Toggl Tracked Hours to Invoice
Built for Finance and Billing Teams.
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.
The manual work this replaces
Finance staff export Toggl time, sort it by client and project, and rekey the hours into the accounting system to build each invoice by hand.
How the automation runs
This process turns tracked Toggl time into client invoices. It pulls the period's billable entries from Toggl, groups them by client and project, applies the firm's rates, rounding, and write-off rules, and builds the matching invoice in QuickBooks or Xero with line items and the supporting time detail attached. The draft is routed to the responsible owner for review before it is sent and filed to the client record.
What changes after Caddi
Cuts billing-cycle time and rekeying errors by assembling invoices straight from tracked time, so bills go out sooner and reflect the hours actually worked.
Want Toggl Tracked Hours to Invoice automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.