Bill pay automation for Professional Services
Speed up billing cycles and make financial management easier for law firms, agencies, consultancies, and other service providers.
- Intelligent billing for client projects
- Streamlined approval routing
- End-to-end expense tracking
Intelligent financial tools for service professionals
HelloPay provides professional services teams with sophisticated automation to handle retainers, project fees, and operating expenses—all in one place.
- Create recurring invoices based on contracts or engagements
- Track cash flow by clients and departments
- Keep all payments, expenses, and approvals in harmony
Service, not spreadsheets
Spend less time dealing with billing logistics and more time creating value for your clients.
Send a bill with confidence.
Send timely, accurate, and transparent invoices that establish trust and accelerate payment turnaround.
Designed for flexible workflows
From. legal retainers to consulting milestones, manage variable billing models, and. flow smoothly.
Tailored. automation
Establish billing preferences. client or project, automate rules, and minimize. manual. entries.
Each of these tools is built to keep pace with the speed and sophistication of professional services firms.
Features
Each feature is crafted to address key pain points, improve efficiency, and deliver value through automation, integration, and smart technology.
01
Client-Level Billing Rules
Apply distinct billing terms, taxes, and frequencies to each client or contract.
02
OCR Recognition
Match invoices and bills against contracts and timesheets for rapid approval.
03
Multi-Step Review Chains
Set review workflows across managers, finance, and compliance teams.
04
Project Summary View
View project costs, outstanding expenses, and payment statuses in one glance.
05
Batch Payments
Pay independent contractors and distribute fees to the appropriate project and customer.
06
Pre-Invoice Checks
Track and categorize legal expenses by client, case, or service, providing a clear view of financials for better budgeting and reporting.
07
Activity Logs for Audits
View detailed payment and approval histories by user and date.
08
Global Tax Handling
Handle VAT, GST, and other tax codes by region or client contract.
09
Software Integration
Seamlessly connect with tools such as HubSpot, FreshBooks, and NetSuite.
Run finances anywhere
Maintain control of your client payments and billing no matter where you are—a pitch, on the road, or in the boardroom.
We no longer chase payments or recheck billables. HelloPay made our billing airtight.
Aisha Rahman
Founder & CEO, Skyline Advisory
Why HelloPay is perfect for professional firms
- Manages project-based, hourly, and retainer billing
- Automates the drudge work with intelligent automation
- Real-time payment and approval updates
- Integrates with systems you already have
A smarter way to manage your billing
Streamline client engagements with auto-drafted invoices, real-time approvals, and audit-ready workflows.
- Get more efficient, pay faster
Accelerate your financial cycle by cutting out delays in approvals and invoice sending.
- Designed for expanding service firms
Scale your financial processes as your client base expands, team increases, and workload grows.
- Compliant, hassle-free
Audit logs and approval trails make it easy to meet compliance requirements without the paperwork.
