FinanceOperations

Toggl Project Time Reporting

Built for Operations Teams.

Pull project and client time from Toggl on a schedule, compare it against budgets, and post a summary to leadership, reducing manual reporting for operations teams.

Why this matters

The manual work this replaces

Operations builds project-time and utilization reports by hand each week, exporting Toggl data and rebuilding the same spreadsheet before anyone can see where hours are going.

What Caddi does

How the automation runs

  1. Toggl
  2. Microsoft Excel
  3. Slack

This process produces a recurring project-time report from Toggl. It pulls the period's entries by project, client, and team member, compares logged hours against each project's budget, highlights overruns and underutilization, and assembles the summary in a spreadsheet. The finished report is posted to the leadership channel in Slack and filed for the record, on the same schedule every week.

Value created

What changes after Caddi

Gives leadership a consistent, on-time view of where time is spent and which projects are over budget without anyone rebuilding the report.

Browse all
Finance

Toggl Tracked Hours to Invoice

Pull billable hours from Toggl, apply rate and write-off rules, and build the client invoice in QuickBooks or Xero, reducing manual billing prep for finance teams.

Finance

Addepar Client Review Packet

Pull each household's positions and performance from Addepar, generate the quarterly review packet, file it in the document system with the right metadata, and notify the advisor, reducing manual packet assembly for finance operations teams.

Finance

Financial Report Archiving

Generate client financial report PDFs and archive them with the correct template and metadata, reducing manual report handling for financial planning teams.

See it on your stack

Want Toggl Project Time Reporting automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.