Bexio Invoice Automation for Law Firm | Case Study

EMBARK LAW AG's monthly invoicing required switching manually between Clockodo, Pipedrive, and Bexio — a process that took days each month. Metawork automated the entire flow: Bexio invoices are generated directly from Clockodo time entries, with smart rules that skip zero-hour months, consolidate billing periods, and handle different legal entities — reducing invoicing effort from days to minutes.

Challenges

Generating invoices from tracked hours was a manual monthly task

Required constant switching between Clockodo, Pipedrive, and Bexio

Massive monthly overhead for accounting tasks

Goals

Automate invoice generation in Bexio from Clockodo time entries

Implement smart rules (skip zero-hour months, consolidate periods, handle multiple entities)

Reduce invoicing effort from days to minutes

Results

Monthly invoices auto-generated with correct hours, rates, and entity attribution

Zero-hour invoices automatically skipped

Invoicing effort reduced from days to minutes

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