Capture billable activity
Relate time, expenses, milestones, and recurring charges to the client and service that produced them.
Commercial operations
Connect the work you deliver to the revenue it earns.
Managed Tasks brings time, rates, service agreements, recurring charges, retainers, expenses, invoices, payments, and accounting context into the same client-service lifecycle.
Service-to-revenueNorthstar Advisory
Time18.4 h
Approved$3,680
InvoiceMT-1048
PaymentReceived
Assemble accurate invoices
Move approved billable sources into branded invoices with clear lifecycle and balance states.
Keep systems aligned
Coordinate payment and accounting workflows without fragmenting operational ownership.
Commercial context
Every service knows how it is sold and delivered.
Service agreements, rates, recurring charges, retainers, time, and expenses sit beside the operational plan. Teams see the commercial meaning of the work without turning the delivery platform into a general ledger.
- Rate cards and billing policy
- Service agreements and recurring charges
- Retainers, expenses, and billable sources
Service-to-revenueNorthstar Advisory
Time18.4 h
Approved$3,680
InvoiceMT-1048
PaymentReceived
Invoice lifecycle
Move from approved work to payment with a visible record.
Build invoices from supported sources, present them through branded client channels, accept payments through connected accounts, and preserve an auditable payment and balance history.
- Invoice assembly and review
- Client delivery and payment status
- Payment records, balances, and reconciliation state
Service-to-revenueNorthstar Advisory
Time18.4 h
Approved$3,680
InvoiceMT-1048
PaymentReceived
Accounting coordination
Keep operational truth and accounting truth connected.
QuickBooks Online mappings and synchronization connect supported customers, invoices, payments, and time records while preserving each system’s responsibility and conflict rules.
- Persistent object mappings
- Webhook and pull-based synchronization
- Retries, conflicts, and reconciliation visibility
Managed TasksTenant authority
Microsoft
Google
QuickBooks
REST API
Webhooks
MCP
event verified · action scoped
Frequently asked questions
Questions, answered clearly.
Straight answers for service leaders evaluating a new operating system.
Is Managed Tasks an accounting general ledger?
No. Managed Tasks manages the operational and commercial context of client services and connects supported records to accounting systems such as QuickBooks Online. The accounting platform remains the general ledger.
Can time be rounded for billing without changing the raw duration?
Yes. Managed Tasks preserves raw duration for operational reporting and applies the configured billing policy when time is presented commercially.
Can clients pay invoices through Managed Tasks?
Yes. Managed Tasks supports payment through the service provider’s connected payment account and records the resulting payment and invoice balance state.
Build a calmer service operation
Bring every recurring client commitment into one operating system.
See how Managed Tasks can fit your service model, your team, and your client experience.