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Architecture Project Phase Billing Agent

BillingArchitecture Client Billing by Project Phase

Automates architecture project invoicing by tracking design phase completion percentages and generating accurate phase-based billing statements for clients.

4
Process steps
6
Integrations
3
Data inputs

Architecture firms typically bill clients based on percentage-of-completion across design phases such as schematic design, design development, and construction documents, but manually tracking each project's actual phase progress against contracted fee milestones is tedious and prone to over- or under-billing errors

Delayed or inaccurate invoicing hurts firm cash flow and can create client disputes over billed progress that doesn't match delivered work

This agent tracks project phase completion based on deliverable status and staff hours logged, then automatically generates accurate phase-based invoices tied to actual progress, keeping billing timely and defensible

The agent monitors project deliverable milestones and staff time entries against the contracted fee schedule and phase breakdown for each project. It calculates actual percentage-of-completion per phase by cross-referencing completed deliverables and logged hours against budgeted phase hours, then generates an invoice reflecting earned fee for the billing period. Invoices are routed for principal approval before client delivery, with variance flags raised when billed progress diverges from either deliverable status or budget consumption.

1

Track Phase Progress

  • Monitor deliverable milestone completion status
  • Aggregate staff hours logged against phase budget
  • Calculate blended percentage-of-completion per phase
Outcome: An accurate, real-time view of project phase progress is maintained.
2

Calculate Earned Fee

  • Apply phase completion percentage to contracted fee
  • Reconcile against previously billed amounts
  • Flag variance between deliverable status and hours consumed
Outcome: Earned fee for the billing period is calculated with variance checks.
3

Generate Invoice

  • Draft invoice with phase-by-phase billing detail
  • Include reimbursable expenses and consultant fees
  • Format per client contract requirements
Outcome: A complete, accurate invoice is ready for principal review.
4

Route and Deliver

  • Route invoice for principal approval
  • Deliver to client via specified billing channel
  • Log payment status and follow up on aging
Outcome: Timely, accurate invoices improve firm cash flow and client trust.
Deltek Ajera
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