Accelo StrawberryFind the retainer that went over on the 14th
Every contract read against the activities logged to it, with the date the allowance was crossed rather than a percentage. Work found on the 14th can still be discussed.
Professional services leaks in two places, both invisible from a single screen. Retainers that go over with nobody noticing until the month closes, and activities logged against nothing billable because somebody was being helpful.
A companion reads clients, contracts, jobs, activities and tickets against each other, and comes back with amounts and the dates behind them. Every figure carries the activities it came from.
Which retainers are over, and since when?
A companion reads contracts with their allowances and the activities logged against them, and reports burn with the date the line was crossed. The date matters more than the percentage.
Each figure comes with the underlying activities attached, which is the only way an account manager takes it into a client conversation.
What work never got billed?
Activities against no job or contract, tickets resolved with hours logged and nothing invoiced, jobs marked complete with unbilled time still on them. A companion reads across all of it and returns a list with amounts.
A few thousand a month in helpful, unbilled work is the standard finding, and it exists because being helpful is easier than filling in the right field.
Preparing the client review
The retainer numbers come from Accelo.
The context comes from the email thread where the client changed the scope, the document where the deliverable was defined, and the ticket where a promise was made.
A companion works the signed-in sessions for those and assembles one pack per client. Related: quarterly vendor review prep from the other side of the table, and ai for consultants.
Invoicing stays where it belongs
Invoicing, contract configuration, workflow and status definitions, rate cards and user permissions stay in Accelo. A connection reads records and stages updates to them.
The reachable surface follows the Accelo public API, so confirm the object you need before you build a month-end routine around it. Nothing here is accounting advice, and every figure comes with its sources.
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Frequently asked questions
Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents