Book a demo
← All automations

Financial Controls

Provider-ready Placements

Shape every placement so it's immediately consumable by your timesheet, pay & bill, and commissions platforms, with a readiness signal and exception handling built in.

Populates the exact fields and identifiers each downstream platform expects: schedules, cost centres, rate structures, earning codes. Consistency checks confirm values align with commercial terms. A Ready to Bill flag (with reason codes when not ready) is written back so Finance always knows what's clear to process.

Works on
Placements & Onboarding
Platform
Bullhorn and Invenias
Complexity
Moderate
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.