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IVP.ai for finance teams in field services

Catch completed work that hasn’t been invoiced.

Match completed jobs against invoices, so finance can see what is ready to bill and what needs checking. The same joined-up data then shows margin by service line and keeps forecasts current.

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IVP.ai / Deskless

2–8 November 2026 · Week 45

Unbilled jobs report

25 jobs done but not invoiced.

19 are ready to bill today. Six need a check before they can go out.

Jobs completed
212
this week
Invoiced
187
88.2% of completed
Ready to bill
19
£14,260 in value
Needs checking
6
£3,940 in value

Completed jobs invoiced, by service line

  • Planned maintenance98 / 104 · 94%
  • Reactive61 / 72 · 85%
  • Remedial28 / 36 · 78%

Unbilled jobs, oldest first

JobCompletedValueStatus
J-408123 Nov£1,240Ready to bill
J-408274 Nov£2,880No PO number
J-408515 Nov£640Ready to bill
J-408666 Nov£1,060Price differs

Jobs are matched to invoices on the job reference written to each invoice. Showing four of 25.

The week in words

£18,200 of work not yet billed.

212 jobs were completed this week and 187 have an invoice. 19 more are ready to bill now. Six need a check first.

Six jobs to check

Two are waiting on a customer PO number. The other four have a price that differs from the contract.

Next steps

  1. 01

    Raise the 19 ready invoices, £14,260.

    Owner: Finance

  2. 02

    Chase two POs and check four prices.

    Owner: Finance

Example inputs: job management + accounts + contracts

Illustrative data

Illustrative report, fictional data. Not customer results or a live product screenshot.

Illustrative report with fictional data, not customer results or a live product screenshot.

01 / Workflows

Three finance workflows we build first.

Each one runs on the IVP.ai Data Layer, joined from the systems you already use. Deskless by IVP.ai runs them on a schedule, flags what needs a person and only acts if you set it up to.

  1. 01

    Unbilled jobs report

    Completed jobs matched against invoices each week. Jobs that are ready go on a list to bill. Jobs missing a PO or with a price that differs from the contract are flagged for a person.

  2. 02

    Margin by service line

    Revenue, labour and parts for each service line and contract, so you can see which work makes money and which only looks busy.

  3. 03

    Forecasts that stay current

    Forecasts built from live pipeline, contracts and billing, and refreshed on a schedule instead of rebuilt by hand once a year.

Case studies

Proof.

For forecasting: a London fintech replaced a months-long annual Excel process with forecasts that run in minutes.

Fintech

Forecasting Transformed from Months to Minutes

A fintech centralised its data, automated reporting, and rebuilt forecasting around current data.

Saved £120K+ vs building in-house

Salesforce · SQL platform database · Jira · accounting platform · Segment

Read the case studyWatch the video
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Worked example

Show us your workflow.

Bring your month-end billing check or unbilled work list. We’ll walk through it with you and show how it would run on your own data.

Show us your workflowApply for a 48-hour pilot