Automated Billing Reports with Custom Data Integration

Nick Wright
May 30
2 min read

Updated: Jun 2

Client

A professional services business operating across multiple sectors needed a smarter way to manage billing data. Their monthly billing reports were stuck in a manual loop, split between their ERP and financial platforms.

The Challenge

The client’s key systems were not talking to each other:

Xero handled financial data and invoicing
Karbon, their ERP platform, managed workflows and client operations

To produce billing reports, the finance team had to extract data from both tools, manipulate it manually, and reconcile inconsistencies. This repetitive, multi-day task introduced risks and distracted key staff from value-adding work. They needed an automated billing report solution that removed manual effort and improved visibility.

The Solution

Pentify Insights delivered a full-stack custom data integration between systems, building a modern analytics solution that included:

Xero and Karbon integration into a Google BigQuery data warehouse
Custom data pipelines to automate extract-transform-load processes from both systems
Field-level logic and naming conventions to support clean joins and prevent duplication
A live ThoughtSpot dashboard to give the finance and ops teams instant access to billing insights
Full training, documentation and knowledge transfer for in-house use

This wasn't just another reporting tool. It was a properly structured business intelligence solution designed to scale.

The Outcome

With the new setup in place, the client saw immediate gains:

Automated financial reporting with no need for human input
Multiple days saved each month on manual data wrangling
Reconciled records across systems, with stronger version control and auditability
A modern ThoughtSpot dashboard that refreshes automatically
Empowered finance and operations teams with self-service BI tools
The ability to analyse client revenue, track billing gaps and monitor service delivery in one place

This ERP and financial data pipeline allows the business to rely on accurate, timely insights, supporting better decisions and stronger cash flow management.

Why It Matters

This project is a great example of what smart data integration services in Australia can unlock. When systems like Xero and Karbon are stitched together properly and connected to a modern warehouse like Google BigQuery, reporting transforms from a pain point to a performance driver.

With dashboard automation in ThoughtSpot, the business no longer waits for spreadsheets to land. They get real-time visibility, more time to act, and a clearer picture of their financial position.