Organize Client Billing and Internal Finance Operations
Your Finance team handles client invoicing, expense reporting, and project budget tracking. You need a secure, efficient way to manage finance-related internal inquiries. OneDesk ensures clear accountability and timely billing.
Trusted by Consulting Firm teams around the world
Managing High Volume of Diverse Client Billing and Inquiry Requests
Consultant questions about expense reports, project budgets, or client invoice details are frequent. OneDesk turns every inquiry into a secure, trackable ticket. Keep all communication organized and linked to the correct client or project code.
Slow Follow-Up on Internal Expense Questions and Budget Queries
Quick resolution of expense reports and budget queries improves consultant morale and project clarity. Set up Service Level Agreements (SLAs) for all finance inquiries. Use automated notifications to ensure your team follows up on outstanding approvals promptly. Maintain smooth project budgeting.
Secure Ticketing for All Internal Finance Requests
Connect your payroll, expense, and project billing emails to OneDesk. Set up strict SLAs for time-sensitive tasks like emergency travel payments or budget transfers. Use custom views to filter by "Expense Report Inquiry" or "Project Budget Transfer."
Automate Expense Report and Approval Workflows
Use automation to speed up routine financial processes. Route any "Large Client Expense" ticket to the Partner-in-Charge for approval. Automatically assign expense report questions to the Accounts Payable specialist. Instantly notify staff when their reimbursement is processed.
Private Staff Portal for Finance Transparency and Inquiry Submission
Offer a secure portal where staff can submit expense reports and budget inquiries. They can easily check the status of a payment or request. The knowledge base can host expense policies and project billing guidelines. This reduces direct emails and calls to your team.
AI Billing Assistant
Answering common internal budget and expense questions can be tedious. OneDesk’s AI can summarize account activity for a project team right within the ticket. It can help draft professional payment confirmations and standard responses. This frees up your finance staff for complex tasks.
Integrate with your tools
Enterprise Grade Security
FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
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See for yourself how OneDesk can help your team.
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