Time Tracking for Financial Services

Automate Time Tracking for Financial Services

Stop wasting time on manual time tracking. Our Harvard-educated automation experts build custom time tracking workflows specifically for Australian financial services businesses, saving you 6+ hours/week.

6+ hours/week

Time saved

$1,200+/month

Cost reduction

98%

Client retention

2 weeks

First prototype

Book Free Assessment View All Workflows

The Problem

Manual time tracking creates these challenges for financial services businesses.

Manual time tracking wastes hours every week that your team could spend on higher-value work

Regulatory reporting takes days of manual data compilation

Errors in time tracking create downstream problems across your financial services operations

Audit trail requirements make every process slower and more complex

Automated Workflow

Here is how we automate your time tracking end to end.

Time Entry

Log time against projects and tasks with minimal friction using timers or manual entry.

✓ Tool: Deputy
✓ Action: Log time

Validation

Validate entries against project budgets and flag potential issues.

✓ Tool: Zapier
✓ Action: Validate entries

Approval

Route time entries to project managers for review and approval.

✓ Tool: Slack
✓ Action: Approve time

Billing Integration

Generate billable time summaries for client invoicing.

✓ Tool: Xero
✓ Action: Generate billing

Productivity Insights

Analyse time data to identify productivity patterns and improvement opportunities.

✓ Tool: Google Sheets
✓ Action: Analyse productivity

Tools Involved

We connect these tools into a seamless automated workflow.

Deputy

Zapier

Xero

Google Sheets

Slack

Benefits

What you gain when you automate time tracking.

Save 6+ hours/week on Time Tracking

Eliminate manual steps in your financial services time tracking workflow. Your team gets back hours every week to focus on growth and customer service.

Free Your Team from Repetitive Time Tracking

Nobody joined your team to do manual time tracking. Automation handles the repetitive work so your people can focus on strategy, creativity, and client relationships.

Complete Time Tracking Visibility

Know exactly where every time tracking task stands at any moment. Real-time dashboards and automated alerts keep everyone informed without chasing.

Scale Time Tracking Without Scaling Headcount

Handle double or triple the time tracking volume without hiring additional financial services staff. Automation absorbs growth so your team stays lean and focused.

Compliance & Regulations

Built with ASIC regulatory requirements, AML/CTF compliance, and Australian Financial Services Licence (AFSL) obligations in mind. Includes audit trails meeting APRA prudential standards.

Time Tracking for Financial Services Automation FAQ

Time Tracking automation for financial services businesses typically reaches prototype stage in 2 weeks, with the complete solution delivered in 4-8 weeks. We account for your specific tools, compliance needs, and team workflows from day one.

Our time tracking automations connect to Deputy, Zapier, Xero, plus over 150+ other tools and platforms. Rather than replacing what works, we plug into your existing stack so the automation delivers value from day one.

We quote after a free assessment where we map your financial services workflow end to end. This ensures the price reflects exactly what you need - no unnecessary features inflating the cost, and no surprises after kickoff.

We design every automation to slot into your current financial services tool stack. During discovery, we document each system and process so the automation wraps around existing workflows seamlessly. Your team's day-to-day does not change - it just gets faster.

Every workflow includes built-in safeguards: automatic retries for temporary failures, clear error notifications, and fallback paths for edge cases. Our 98% client retention rate reflects the reliability our clients experience long after launch.

Definitely. A phased rollout lets us tackle the biggest pain points in your time tracking process first. Each phase is standalone and delivers measurable value, so you are never waiting months to see results.