Finance & Reporting

Financial clarity is not primarily a reporting problem — it is a data provenance problem. When billing, time tracking, and performance metrics come from different systems, every number requires verification before it can inform a decision. Month-end becomes a reconciliation exercise instead of a strategy session. The Finance & Reporting category in TeamGrid connects billing and analytics directly to the operational data that drives your business, so the numbers you see in finance are the same numbers that drove the work.

Billing covers the full lifecycle in one editor: invoices, quotes, credit notes, and formal letters share templates, numbering sequences, and a unified interface with no switching between tools. The tax engine covers 11 countries with automatic calculation, and 5 currencies support multi-market operations. Quotes carry expiration dates and convert to invoices with one click — all line items carry over automatically. The dunning system manages payment reminders through configurable stages so overdue invoices don't require manual follow-up. CRM integration links every document to the right contact automatically; invoices appear in the contact's Documents view without any manual association.

The PDF Designer integration produces pixel-perfect branded PDFs for every document type without leaving the billing workflow. Project billing connects four models — Time & Material, Fixed Price, Retainer, and Non-billable — directly to invoice creation, so billing flows from tracked time and project milestones rather than being reconstructed from memory at the end of the month. That connection is what makes invoicing accurate: the hours billed match the hours worked.

Analytics is the business intelligence layer that turns time tracking and attendance records into decisions. The Working Time mode offers five purpose-built views: a time entries table with one-click CSV export, a clients view showing revenue, hours, and session averages per account, a projects view revealing which engagements consume hours without delivering proportional margin, a tasks view for granular drill-down, and an attendance view with check-in/out times and net working hours per person per day. KPI cards surface trends automatically. Target-vs-actual comparison bars replace manual spreadsheet math across reporting cycles. Four leaderboards provide team visibility on productivity and attendance without requiring a separate HR analytics tool.

For services businesses, the compounding value lies in the connection between these two apps: billing uses the same project and time records that Analytics surfaces as profitability data. When revenue and cost share a lineage inside one system, margin stops being a quarterly surprise. Teams that build this discipline make fewer pricing mistakes, encounter less scope creep, and have clearer conversations with clients about what work actually costs — because the data to support those conversations is always current and always connected.