Billing Management System
Overview
A comprehensive web platform that automates the end-to-end billing workflow for managing 47+ external collaborators—from time tracking to invoice processing. The system integrates with Teamwork and Google Sheets, using AI agents to reduce manual work by 80%+.
The Problem
Project managers spent 10-15 hours monthly on manual tasks:
Extracting time logs from Teamwork
Creating purchase orders for each collaborator
Tracking invoice submissions and sending reminders
Managing multiple client billing cycles (15th vs. 21st cutoffs)
Reconciling data across disconnected systems
Result: Missed deadlines, payment delays, and frustrated freelancers.
The Solution
An integrated platform with 39 pages across 5 core modules:
1. Collaborator Management - Centralized directory with multi-language proficiency tracking, rate cards, and complete history
2. Automated Time Tracking - Teamwork API integration with bulk import, real-time calculations, and Google Sheets sync
3. Purchase Order System - Auto-generation from approved time logs, approval workflows, and email notifications
4. Invoice Management - File upload portal with automated validation, review workflows, and acknowledgment emails
5. AI Agent Automation - Five specialized agents handling validation, monitoring, communication, and data synchronization
My Role
Product Designer & Full-Stack Developer
Design & Architecture
Conducted stakeholder interviews and workflow analysis
Designed information architecture for 39 pages with role-based access (5 user levels)
Created wireframes for all interfaces including complex table designs and multi-step forms
Researched industry standards for language proficiency UI patterns
Defined database schema with 15+ tables for Supabase (PostgreSQL)
Development
Built full-stack application using Next.js 14, TypeScript, React, and Tailwind CSS
Implemented Supabase for authentication, database, and row-level security
Integrated Teamwork API V3 for automated time log import
Connected Google Sheets API for data validation and sync
Developed SendGrid email automation for notifications and reminders
Created AI agent workflows using LangGraph + Claude 4 (Sonnet 4.5)
Implemented scheduled jobs for monthly billing cycle automation
Built mobile-responsive interfaces with real-time notifications
Project Management
Created 12-week development roadmap (MVP → Full Workflow → AI Automation)
Prioritized features and managed sprint planning
Wrote comprehensive technical specifications (100+ pages)…Billing Management System
Overview
A comprehensive web platform that automates the end-to-end billing workflow for managing 47+ external collaborators—from time tracking to invoice processing. The system integrates with Teamwork and Google Sheets, using AI agents to reduce manual work by 80%+.
The Problem
Project managers spent 10-15 hours monthly on manual tasks:
Extracting time logs from Teamwork
Creating purchase orders for each collaborator
Tracking invoice submissions and sending reminders
Managing multiple client billing cycles (15th vs. 21st cutoffs)
Reconciling data across disconnected systems
Result: Missed deadlines, payment delays, and frustrated freelancers.
The Solution
An integrated platform with 39 pages across 5 core modules:
1. Collaborator Management - Centralized directory with multi-language proficiency tracking, rate cards, and complete history
2. Automated Time Tracking - Teamwork API integration with bulk import, real-time calculations, and Google Sheets sync
3. Purchase Order System - Auto-generation from approved time logs, approval workflows, and email notifications
4. Invoice Management - File upload portal with automated validation, review workflows, and acknowledgment emails
5. AI Agent Automation - Five specialized agents handling validation, monitoring, communication, and data synchronization
My Role
Product Designer & Full-Stack Developer
Design & Architecture
Conducted stakeholder interviews and workflow analysis
Designed information architecture for 39 pages with role-based access (5 user levels)
Created wireframes for all interfaces including complex table designs and multi-step forms
Researched industry standards for language proficiency UI patterns
Defined database schema with 15+ tables for Supabase (PostgreSQL)
Development
Built full-stack application using Next.js 14, TypeScript, React, and Tailwind CSS
Implemented Supabase for authentication, database, and row-level security
Integrated Teamwork API V3 for automated time log import
Connected Google Sheets API for data validation and sync
Developed SendGrid email automation for notifications and reminders
Created AI agent workflows using LangGraph + Claude 4 (Sonnet 4.5)
Implemented scheduled jobs for monthly billing cycle automation
Built mobile-responsive interfaces with real-time notifications
Project Management
Created 12-week development roadmap (MVP → Full Workflow → AI Automation)
Prioritized features and managed sprint planning
Wrote comprehensive technical specifications (100+ pages)WW…