Timesheet Portal
Timesheet, expense, invoicing and placement management for recruitment agencies and professional services firms.
Three ways to use Timesheet Portal
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Timesheet Portal.
Approve Invoices
Approves multiple invoices sent in the request
Create Login Token
Creates a passwordless login token for a user, returning desktop and mobile sign-in URLs
Delete Job
Deletes a job
Email Invoices
Queues multiple invoices specified in the request for emailing
Get Access Token
Exchanges the client id and secret for a bearer access token valid for 1 hour.
Get Expense Entries Report
Generates a report of expense entries based on the parameters in the report settings model in the body
Get started automating Timesheet Portal
Ready-to-use workflows
Prompts using Timesheet Portal
Chase missing contractor timesheets in Slack every Monday
Every Monday before payroll, find the contractors who never submitted last week's hours, message each one personally, and rank the chase list by money at risk.
Push approved Timesheet Portal invoices into Xero each evening
Every weekday evening, newly approved invoices move from Timesheet Portal into Xero on their own, so finance never rekeys another one.
Weekly contractor gross margin brief posted to Slack
Every Monday, see which clients and placements are making or losing you margin, with a running history so you catch pricing problems early.
Weekly contractor extension push for expiring placements
Every Tuesday, find the placements ending in the next 30 days, rank them by revenue at risk, and DM each recruiter their own call list.
