Industry Solution

Time Tracking for Finance & Accounting Firms

Track billable hours with precision, sync to QuickBooks, and generate detailed reports for client billing. Built for CPAs, bookkeepers, and financial advisors.

Invoice Clients Directly From Your Tracked Time

Stop re-entering hours into a separate billing system. Tail AI turns your logged time into professional invoices with one click. Send directly to clients, mark payments as received, and use invoice reports to see every outstanding and paid invoice across your entire firm.

  • Generate invoices from tracked time and tasks
  • Send to clients and track payment status
  • Mark invoices paid or edit line items anytime
  • Invoice reports showing all outstanding and paid invoices
Invoice management with payment tracking for accounting firms
QuickBooks integration for accounting firms

Seamless QuickBooks Integration

As accountants, you already live in QuickBooks. Sync time entries directly for invoicing without re-entering data. Keep your books clean and your billing accurate.

  • Direct sync to QuickBooks Online
  • Map clients and services automatically
  • Eliminate double data entry
  • Faster month-end billing cycles

Track Every Billable Hour With Precision

Accounting work spans many service types — tax preparation, bookkeeping, advisory, and audits. Track time by client and service type so your billing is always accurate and defensible. Detailed time logs build client trust and make month-end billing straightforward.

  • Log time by client, engagement, and service type
  • Track tax prep, bookkeeping, and advisory separately
  • Export detailed timesheets for client invoices
  • Maintain clear records for compliance and audits
Time tracking for accounting services

Built for Accounting Workflows

Every feature designed for how accounting and finance professionals work.

QuickBooks Integration

Sync time entries directly to QuickBooks for seamless billing. Eliminate manual data entry and reduce errors.

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Budget Threshold Alerts

Get email alerts when client engagements drop below 20% of budgeted hours. Never be surprised by overruns.

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Excel Export

Export detailed time reports to Excel for client billing, compliance documentation, or internal analysis.

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AI-Powered Reports

Generate custom reports that analyze billable utilization, client profitability, and resource allocation.

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Google Calendar Sync

Sync tax deadlines, client meetings, and filing dates. Keep your entire team aligned on critical dates.

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Billable Rate Management

Set different rates by client, service type, or team member. Automatically calculate fees as time is logged.

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Streamline Your Firm's Time Tracking

Join accounting firms who bill accurately and get paid faster with Tail AI.

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