time-expense
Time & Expense — Under 100 People
What This Process Does
Time + expense at this size is the foundation of services-business unit economics — capturing who worked on what, what they spent, and turning it into invoices + payroll + analytics. Time tracking via Harvest, Toggl, Hubstaff, Clockify (or PM-tool-native — Asana Time, Monday Time); expense tracking via Expensify, Ramp, Brex; PM-led approval workflows; sync to billing + payroll + accounting.
The work: make tracking easy enough to actually happen, validate quickly, get to billing fast, and use the data to improve project + business decisions. Mistakes: tracking-fatigue (people don't enter hours); approval-bottleneck (PM doesn't review); manual reconciliation (data scattered); no analytics (data captured but not used).
Start Here: ERP•AI Templates
ERP•AI's Small Business Time & Expense template provides time entry (mobile + desktop + integration), expense capture with receipt scanning, approval workflows, project + client + activity coding, weekly/monthly reporting, and integration to billing + payroll. Pair with Project Budget Tracking for budget-vs-actual visibility.