Time Entry & WIP Capture for Fractional CFOs
Cut time entry & wip capture time by 4–8 points for Fractional CFOs.
The Problem
Fractional CFOs write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build
AI watches calendar, email, and QuickBooks Online activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
Tools & Integrations
How It Works
Discovery Call
We map your current time entry & wip capture process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does time entry & wip capture take manually for fractional cfos?+
In most outsourced finance firms, time entry & wip capture consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see 4–8 points improvement within the first quarter after deployment.
Can AI handle time entry & wip capture without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your fractional cfo keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from QuickBooks Online?+
No. The automation runs on top of your existing QuickBooks Online setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using QuickBooks Online exactly as before.
How quickly can a fractional cfo team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is time entry & wip capture automation worth it for a small outsourced finance firm?+
If your fractional cfos spend 5+ hours per week on time entry & wip capture, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when QuickBooks Online or our process changes?+
Workflows are versioned and monitored. When QuickBooks Online pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate time entry & wip capture?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.