Core Capabilities

The final bridge from execution to realization

Procxo links your timesheets, expenses, and active contracts directly to your billing engine.

Seamless Operations

One-Click Invoice Generation

No manual entry or month-end spreadsheets—Procxo auto-groups approved timesheets and expenses into invoice-ready records.

  • Procxo.ai Auto-convert approved time and expenses into invoices
  • Procxo.ai Auto-grouping by client, project, or billing cycle
  • Procxo.ai Generate branded, tax-compliant PDFs instantly
  • Procxo.ai Support hourly, retainer, and milestone models
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Complete Accuracy

Contract-Aware Billing Governance

Ensure billing matches agreements—Procxo adds a final governance check before invoices go out.

  • Procxo.ai Ensure every invoice matches the agreed client contract
  • Procxo.ai Apply pre-agreed rate cards automatically
  • Procxo.ai Flag missing data or duplicate line items
  • Procxo.ai Maintain unbreakable audit links back to timesheets
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PREDICTIVE INTELLIGENCE

Strategic Financial Visibility

Shift from tracking to forecasting—Procxo turns invoicing data into real-time cash flow insights.

  • Procxo.ai Turn invoicing data into real-time cash flow forecasts
  • Procxo.ai Forecast inflows based on unbilled hours
  • Procxo.ai Track outstanding receivables and overdue accounts
  • Procxo.ai Sync clean, audit-ready data directly to your ERP
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Revenue Pipeline

Revenue Leakage Prevention

Track all unbilled work—Procxo centralizes hours and expenses so nothing is missed at month-end.

  • Procxo.ai View all unbilled hours across every active project
  • Procxo.ai Drill down into specific rows via the sidebar panel
  • Procxo.ai Group unbilled items by client to generate instant drafts
  • Procxo.ai Catch missed revenue before the billing cycle closes
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Comprehensive Toolkit

One click. Any Billing Model. Zero Rework.

Everything you need to handle complex client contracts, automate your invoicing, and get paid faster.

Industry Solutions

Built for the operational realities of your firm.

Procxo enforces the specific governance, billing rigor, and compliance requirements of specialized professional services.

Procxo.ai Finance

Unified retainer and overage management.

Effortlessly handle recurring fixed-fee audit engagements alongside ad-hoc advisory work without spreadsheet gymnastics.

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    Blended Billing natively: Cleanly separate retainer burndown from hourly overages on a single invoice. 

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    Pre-Invoice Exceptions: Automatically flag duplicate entries or missing data before GL sync. 

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    GL Sync-Ready Outcomes: Every invoice is linked to the originating timesheet and approved matter. 

Procxo.ai Technology & Creative

Milestone-driven revenue recognition.

Stop guessing at sprint profitability. Hard-link developer and creative timesheets directly to project deliverables.

  • Procxo.ai

    Phase-Linked Triggers: Automatically generate invoices the exact moment a sprint or deliverable is marked approved.

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    Line-Item Visibility: Each invoice is granularly linked to the specific milestone or sprint that generated the revenue.

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    Eliminate Mystery Charges: Provide clients with completely transparent, phase-backed billing records.

Procxo.ai Technical Services

Consolidated project and expense billing.

Bring scattered site hours, contractor timesheets, and billable expenses into one unified, milestone-driven workflow.

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    Unified Expense Capture: Ensure every reimbursable site cost is tracked and validated against the project.

  • Procxo.ai

    Contractor Visibility: Group internal and external effort seamlessly under the parent contract rate card.

  • Procxo.ai

    Complex Grouping: Roll up massive, multi-phase engineering projects into clean, digestible client invoices.

Procxo.ai Independent Practices

Zero-touch monthly invoicing

Eliminate the end-of-month administrative marathon so you can focus entirely on client delivery.

  • Procxo.ai

    Automated Grouping: Procxo automatically compiles your approved hours and applies your configured rate cards.

  • Procxo.ai

    One-Click Generation: Produce beautiful, branded, and tax-compliant PDFs instantly.

  • Procxo.ai

    Clear Receivables: Instantly see what's paid, what's outstanding, and what's ready to be billed.

Integrations

Seamless Integrations With Your Existing Stocks

Sync data via native integrations for project management tools, calendars,
accounting software, and many other solutions.

Frequently Asked Questions

Procxo instantly converts approved timesheets and reimbursable expenses into branded, tax-compliant PDF invoices. The system automatically groups approved hours and applies your specific, pre-configured rate cards. By pulling data directly from the project and time tracking modules, Procxo completely eliminates the manual data entry and cross-referencing usually required during the end-of-month billing cycle.

Yes. Procxo natively supports blended billing models. You can cleanly separate recurring fixed-fee retainer burndowns from ad-hoc hourly overages on a single, highly transparent document. This clear separation helps clients understand exactly what they are paying for, reducing billing disputes and ending the need for complex spreadsheet gymnastics by your finance team.

Matter-centric billing ensures that all tracked time and project expenses are strictly tied to an active legal or advisory matter code. Procxo enforces narrative governance at the time-entry stage and requires strict, partner-led reviews. This guarantees that every final invoice is fully defensible, context-rich, and audit-ready before it reaches the client.

Yes. Procxo includes automated pre-invoice exception workflows. Partners and engagement leads can review, modify, or flag duplicate entries and missing data during the draft stage. This ensures total accuracy and compliance before the final invoice is generated, protecting your firm's reputation and speeding up the client payment cycle.

No, Procxo is designed for ERP coexistence. It acts as the operational billing layer where work is tracked, approved, and invoiced. Once an invoice is finalized, Procxo syncs only clean, fully approved, and reconciled revenue data to your general ledger via native integrations. This setup eliminates double data entry while keeping your accounting software pristine.

Stop chasing paychecks. Start predicting revenue.

Connect with our team to see how Procxo accelerates your quote-to-cash cycle by up to
40% while ensuring complete invoice accuracy.