
AI Client Intake for Accounting & Tax Firms
Collects, checks and chases client documents, then files them to the right client folder; an edition of AI Client Intake adapted for…
Timesheets are checked automatically for utilization gaps, unbilled hours and unusual entries, before they reach an invoice.
Billing errors usually start in timesheets: a missing week, a miscoded entry, hours that never reach an invoice. AI Timesheet Intelligence reads your time data, read-only, and flags late timesheets, utilization gaps and entries that look wrong in a weekly report or dashboard for finance and partners. It never edits an entry. Your team decides every correction before anything is billed.

AI Timesheet Intelligence checks logged timesheets for utilization gaps, unusual entries and unbilled hours, flagging who is over or under capacity and which entries look wrong before they reach an invoice. Missing and late timesheets are flagged each week, and findings arrive as a report or dashboard for finance and partners.
For a firm that bills by the hour, timesheets are revenue. Hours that are never logged, coded to the wrong matter or left off an invoice are money already earned and quietly lost, and finance usually finds out at month end. AI Timesheet Intelligence checks the data every week, so problems are fixed while people still remember the work. The Scope Card lists the data sources, the metrics and the alerts before you order, and nothing it connects to is given write access.
The build checks logged timesheets for unbilled hours and unusual entries. It flags which entries look wrong before they reach an invoice, so finance can correct them.
Missing and late timesheets are flagged each week through one channel, such as email or Slack. The person chasing them starts from a ready list.
The build reports utilization gaps and who is over or under capacity. Findings arrive as a report or dashboard for finance and partners. Partners can plan work before people burn out.
Up to five alerts flag entries that cross a threshold you set. Results are checked against three months of your historical data before launch. Fewer invoice queries.
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,400 |
| Express | 15–25 working days | $5,150 |
| Rush | 10–20 working days | $5,950 |
Before you start: Record weekly late timesheets and recent invoice corrections caused by time errors.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
The build price is one-time. Running AI Timesheet Intelligence afterwards costs roughly $20–150/month (AI model usage + hosting/scheduler), billed directly in your own accounts and moving with how many metrics and alerts you run.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsIf you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionMonthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and change hours for a new metric, an added alert or a changed utilization target. It starts after the 30 days of support, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance works| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A time-tracking add-on bills per seat whether anyone reviews utilization or not | A fractional ops lead charges to review timesheets by hand each cycle | Ours is one fixed price, shown on this page before you buy |
| Scope | A time-tracking add-on gives you a generic dashboard you build metrics into yourself | Scope depends on the reviewer's time that cycle | Ours is written on the Scope Card before purchase |
| Accuracy check | A time-tracking add-on rarely checks flags against your own billing history first | Accuracy depends on who reviewed it | Ours is checked against three months of your own historical data |
| Delivery | Sign-up is instant, wiring up real utilization rules is not | Typically several weeks before work even begins | Ours has a fixed delivery time shown before you buy, with faster options |
The one-time build price is listed in the price and delivery panel on this page, with each delivery speed. It covers everything on the Scope Card: the metrics you define, the dashboard or report format, up to five alerts, and a check of the flags against three months of your historical timesheets before launch. That price holds once the Scope Card is confirmed.
Timesheet Intelligence looks backward, analyzing time already logged to flag utilization gaps and unusual entries before billing. AI Resource Planning looks forward, matching people to upcoming projects by skill and availability before work starts. One reviews what happened, the other helps decide what happens next, and they can run together on the same time data.
No. It reads timesheet data read-only and never edits an entry itself. It flags what looks unusual, such as a duplicated line, a miscoded matter, or a week that sits well outside someone's normal utilization, and leaves the correction to the person who reviews the dashboard or report each cycle before anything is billed.
Roughly $20 to $150 a month in your own accounts, covering AI model usage plus hosting and the scheduler. The figure moves with how many metrics and alerts you run and how many people log time. You pay providers directly. The build itself is a one-time price, shown in the price and delivery panel on this page.
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and read-only access is verified. Most of the build goes into checking the utilization and billing flags against your own historical timesheets, so the first weekly report points at real problems rather than noise.
It needs read-only access to each data source you name, such as your practice management system, time-tracking tool or payroll export, plus at least three months of historical data to check flags against. Admin access and API keys are shared by adding our team as a user or creating a key you control, never by email, and nothing connected is given write access.
Yes. Adding a metric or an alert within your existing 25-metric limit fits inside the monthly change hours that come with maintenance. A fourth data source or a change to the reporting cadence beyond what's in scope gets a written Change Quote first.
Order AI Timesheet Intelligence and utilization gaps and unusual entries are flagged automatically on a fixed delivery date. The scope above is what you get, in writing, before you pay.

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