How Taptu automated their project management, time tracking, and invoicing pipelines

Discover how Taptu, an Adelaide-based IT consulting firm, used Beebole's open API to build a custom integration that fits the company's exact needs for accurate billing and invoicing. In doing so, they streamlined their project management, time tracking, billing, and invoicing operations.

#Building the perfect integration between project time tracking, billing, & invoicing software

Taptu is a boutique IT consulting and advisory firm that provides services ranging from digital leadership and software development to security solutions and bespoke solutions like workflows, integrations, and reporting.

While Taptu typically creates custom integrations for its clients, it faced a challenge of its own: integrating data from multiple sources to manage projects, track time, generate invoices, and accurately handle remuneration. To do so, they needed a flexible time tracking solution with a robust open API.

Taptu was in search of its own single source of truth, and to achieve it, it turned to Beebole.

#The solution: Beebole's powerful, accessible API

Beebole's open API gave Taptu the freedom to design and build a fully tailored integration to meet its specific operational needs. Unlike out-of-the-box solutions, Beebole's API allows businesses to create custom workflows and connections with the tools their teams use every day.

In the case of Taptu, their complex integration incorporated multiple elements and steps, including:

• A one-way sync of client records from Xero to all other systems

• A two-way sync of employee records between Xero and Beebole

• A one-way sync of project data from Beebole to the bespoke platform, where additional master data is added

• A one-way sync of timesheet data from Beebole

• The definition of services connecting people, time, and client projects

• The automated generation and transfer of invoices to Xero

• The automated calculation and transfer of remuneration details to Xero

#A fully automated business operations and invoicing workflow

Thanks to Beebole's API, Taptu was able to create a custom, end-to-end integration that automates key business processes. As Gnezda explained, "Our business implements client engagements, invoicing, and remuneration in a non-standard way. This allows our business to be far more agile than our competitors and empowers staff to control the type of work engagements they agree on with our clients."

While Taptu is still refining the front-end user experience, the integration has already transformed the way they manage internal operations, reducing manual work and improving operational efficiency.

#Open APIs for custom integrations, no matter your skillset

Taptu's story illustrates the value of robust, accessible APIs for businesses with unique processes and requirements. Given their expertise, Taptu created its integration independently and with relative ease. But there is no denying that these custom solutions require time, resources, and know-how.

Beebole's support team is always ready to help. Whether you need advice or a fully bespoke solution, we're here to ensure your systems work together exactly as you need them to. Get in touch so we can better understand your needs.