One Workflow for Expenses and Time — Not Two

Expense documents and logged time both move through the same extraction, mapping, and approval pipeline on their way into QuickBooks.

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The manual process breaking your workflow

Manual document processing creates bottlenecks at every stage of the accounting workflow.

Expense processing and time tracking live in separate tools with separate approval processes.

Turning logged hours into an invoice means exporting to yet another system.

Approvers have to check multiple places to see everything waiting on them.

There's no single audit trail spanning both expenses and billable time.

Month-end means reconciling two disconnected workflows instead of one.

ClarionOps eliminates all of this — one workflow from submission to accounting sync, with approval controls at every step.

Time entries are documents too

Log hours against a project, and when it's time to bill, turn unbilled entries into an invoice — which then goes through the exact same mapping, approval, and QuickBooks-sync pipeline as any receipt or vendor bill. One workflow, one audit trail, whether it's an expense or an hour.

  • Log time against a project
  • Turn unbilled hours into an invoice directly
  • Time-based invoices reviewed and approved like any other document
One queue — documents and time entries
Receipt — Ace Supply Co$482.10 · Pending approval
Time entry — 6.5 hrsDowntown Remodel · Unbilled

What changes when you automate

The same work — done by the workflow, not by hand.

Before
After

Separate tools for expenses and time tracking

One workflow for both, from intake to QuickBooks

Manually turning hours into an invoice

Unbilled time entries become an invoice in a few clicks

Approvers checking multiple systems

Expenses and time entries reviewed in the same place

Two audit trails to reconcile

One logged history spanning documents and time

The full workflow, automated

Every submission moves through the same pipeline — from submission to accounting sync.

01

Submit

Upload a photo, forward an emailed invoice, or enter your own — like hours worked.

02

Extract

If it’s an image, structured data is pulled automatically — vendor, dates, amounts, line items.

03

Approve

A project manager may review first. Accounting always reviews before anything moves forward.

04

Map & Sync

Once approved, entries map to your QuickBooks vendors and accounts and sync directly.

Control built into every step

Automation does not remove control — it enforces it.

Role-Based Approvals

Define who reviews what. Only authorized approvers can advance entries through the workflow.

Full Audit Logs

Every document, mapping decision, approval, and rejection is logged with timestamp and user.

Controlled Posting

Nothing reaches your accounting system without passing through the defined approval workflow.

Review Before Approval

Approvers see the full submitted document — vendor, amounts, line items — before signing off. Mapping to QuickBooks happens as its own step, after approval.

Connects to your accounting system

The workflow layer sits between your documents and your accounting system. Approved entries sync automatically.

QuickBooks Online

Bills, purchases, and vendor credits sync directly. Vendor and account mapping resolves against your actual QuickBooks data.

Built to Extend

The mapping and approval workflow is designed to connect to additional accounting platforms. QuickBooks Online is available today.

Approval Before Sync

Nothing posts to your accounting system without explicit approval. The integration layer enforces the approval workflow as a gate.

Who this workflow serves

Built for teams where document volume is real and bookkeeping bandwidth is limited.

Scaling Finance Operations

Finance teams handling growing document and time volume who need one structured workflow, not two.

Client Services & Consulting Firms

Businesses that bill both expenses and time and need both handled — and approved — consistently.

Multi-Entity Organizations

Businesses managing expenses and time across departments or entities who need a centralized, auditable workflow.

Ready to automate the workflow?

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