LedgerFlow gives your clients real-time visibility of every hour you bill — logged, approved, and shared automatically every week — so when the invoice arrives, they've already seen the work. Built entirely inside your own Microsoft 365.
// RUNS IN YOUR TENANT · SHAREPOINT + POWER AUTOMATE · NO NEW PLATFORM TO ADOPT
Consultants log time in SharePoint, managers approve, and clients get an automated weekly summary — hours, work done, next steps, blockers.
Consultancies, agencies and dev shops on Microsoft 365 who lose time and trust to invoice disputes and "where did these hours go?" emails.
Clients see the work as it happens. You stop explaining invoices, avoid payment disputes, and spend that time on delivery.
The work gets done. The invoice goes out. And then the client asks the question that costs you a week and some goodwill: "what exactly were all these hours?"
Four steps, fully automated, running on the Microsoft 365 you already pay for.
Each person logs time against the client and task in a SharePoint list — hours, what was done, what's next, any blockers.
Each entry routes to the right manager automatically by department or client. They approve or reject in Teams or email.
Every Friday, approved hours are compiled into a clean client email — work done, next week, blockers, running total.
Approved time is flagged for billing at the right rate and margin, and flows to finance — matching exactly what the client saw.
No dashboards to log into, no chasing. The summary lands in their inbox, every week, automatically — with a single button to confirm they've seen it.
Your team never drafts a status email again. LedgerFlow compiles approved hours, highlights, next steps and blockers into a consistent weekly update, sent from one professional mailbox.
The "confirm receipt" button gives you a timestamped record that the client saw the hours — which is exactly what ends disputes before they start.
Optional read-only SharePoint or Power BI view where clients check consumed and remaining hours anytime — killing the back-and-forth.
Automatic alerts when a client hits 70% of allocated hours, or a resource exceeds their weekly limit — to both you and the client.
Every entry goes to the right approver by department or client. Only approved hours ever reach an invoice.
Set hourly or fixed rates and margin per entry. Finance sees costs, margins and pending payments in one place.
Invoices reference the same logs the client already saw — so the hours are traceable and the invoice is justified.
A live report for your leadership: hours logged, project costs, margins and pending payments across every client.
LedgerFlow is built on SharePoint and Power Automate inside your own tenant — not another SaaS platform holding your commercial data. Your hours, rates, margins and client information stay entirely under your control, in the environment you already trust and pay for.
Microsoft 365 partners and IT consultancies billing clients hourly, who lose time and trust to invoice disputes.
Creative, marketing and digital agencies running retainers and hourly projects who need clean, defensible time reporting.
Any team on M365 that sells expertise by the hour and wants billing transparency without buying another platform.
LedgerFlow started as the system we built to give our own clients hours transparency. It works — and now we're packaging it for other Microsoft 365 consultancies. We'd rather be honest: you'd be among the first outside teams to run it, so we're offering design-partner terms.
If invoice disputes are costing you time and goodwill, this is the cheapest that solving it will ever be.
Become a design partner →One deployment in your tenant, then a simple ongoing plan. No per-client platform fees.
// Indicative ranges. Final pricing depends on team size and integrations — confirmed on a call. Design-partner slots are limited.
See LedgerFlow log a week of hours, route approvals, and generate the client update — live, in a fifteen-minute demo.
See a live demo →