Green Connect – Timesheets, Allowances & System Fix

Who They Are

A growing trade/services company running teams in the field, using platforms like Simpro and Xero—but their real-world usage wasn't matching the ideal process.

Challenges

• Messy timesheets and allowances
• Double handling between systems
• Staff entering inconsistent data
• Manual corrections chewing up management time
• Risk of under/overpaying, incorrect billing, and weak reporting

What We Built

1. Validation & Rules Engine

Checks timesheets and allowances against:

• Rules (hours, locations, job types)
• Expected patterns

Flags:

• Anomalies
• Missing data
• Conflicts

2. Clean Sync Across Systems

Normalized, validated records are:

• Synced into Simpro
• Pushed into Xero

No more random CSVs and manual patching

3. AI-Style Oversight

The system behaves like a virtual operations manager:

• Highlights issues before payroll or invoicing
• Keeps data consistent and auditable

Impact

• Less admin drag, fewer disputes
• Reliable numbers for both workers and clients
• A stable foundation to layer more AI agents later (scheduling, forecasting, etc.)
• Management now gets reliable, real-time numbers on labour and job costs without spreadsheet patchwork, making pricing and resourcing decisions much easier

"Like having a virtual operations manager that catches issues before they become problems. Clean data, reliable reporting, zero manual patching."