Payroll preparation with shift context.
Review recorded attendance, employee information, configured pay rules, and approved adjustments. Keep unresolved questions connected to the responsible person before authorizing the next step.
Tools for security finance and administration
CONNECT THE RECORDED WORK TO THE FINANCIAL REVIEW.
Give finance and administration a connected starting point for the period's work. Guardix brings recorded hours, configured pay rules, client billing, expenses, reimbursements, and eligible profitability information into related workflows. Review the operating inputs behind the numbers and give approvals to the people responsible for them.
Approved hoursThu night
K. Brooks8.0 h
Sofia Reyes7.8 h
Marcus Reed8.0 h
Total23.8 h
Payroll
23.8 h × $22.00$0.00Billing
23.8 h × $24.50$0.00By team
The financial review starts with the records behind it.
A time exception, a service-rate change, or an expense allocation can affect more than one period total. Guardix keeps those inputs associated with the employee, client, site, and service. Help finance resolve questions with operations before approving payroll preparation, billing, or a financial handoff.
Billing that follows the agreement.
Organize multiple service rates, approved hour sources, premium charges, invoice periods, and payment terms. Review how the charge was prepared before sending it.
Expenses with evidence and allocation.
Capture receipts and business context, route approvals, and assign eligible costs to the relevant entities. Keep employee claims distinct from company-paid expenses.
An account view beyond the invoice total.
Review eligible revenue, labor, and direct or allocated expenses by client and site. Use the supporting records in pricing, cost, and service discussions.
Guardix AI
Let Ledger help organize preparation.
Ledger assistance supports the payroll preparation enabled for your account. Finance checks the hours, pay configuration, and adjustments before approval. Approved Guardix AI guidance can also help staff find the platform steps and company procedures for routine work. Configured calculations and billing rules keep the financial process tied to the records your team reviews.
LedgerPayroll agent
Your teamReviews and approves
Example · An exception resolved before the handoff.
Finance prepares a billing and payroll period, spots an attendance question, and asks operations to verify it. The team resolves the record, checks the client's different service rates, and reviews the expense allocations before completing the period workflow.
How it connects
How the workflow connects
- 1
Check the inputs.
Review time, pay settings, service terms, and approved expenses.
- 2
Prepare and resolve.
Use connected records and AI assistance to organize the review.
- 3
Approve and hand off.
Authorize the next supported payroll, billing, or financial step.
FAQ
Frequently asked questions
Can finance access be limited to designated staff?
Yes. Use configured role and user permissions to assign the financial tools and approval responsibilities to the authorized accounts.
Can we connect the data with our accounting process?
Review the supported connections and export options for your required systems, including the specific QuickBooks workflow where relevant. Confirm record mapping and review responsibilities for the handoff.
Next step
Bring the operation into a stronger financial review.
Connect the supporting work, configured rules, and authorized approvals through Guardix.
Platform
Explore the relevant Guardix modules
Payroll PreparationConnect recorded hours and configured pay rules with Ledger-assisted preparation and finance review.Open page Invoicing & Multiple Service RatesPrepare client and site billing with multiple service rates, approved hour sources, and configured billing periods.Open page Expenses & Cost AllocationCapture receipts, route approvals, and allocate costs to the clients, sites, people, and resources they support.Open page Employee ReimbursementsGive employees a connected claim process, with receipts, policy guidance, approval, and visible review status.Open page Client & Site ProfitabilityReview eligible revenue, labor, and allocated costs by client and site before the next business decision.Open page
Solutions
Related solutions
Cost Control & Business GrowthBring eligible revenue, labor, service rates, and allocated costs into the next commercial decision.Open page Security CompaniesConnect contract delivery, workforce preparation, client reporting, and financial review around the accounts you serve.Open page Client Visibility & Service ConfidenceShare a reviewed account of the field work through client access and a reporting rhythm you control.Open page